About Wood Financial Group

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Wood Financial Group was formed 18 years ago. The firm’s mission, style and approach to financial planning is educational, with a focus on long-term estate planning. The firm is dedicated to teaching people about the pros and cons of various types of investments and the impact on their overall estate in terms of both safety and growth.

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% of Baby Boomers that say they will rely on their children or family if they run out of money.

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Our Services

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Senior Couple Relaxing In Hammock

Financial Planning

Every day we face challenges managing our finances. Stock market swings, fluctuating interest rates, taxes, debt and inflation – the effects can be unsettling…

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Retirement Planning

Baby Boomers are redefining age and retirement. Realizing the retirement of your dreams starts with your own personalized definition as well as a focused plan.

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Lifetime Income

Protecting your hard-earned assets in perhaps the most volatile era in generations can be easier than you think. And there may not be a more important time than now to safeguard all that you’ve worked so hard to achieve.

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IRA Solutions

IRAs were created to provide individuals with the opportunity to build their own tax-deferred retirement savings program.

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Wood Financial Group Is Looking Out For Your Future!

Contact Us Today to Get Your Free Consultation

People are smart enough to make their own decisions. Our job is to teach them enough about their finances that they understand the why behind their different investments.


Houston Wood

Nashville, TN

Our Process

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  • Initial Meeting

    We meet with you to discuss the investments you already own and why you own them. We discuss what you need money to do for you, and your timing and life goals.

  • Recommendations Meeting

    We will teach you about the pros and cons of various types of investments and their impact on your overall estate. Our recommendations focus on the safety and growth of your money.

  • Implementation / Ongoing Updates

    We will guide you through each step necessary to implement any investment choices you wish to make and ensure those choices remain appropriate for you. As changes arise, in your life’s circumstances and in the financial market, we will keep your plan current through regular reviews of your personal financial plan.


Houston Wood | Managing Partner

Meet Our Founder

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Being a financial advisor runs in Houston Wood’s family. He followed in the footsteps of his father and older brother and has now been the industry for more than 40 years. His daughter, Chase Gower, has worked alongside her father for 15 years and they recently welcomed her husband, Evan, as partner…

Houston founded Wood Financial Group almost two decades ago with a mission to approach financial planning as educational. “People are smart enough to make their own decisions,” Houston says. “Our job is to teach them enough about their finances that they understand the why behind their different investments. The tagline I came up with to explain this is: ‘Educating clients to make educated decisions.’”

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Your Future Starts Today!

Contact us Today

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