About Wood Financial Group
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.
% of Baby Boomers that say they will rely on their children or family if they run out of money.
% of baby boomers are “highly confident” that their retirement savings will last.
% of baby boomers have no savings at all.
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.
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 | Managing Partner
Meet Our Founder
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.’”