WOMAN TO WOMAN FINANCIAL

Overview

Woman To Woman Financial is a small, independent advisory firm that focuses on financial planning and portfolio management for individuals, families and small businesses. The firm operates on an advice-first model: clients retain trading authority while advisors deliver guidance and planning. Their fee mix includes percentage-of-AUM billing as well as hourly and fixed fees, which lets them work with both ongoing advisory relationships and project-based planning engagements. Investment activity is concentrated in equities, with the firm signaling a clear preference for exchange-traded instruments. The firm is not an active ESG investor and is not registered as a multi-state adviser. It maintains an insurance-company affiliation that supports its use of annuity products within client solutions. Service lines emphasize financial planning, portfolio management for individuals and small businesses, and portfolio management for business or institutional clients.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices