WOODFIELD FINANCIAL ADVISORS, INC.

Overview

Woodfield Financial Advisors, Inc. is an independent registered investment adviser that provides financial planning and portfolio management primarily to individuals, families and smaller institutions. The firm is individually owned and has been SEC-registered since 2021. Its business mix includes advisory relationships and insurance brokerage, and its fee arrangements combine a percentage-of-AUM model with hourly and fixed-fee engagements. Woodfield runs both discretionary and non-discretionary mandates for clients, with a clear preference for pooled, publicly traded vehicles—chiefly mutual funds and similar public funds—rather than direct proprietary strategies. The firm is not positioned as a capital allocator or pension consultant, and it does not market itself as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices