Woodmont Financial Partners LLC
Woodmont Financial Partners is a fee-only, fiduciary financial planning firm based in Arizona. We provide advice-only planning billed hourly or as a flat fee. We do not sell products, earn commissions, or charge a percentage of assets under management. Clients hire us for objective guidance and clear next steps.
Our work is tax-aware and practical. Common planning areas include tax planning, retirement planning and distribution decisions, Social Security planning, estate planning coordination, and investment strategy. We often work with DIY investors, high earners, and business owners who want an objective second set of eyes and a plan they can implement with confidence.
We meet virtually with clients nationwide and offer in-person meetings when it makes sense. Most engagements begin with an introductory call so we can confirm fit and outline scope, deliverables, and the next step.
If you are looking for an hourly financial planner or a flat-fee financial plan, we would be glad to talk.
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