Elizabeth Woodrum (CFP®)

Elizabeth Woodrum focuses in the
following client markets or areas of practice:

  • College/Education Planning
  • Investment Advice with Ongoing Management
  • Retirement Planning & Distribution Rules

Additional Information

Elizabeth Woodrum is a financial analyst, specializing in Social Security, safe withdrawal rates, and cash flow analysis; a portfolio manager who rebalances portfolios as well as trades in response to client cash flow needs; and a wealth manager to a select number of clients.

Elizabeth graduated from Virginia Tech Summa Cum Laude and holds a B.S. in Business with a concentration in Financial Planning. She also minored in Sociology. During her time at Virginia Tech, Elizabeth was an active member in the Virginia Tech collegiate chapter of the Financial Planning Association. She joined the firm full-time in 2017.

NAPFA Start Date

April 30, 2018

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This Office

1000 Ednam Ctr Ste 200 Charlottesville, VA 22903-4615 Phone: (434) 244-0000 Fax: (866) 225-4205