Firmly established in their role as a trusted source in the field of asset management, Woodard & Company has built its reputation around the highest standard of ethics and total dedication to every client.
As partners with individuals, families of all sizes and growing local businesses, offering peace of mind is an everyday priority for the Woodard & Company team.
“Maintaining a strong level of trust with our clients is something that’s never taken for granted here,” shares Investment Advisor John Woodard III.
That steadfast sense of loyalty – with much enthusiasm – extends into the entire community.
“It’s an immensely important part of our mission as a company and a true personal blessing to have the opportunity to give back so widely within the communities we live and work in,” he adds.
President John Woodard Jr. founded the company in 1985, with early roots and bustling locations all around Forsyth County. In 2006, Woodard & Company built its own beautiful office space at Bermuda Run in Davie County.
“We love being able to contribute and nurture both of these communities since we’ve been a strong part of both,” John III shares.
Along with many local church groups and youth athletic teams throughout both Forsyth and Davie Counties, Woodard & Company has partnered with several large organizations that offer a wide reach of services.
“We believe that, ‘To whom much is given, much is expected,’ and we love supporting causes we feel strongly about,” says John III.
Assisting clients in planning their own charitable giving is also part of the Woodard & Company mission – a service that benefits both clients and their neighbors in the community.
“Charitable giving offers important tax advantages to our clients – plus, they can donate straight from a retirement account to a particular organization using a Qualified Charitable Distribution (QCD). It’s a wise and tax-efficient strategy,” he explains.
Around the Forsyth County and Davie County communities, the company has longtime ties with The Davie Community Foundation, where CFO Joan Woodard has served as a board member. The Woodard team has been a sponsor for the foundation’s Sounds of Summer, a popular fundraising initiative that supports a variety of community projects in Davie County.
The Salvation Army of Greater Winston-Salem has been another recipient of the company’s efforts to give back, including participation in their Hands and Hearts fundraisers and, of course, their traditional bell ringing during the holidays
Woodard & Company has also been actively involved with Cheers for Brenner Children’s Hospital – an annual evening of dining and dancing, capped off with an amazing auction. In 2025, John III joined his parents John Jr. and Joan, in serving as co-chairs of this exciting event.
Their much-respected mantra, “Always Buy Quality and Diversify,” has served Woodard & Company well for the past four decades. With assets of more than $1 billion in management, the company’s success is largely based on making thorough, informed decisions that start with establishing a client’s investment objectives. Next comes the process of determining portfolio options that best fit the client’s individual needs and goals.
That’s where mutual trust and respect come in – as the Woodard & Company Asset Management Group strives to offer their very best to every client – and to the communities where they thrive!
Woodard & Company is conveniently located across from Bermuda Run Country Club at 117 Kinderton Boulevard in the Kinderton Business Park, Bermuda Run, NC, 336.998.7000. Their office is open Monday through Friday 8:30 a.m. – 5:00 p.m. Learn more about their services and continuing dedication to clients at WCAMG.com, or email [email protected] to request a financial consultation.
