Celebrating its 40th anniversary as a trusted source in the asset management arena, Woodard & Company Asset Management Group, Inc. continues to guide clients with integrity and the highest standard of ethics. That includes individuals, families of all sizes and even businesses, and you’ll find a team approach here – all with a goal of bringing you the very best efforts and expertise!
While working closely with clients to establish their investment objectives and determine portfolio options that best fit their individual needs and goals, the Woodard & Company motto – “Always Buy Quality and Diversify” – is actually trademarked and has become a respected mantra.
Buying quality and diversifying means applying an investment discipline incorporating quality investments that are diversified, based on the client’s risk tolerance and overall economic circumstances.
“When we utilize high-quality investments, we know that investment’s expectations for the future, and that helps us build a financial framework,” shares President and longtime Davie County resident John Woodard, who founded the company in 1985. “It’s all about making informed decisions.”
With assets of more than $1 billion in management, the company knows that a client’s trust in them provides valuable peace of mind.
“We are fiduciaries and hold the clients’ interests first – our success always starts with their success,” John adds. “Rest assured, we don’t take that trust for granted.”
Woodard & Company operates with a singular focus – offering decades of experience in fee-only discretionary investment portfolio management. They do not sell insurance, annuities or mutual funds. John also stresses the importance of their uncompromising personal service, and the value of their assistance with a family’s overall financial planning. Many of their advisors have more than 20 years of experience in financial services.
That level of service is company-wide, including the newest Woodard & Company team members – Matthew Blades, CFP®, whose primary responsibilities include security analysis and financial planning, and John Woodard III, Investment Advisor, who serves on the investment and marketing committees, while contributing to portfolio strategy. Matt joined the firm in 2021, and John graduated cum laude from Virginia Tech in 2023 before becoming part of the team in 2024.
Joan Woodard, who serves as Chief Financial Officer, oversees the company’s partnerships with a variety of worthy causes and local organizations and encourages the importance of deep involvement within the community. Partnering with several notable groups within Winston-Salem and the surrounding community offers the Woodard team a chance to give back and support those loyal customers who have supported their efforts for the past 40 years.
For a look back, in 1985, Woodard & Company was located in the “cow barn” at the restored farm of RJ Reynolds located on Reynolda Road in Winston-Salem. The company purchased the Lewis Eberhardt House in Old Salem as its operating location in 1993, then, in 1998, realized the need to move to a more centralized business location on South Stratford Road. Having ownership of the location of their offices continued to feel like an increasingly necessary priority, and, in 2006, the group designed and built its present office – based on the style of a Virginia home built in the late 1600s.
Woodard & Company is located near Tanglewood Park across from the Bermuda Run Country Club at 117 Kinderton Boulevard in the Kinderton Business Park, Bermuda Run, NC, 336.998.7000. Their offices are open Monday through Friday 8:30 a.m. – 5:00 p.m., and you can learn more about their services and dedication to clients at WCAMG.com or email woodard@wcamg.com for more information or to request a consultation.
