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We're here for the long run.

When it comes to investing and safeguarding your future, Woodley Farra Manion Portfolio Management embraces a simple philosophy: It’s a marathon, not a sprint. Rather than focusing on short, flashy bursts and a quick finish, we patiently plot your course, prepare for the long run, and help you cross a finish line that, in essence, you’ve trained for your entire life.

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Before choosing a pair of shoes, a runner asks experts for advice, tries on a few pairs, and checks the fit. We constantly investigate and analyze thousands of stocks. Let us find the best fit for you.

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Our entire team weighs in on your investments. That’s decades of experience and CFA expertise working on your behalf. Along the sometimes rocky path that is the market, we make adjustments, communicate a plan, and keep you on track.

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Runners who stray from their race plan suffer later. With an eye on the finish line and a proven strategy, we don’t get distracted by the latest buy/sell craze. We’re committed to a winning pace.

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Come see us at Woodley Farra. We’ll get to know you and your goals and assemble a strategy to help you achieve them. We’re not just cheering from the sidelines—we’re running right beside you.

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#1 on the CNBC Financial Advisor 100 List

The prestigious CNBC Financial Advisor 100 Awards honor the top 100 financial advisors in the United States. Winners are chosen based on a variety of factors, including client satisfaction ratings, assets under management, and revenue growth. Receiving a CNBC Financial Advisor 100 Award is a major accomplishment—a testament to an advisor’s expertise and success. Woodley Farra Manion is honored to be ranked #1 on the 2022 CNBC Financial Advisor 100 List.

See Why
CNBC FA100 2022 logo
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Our Unique Approach

There are other ways to mitigate risk besides solely relying on diversification and asset allocation. You should know what’s in your portfolio.

The over-diversified approach also suggests a fundamental fallacy: If you own the entire market, it’s impossible for your portfolio to outperform it. (And you miss out on discovering exceptional companies that can perform higher than the mean.)

We believe there’s a better way, and our clients do, too. We have achieved long-term success even when the market is volatile by rooting our portfolios in the complicated work of financial analysis. We pore over financial statements and analyze the competitive environment to find top-performing companies and help our clients realize excellent returns.

Let’s start a conversation

“Noah did not start building the Ark when it was raining.”

Warren Buffet

Will your retirement preparations go the distance?

We’d love to sit down and discuss how we can strengthen your investments. In our complimentary retirement readiness review, we identify how to best meet your long-term investment goals based on your risk tolerance, investment time horizon, and retirement vision.

Our questionnaire takes 30 minutes to complete and provides information we use with our financial planning software. The analysis and discussion that follows takes another 30 minutes, so the entire process is complete in about an hour.