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Your Journey Starts Here

Every financial journey is unique, and at each stage, Woodley Farra Manion’s team of expert coaches will guide you, providing personalized strategies built on our disciplined, value-oriented approach. Whether you're just starting to build wealth or planning your legacy, we're committed to helping you approach life's financial milestones with confidence and keep your long-term success in focus.

Accumulation

Building wealth isn't just about quick gains—it's about making informed, value-oriented decisions for the future. Our team of experts will coach you through each step, helping you construct a robust portfolio that is selected and designed for steady growth and downside protection.

Lay the foundation for financial success. We'll help you navigate your options and make smart choices from day one.

Start early

Create a personalized financial roadmap. Our coaches will help you balance today's needs with tomorrow's goals.

Start a budget

Develop a strategic plan to efficiently eliminate debt and free up resources for future investments and opportunities.

Reduce debt

Turn your homeownership dreams into reality. We'll help you build a solid savings plan without compromising other goals.

Make a savings plan

Preservation

Protect your hard-earned wealth. Our disciplined approach focuses on large, established companies with strong dividend policies. We'll work closely with you to create a diversified portfolio of individual securities, tailored to your unique needs and designed to weather market fluctuations.

Maximize tax-free growth potential. We'll help you determine how a Roth IRA aligns with your long-term financial strategy.

Consider a Roth IRA

Align your financial goals as a couple. Our coaches will guide you in creating a unified, robust financial plan.

Plan together

Prepare for your children’s education without sacrificing your retirement. We'll help you strike the right balance.

Fund education

Make the most of your employer-sponsored retirement plan. We'll ensure it complements your overall investment strategy.

Grow 401(k)

Build a safety net for life's unexpected turns. We'll help you determine the right amount to set aside.

Build Reserves

Leverage the triple tax advantage of a Health Savings Account. We'll show you how to integrate this into your strategy.

Learn to use HSAs

Distribution

As you transition to retirement, our focus shifts to preserving your wealth while providing the income you need. We'll create a personalized distribution strategy, carefully balancing your portfolio to generate consistent cash flow from dividends and strategic sales, all while minimizing unnecessary risk.

Transition your savings into lasting income. We'll help you enter this new phase with confidence and security.

Plan retirement

Explore the world without financial worry. We'll help you plan for and fund your retirement adventures.

Fund travel

Manage Required Minimum Distributions with ease. We'll optimize your withdrawals to minimize tax impact.

Manage RMDs

Secure your legacy. We'll help you create a comprehensive plan to protect and transfer your wealth effectively.

Plan estate