Woodmark Advisors is a fee-only fiduciary financial advisory firm based in Greenville, South Carolina. Led by Daniel Erik Milks, a CERTIFIED FINANCIAL PLANNER™ professional, the firm provides personal financial guidance designed to help clients make informed decisions without product commissions or an asset minimum. Its approach begins with understanding each client’s finances, goals, obligations, and concerns, then developing and applying a strategy that can adapt as life circumstances, markets, and tax considerations change.

Services include financial planning, investment management, retirement income and withdrawal planning, 401(k) rollovers, and guidance on IRA decisions. The firm manages portfolios that may include retirement and brokerage accounts, ETFs, mutual funds, stocks, bonds, and cash equivalents. Woodmark also offers personalized indexing, tailoring index-based portfolios to factors such as taxes, risk, values, and account needs. Its clients include retirees, business owners, families, and individuals seeking support with estate-related questions, employee benefits, education costs, or long-term savings. Tax analysis may be incorporated into planning, with coordination with tax professionals when appropriate; tax return preparation is not offered.