Assess
The more Woodmark knows about your finances, goals, concerns, and obligations, the better the advice can be.
Greenville, South Carolina fiduciary advisor
Woodmark Advisors
Fee-only financial planning and investment management for people who want clear advice, transparent fees, and a fiduciary sitting on their side of the table.
Fee-only
Compensated by clients, not product commissions.
Fiduciary
Advice centered on your best interests.
No asset minimums
Planning access for a wider range of households.
CFP® professional
Led by Daniel Erik Milks, CFP®.
Plan with a fiduciary
Invest and plan with an advisor, not a sales agent.
Woodmark Advisors helps clients make confident decisions about retirement, investments, tax-aware planning, estate questions, and long-term financial stewardship. The firm uses a fee-only fiduciary model, so advice begins with your goals rather than a product sale.
The planning relationship is intentionally personal. Woodmark takes time to understand what you own, what you owe, what you are trying to build, and what needs to be protected before recommending a path forward.
The process
A simple planning rhythm for a complicated financial life.
Advise
You receive practical guidance and a financial strategy built around your lifestyle, risk tolerance, and timeline.
Apply
Life changes. Woodmark helps you put the plan to work and adjust it as markets, taxes, family needs, and goals evolve.
Services
Financial planning and portfolio guidance under one fiduciary relationship.
Investment Management
Portfolio construction and ongoing oversight for retirement accounts, brokerage accounts, ETFs, mutual funds, stocks, bonds, and cash equivalents.
Retirement Planning
Guidance for retirement income, 401(k) rollovers, IRA decisions, withdrawal planning, and long-term savings strategy.
Personalized Indexing
A customized portfolio approach that can track an index while adjusting holdings around taxes, risk, values, and account needs.
Advisor
Led by Daniel Erik Milks, CFP®
Daniel was raised in the Upstate of South Carolina, studied Business Management at Clemson University, and began his advisory career in the Private Client Group at Wells Fargo Advisors before launching Woodmark Advisors in 2018.
As a CERTIFIED FINANCIAL PLANNER™ professional, Daniel focuses on making financial planning, portfolio management, and complex decisions easier to understand.
Read Daniel's bioWho Woodmark serves
Advice for investors from a range of backgrounds.
Retirees
Planning for retirement income, market swings, account withdrawals, and 401(k) or retirement plan rollovers.
- Retirement planning
- 401(k) and IRA rollover guidance
Business Owners
Guidance for owner-specific planning needs, employee benefits questions, and business decisions that affect personal wealth.
- Employee benefits
- Business planning coordination
Trusts and Estates
Support for families thinking through estate planning, trust management, and the investment decisions tied to those structures.
- Estate planning coordination
- Trust services guidance
Families and Individuals
Planning for a new child, a home purchase, education costs, retirement savings, taxable investing, and changing life goals.
- Traditional and Roth IRAs
- Joint and brokerage accounts
Media
Financial commentary featured across national outlets.
Woodmark Advisors has been associated with financial commentary and visibility across national finance and news publications.
The New York Times
NerdWallet
Bloomberg
Yahoo Finance
Bankrate
Investopedia
Investment News
Financial Planning
SavvyMoney
Salon
Questions
Common questions about working with a fiduciary advisor.
What does fee-only fiduciary mean?
Fee-only means the advisor is compensated by client fees rather than commissions from financial products. Fiduciary means the advisor is obligated to put the client's best interests first.
Does Woodmark Advisors have an asset minimum?
Woodmark Advisors is built around accessible financial planning and offers services with no asset minimums.
What is personalized indexing?
Personalized indexing is a portfolio strategy that can track a broad index while customizing individual holdings around tax management, concentration risk, values, and account-specific planning needs.
What does Woodmark Advisors cost?
The services page lists asset management at a maximum annual fee of 1%, hourly planning at $300 per hour, negotiable one-time planning, and planning software access at $15 per month.
Does Woodmark Advisors prepare tax returns?
No. Tax analysis is part of the financial planning process and may involve coordination with a CPA or tax professional. It does not include tax preparation or filing.
Next step
Start with a practical conversation about your goals.
Reach out to Woodmark Advisors in Greenville, SC to discuss financial planning, investment management, or a retirement account rollover.