Best interest first
Advice is built around the client's goals, risk tolerance, family needs, and long-term financial life.
About Woodmark Advisors
Personal financial advice from a Greenville fiduciary.
Woodmark Advisors exists to help individuals and families pursue their financial goals through personalized, unbiased planning and wealth management.
Primary purpose
Planning should be accessible, personal, and clear.
Woodmark Advisors believes financial planning should be available to people across a wide range of financial situations. That is why the firm states that it offers services with no asset minimums.
Whether you are planning for retirement, managing investments, thinking through estate questions, or seeking tax-aware strategies, the goal is to create a plan tailored to your needs and objectives.
Owner and lead advisor
Daniel Erik Milks, CFP®
Daniel was raised in the Upstate of South Carolina, attended Riverside High School, and graduated from Clemson University with a Bachelor of Science in Business Management and a minor in Financial Management.
After graduating in 2014, Daniel began working in the financial advisor business with the Private Client Group of Wells Fargo Advisors. In 2018, he left Wells Fargo to pursue the mission of creating Woodmark Advisors.
Daniel is a CERTIFIED FINANCIAL PLANNER™ professional as well as the lead advisor and portfolio manager at Woodmark Advisors. He has spent almost a decade building financial plans and managing investment portfolios with clients, with a focus on making complex financial topics easier to understand.
Daniel and his wife Kayla met in Clemson and are Clemson football season ticket holders. He enjoys time outdoors, boating, golf, hunting, and time with family.
Schedule with DanielFee-only fiduciary
Advice should be aligned with your best interests.
Woodmark's fee-only fiduciary model is designed to reduce conflicts of interest. The firm does not position itself around third-party commissions for recommending specific products or services; the advisory relationship is centered on client-paid advice and planning.
Prudent judgment
Recommendations should reflect care, diligence, and the judgment expected of a planning professional.
Clear disclosure
Fees, services, and important facts should be explained plainly before decisions are made.
Conflict management
Conflicts should be avoided where possible and clearly disclosed and managed when unavoidable.
Fiduciary oath
A visible commitment to client-first advice.
Woodmark Advisors centers its fiduciary commitment on putting client interests first, acting with prudence, providing full and fair disclosure, avoiding conflicts of interest, and managing unavoidable conflicts in the client's favor.
This is the standard behind the site's promise: transparent planning, practical guidance, and a long-term relationship shaped around the client.
Services
Review planning, investment management, and fee options.
See how Woodmark Advisors supports clients through financial planning, tax analysis, personalized indexing, retirement rollovers, and portfolio management.