Daniel Milks, CFP® Woodmark Wealth Management

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About Daniel Milks, CFP®

Daniel Milks is the Founder & CEO of Woodmark Wealth Management. A graduate of Clemson University where he earned his B.S. in Management with a minor in Financial Management, he began his career in the wealth management industry in 2014. Daniel went through the rigorous training to become a Certified Financial Planner™, and shortly after founded Woodmark.

As a Greenville native, Daniel is heavily involved in the community. He loves spending time with family and friends, and he has a passion for helping others.

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Ideal Clients

  • Family Financial Planning
  • Financial Independence Retire Early (FIRE)
  • Gen Y/Millennials
  • Investment Planning & Management

Ways Advisor Charges

  • Monthly Fee
  • Assets Under Management

Fee Options:

  • Monthly Fee: $50
  • AUM: 1%

SEC Records:

States Registered

  • South Carolina

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