Daniel Milks, CFP® Woodmark Wealth Management
- 220 North Main St Suite 500 , Greenville, SC 29601
- 864-516-7537
- qzvyxf@jbbqznexjrnygu.pbz
- https://www.woodmarkwealth.com
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.
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
