Edward Jones - Financial Advisor: Matt Woodford, CFP®

About Edward Jones - Financial Advisor: Matt Woodford, CFP®

Matt Woodford is a CFP® certified financial advisor with Edward Jones in Lexington, VA, specializing in comprehensive financial planning for military professionals, veterans, entrepreneurs, and business owners. He provides retirement income strategies, wealth management, portfolio reviews, and guidance for new investors, helping clients develop personalized financial plans tailored to their goals and life stages.

Best for: Military professionals and veterans, Entrepreneurs and business owners, Individuals planning retirement, New investors

Service area: Lexington, VA and surrounding areas

What Makes Edward Jones - Financial Advisor: Matt Woodford, CFP® Different

CFP® Certification: Matt Woodford holds the Certified Financial Planner credential, demonstrating expertise and adherence to professional standards in comprehensive financial planning.

Specialized Military & Veteran Services: Focused expertise serving military professionals and veterans with strategies tailored to their unique financial situations and benefits.

Entrepreneur & Business Owner Planning: Dedicated focus on financial planning for entrepreneurs and business owners, addressing wealth strategies and retirement planning specific to business contexts.

Frequently Asked Questions

Contact & Location

Book online: Book Online Now →

Phone: (540) 463-1990

Address: 1545 N Lee Hwy #3, Lexington, VA 24450 (Get directions)

Website: edwardjones.com