Insights

Niche Focus Small independent fiduciary advisory with a NESTEGG Score approach targeting taxes, income, and retirement goals presents a specialized value proposition. This suggests sales opportunities with mid-size families and turnkey financial planning services that can be upsold with technology-enabled planning tools.

AUM Growth Signals Revenue range of 10M–25M and a lean team imply potential for scale-driven product offerings such as enhanced financial planning platforms, managed account services, or expanded client onboarding technologies to support growth while maintaining fiduciary standards.

Strategic Partnerships Recent stake in Clorox indicates appetite for targeted investment activities or wealth management services for corporate clients and high-net-worth individuals seeking ESG or thematic investment exposure; explore institutional or family office collaborations.

Awards as Proof Multiple industry awards strengthen credibility for business development outreach to referral partners, banks, and RIAs seeking trusted fiduciary relationships; leverage awards in co-marketing and joint seminars to generate leads.

Tech Enablement Tech stack includes AWS, WordPress, Node.js, and data/analytics tooling; present opportunities for offering scalable client portals, enhanced cybersecurity, and data-driven customer lifecycle insights to improve client experience and retention.

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Wood Tarver Financial Tech Stack

Wood Tarver Financial uses 8 technology products and services including WP Rocket, Amazon Web Services, WordPress, and more. Explore Wood Tarver Financial's tech stack below.

WP Rocket
Caching
Amazon Web Services
Cloud Hosting
WordPress
Content Management System
Node.js
Programming Languages
Datadog
Real User Monitoring
YouTube
Video Players
Google Analytics
Web Analytics
Nginx
Web Servers

Media & News

Wood Tarver Financial's Email Address Formats

Wood Tarver Financial uses at least 4 email formats:

Wood Tarver Financial Email Formats	Example	Percentage
First.Last@raymondjames.com	John.Doe@raymondjames.com	81%
Last.First@raymondjames.com	Doe.John@raymondjames.com	9%
FLast@raymondjames.com	JDoe@raymondjames.com	6%
F.Last@raymondjames.com	J.Doe@raymondjames.com	4%

Frequently Asked Questions

What is Wood Tarver Financial's official website and social media links?

Wood Tarver Financial's official website is woodtarverfinancial.com and has social profiles on LinkedIn.

How much revenue does Wood Tarver Financial generate?

As of August 2026, Wood Tarver Financial's annual revenue is estimated to be $10M - $25M.

What is Wood Tarver Financial's NAICS code?

Wood Tarver Financial's NAICS code is 5239 - Other Financial Investment Activities.

How many employees does Wood Tarver Financial have currently?

As of August 2026, Wood Tarver Financial has approximately 7 employees across 2 continents, including North America and Europe. Key team members include Operations Manager: A. A. W. and Operations Associate: J. B. Explore Wood Tarver Financial's employee directory with LeadIQ.

What industry does Wood Tarver Financial belong to?

Wood Tarver Financial operates in the Investment Management industry.

What technology does Wood Tarver Financial use?

Wood Tarver Financial's tech stack includes WP Rocket, Amazon Web Services, WordPress, Node.js, Datadog, YouTube, Google Analytics and Nginx.

What is Wood Tarver Financial's email format?

Wood Tarver Financial's email format typically follows the pattern of First.Last@raymondjames.com. Find more Wood Tarver Financial email formats with LeadIQ.

When was Wood Tarver Financial founded?

Wood Tarver Financial was founded in 2007.

Wood Tarver Financial

Q: How many employees does Wood Tarver Financial have currently?

Wood Tarver Financial has approximately 7 employees.

Q: What technology does Wood Tarver Financial use?

Wood Tarver Financial's tech stack includes Cloudflare Bot Management, Cloudflare CDN, Cloudflare, MySQL, Google Analytics.

Q: What is Wood Tarver Financial's NAICS code?

Wood Tarver Financial's NAICS code is 5239 (Other Financial Investment Activities).

Investment ManagementIdaho, United States2-10 Employees

Wood Tarver Financial is an investment management firm based in Boise, Idaho, that describes itself as fiduciaries and independent advisors. The firm emphasizes a holistic planning approach through its NESTEGG Score, which integrates taxes, income, and retirement goals to tailor guidance for each client. With a small team, the company serves individuals seeking personalized financial oversight and objective, non-commissioned advice within the investment management space. The organization positions itself within the broader financial services industry as a fiduciary alternative to traditional broker-dealers, focusing on independence and client-centered decision making. A recent development includes the firm reporting an equity stake in Clorox, reflecting ongoing client or firm-level investment activity.