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We’re All About Relationships.

At WDW Financial, we know everyone has a story.  That story determines your approach and mindset around financial planning.  We take the time to hear that story, identifying your unique needs and goals.  Then, with this foundation in place, we apply our disciplined process to help you meet your financial objectives.

personal, goal-driven
financial strategy

At WDW, our professionals work with you to build a personal, goal-driven financial strategy based on your time frame and risk tolerance. When choosing investments, portfolios, and time horizons, we focus on what is uniquely important to your family.

personal, goal-driven
financial strategy

At WDW, our professionals work with you to build a personal, goal-driven financial strategy based on your time frame and risk tolerance. When choosing investments, portfolios, and time horizons, we focus on what is uniquely important to your family.

Meet Our Partners

David Dugger
PARTNER, CPA, CFP®
Susan Wilhoit
PARTNER, CRPC®
stephen falk
PARTNER, CFP®
james westbrooks
PARTNER, CLU

Contact us today | 469-621-1800