Tim Woodward
CFP®, MBA
Blend Wealth
Co-Founder | Wealth Advisor
We help Christian Blended Families who want to honor God and build wealth by being intentional with their money & in their marriage.
I am Fee-Only
I do not accept commission, referral fees, or compensation of any kind based on selling financial products, without exception.
I am a Fiduciary
I will put your best interests first, and fully disclose and manage unavoidable conflicts fairly in your favor, at all times.
Get to Know Tim Woodward
Tim Woodward, CFP®, MBA is Co-Founder and Wealth Advisor at Blend Wealth in Indianapolis, IN.
I am a number-cruncher to the core. I strongly believe that a data driven approach to wealth building is the key to helping people understand how even small decisions can significantly impact financial goals.
I help simplify financial decision-making by letting the data do the talking and by applying my engineering brain to interpret numbers and translate what they’re saying into plain, simple, English.
I am a CERTIFIED FINANCIAL PLANNER™ professional and joined the industry following a successful “first” career in engineering. I believe in the value of wealth building for all families and the positive impact that good stewardship has on yourself, your marriage, your family and your community.
I have always had a passion for helping others, and now I'm fortunate to help blended families navigate these same complexities that we have experienced on our blended family journey.
I have a heart for marriage, for families and blended families who desire great relationships combined with financial freedom. I love to spend time with my wife Alexis and our boys Conner & Christian. You will often find us outdoors exploring new parks, hiking, biking, camping or hanging out by the pool.
Professional Experience:
• CERTIFIED FINANCIAL PLANNER™ (CFP®) professional
• University of Michigan - Master of Business Administration
• Purdue University - Bachelor of Science in Mechanical Engineering
I Can Help You With:
- Comprehensive Financial Planning
- Cash Flow & Debt Management
- Tax Planning
- Retirement Planning
- Tax Planning
- Estate Planning
- Investment Management
- Employee Benefits Review
- College Education Planning
- Insurance Planning
Office Locations
By Appointment and Virtual - Indianapolis, IN 46236
Advisor Disclosure
Blend Wealth Advisors LLC (“Blend Wealth”) is a registered investment advisor located in the State of Indiana. Blend Wealth may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements. Registration does not imply a certain level of skill or training.
The presence of this website on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute.
Follow-up or individualized responses to consumers in a particular state by Blend Wealth in the rendering of personalized investment advice for compensation shall not be made without our first complying with jurisdiction requirements or pursuant an applicable state exemption.
All written content on this site is for information purposes only. Opinions expressed herein are solely those of Blend Wealth, unless otherwise specifically cited.
Material presented is believed to be from reliable sources and no representations are made by our firm as to other parties’ informational accuracy or completeness.
All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation.