Woodmont Financial Partners believes the best advice comes with no strings attached. You pay only for the time you need, billed hourly — no asset-based fees or subscriptions. We're fee only, but with a different approach.

We offer retirement, tax, estate, and investment advice tailored to your goals, with no sales pressure and no account minimums.

Paulo Lopes, who started the firm after working as an attorney, brings both a legal background and a BBA in finance to help clients make informed decisions.

Our goal is to give you the knowledge and clarity to make confident financial decisions, whether you're a DIY investor or just want straightforward guidance.

You’ll get an upfront quote for your plan so there are no surprises, just transparent, objective advice.

You stay in control. Implement the plan yourself or let us support you along the way. We work with clients at all levels of financial complexity.

OUR SERVICES AND FEE STRUCTURE:

We begin with a flat-fee comprehensive plan, ideal for DIY investors who want a clear strategy with optional check-ins.

• Initial Flat Fee Plan: $5,000 to $15,000 based on complexity. A personalized quote follows your free introductory call (bookable on our website).

• Hourly Support: Ongoing advice is available at $385 per hour, for existing clients and for those with specific questions.