About Us
What We Do A Resource On Your Life Journey.
Woodmont Wealth was born out of a desire to enhance and expand your client experience, focusing not only on where you are, but where you aspire to be.
About Us A Team That
Understands You
At Woodmont Wealth, we strive to provide an excellent client experience through commitment and service.
After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives.
What is a CFP?
The CERTIFIED FINANCIAL PLANNER™ designation is a standard of excellence for financial planning. To earn CFP® recognition, we have pursued advanced educational and training requirements while building our experience working with clients. We’re held to the highest ethical standards and use a broader skillset to design personalized financial plans that put our clients’ success first and foremost. When you need guidance that helps you understand the ever-changing complexities of your financial landscape, having a CFP® in your corner can help.
Michael Lyubinsky
Founder & Wealth Advisor
Vik Saha
Client Services Manager
Jessica Dougherty
Business Manager - Insurance Operations
Matt Grace
Director of Financial Planning
Michael Dempsey
Marketing Director