Blending personal and business finances.
We manage your entire financial life.
CFP® & CPA team
Highly responsive
Efficient
Fee-only / no commissions
Independent
Emphasis on business & tax strategy
About Blend
Blend Wealth was created to help you get from where you are to where you want to be with personal and business CFO services.
Our mission is to help business owners achieve their business and personal goals.
Finances can be complex and confusing, but we thrive in complexity. We’re here to help you figure it out and simplify your life.
We are Christian financial planners and accountants that understand the integration of biblical wisdom and professional advice.
We will dive deep into your goals and guide you through all financial decisions you face.
Meet the Team
-
Tim Woodward, CFP®, CKA®, MBA
Managing Partner
-
Alexis Woodward, CFP®, CKA®
Partner
-
Andrew Couch, CPA
Managing Director | Accounting & Tax
-
Heather Couch
Bookkeeper & Payroll Specialist