Tim Woodward, CFP®, CKA®, MBA
Managing Partner
He helps you WIN in your finances.
He co-founded Blend Wealth, a wealth management and accounting firm designed to simplify and optimize your entire financial life through a blend of top notch financial services.
Here’s his background…
Tim is a CERTIFIED FINANCIAL PLANNER™ (CFP®), Certified Kingdom Advisor (CKA®) and a number-cruncher to the core. He joined the industry after a successful “first” career in engineering at Ford Motor Company and Toyota Industries. He fell in love with personal finance during his MBA coursework at the University of Michigan.
The transition to the wealth management industry appealed to him because he could crunch numbers and solve analytical challenges for people instead of parts. Tim’s dedication to his clients and ability to deliver results was quickly noticed as he became Partner of another wealth management firm in just 3 years that served 150 households and managed over $250 million in assets!
Tim’s commitment to putting his clients' interests first has been the cornerstone of his success. He firmly believes that everyone is on their own financial journey, and he is dedicated to helping them navigate the complexities of their finances to reach their goals. He is passionate about analyzing numbers and translating the data into simple, plain English so that clients can confidently make decisions.
After a decade of serving clients, Tim felt called to launch his own firm alongside his wife, Alexis, where they could provide a more high-touch, full-service offering to families and business owners.
They knew there was a major need from business owners looking for help understanding their finances and growing a profitable business. And no other wealth management firm was helping business owners to this extent while also prioritizing customer service. With the help of their incredible team, they are now able to offer business advisory services that are designed to help business owners increase their profit and cash flow.
Together, Tim and Alexis have built a virtual family office that provides personal advisory and business advisory services to clients virtually all over the country.
Tim loves spending quality time with Alexis and their sons Conner and Christian, serving in his church, CrossFit, and being outdoors.
Professional Affiliations:
CERTIFIED FINANCIAL PLANNER™ (CFP®)
CERTIFIED KINGDOM ADVISOR (CKA®)
CERTIFIED DIGITAL ASSET ADVISOR™ (CDAA)
XY Planning Network
NAPFA Registered Advisor
Education:
University of Michigan
Master of Business Administration
Purdue University
Bachelor of Science in Mechanical Engineering
Indiana Wesleyan University
Certified Kingdom Advisor (CKA®) Educational Program