Hi. 👋
I’m Brandon Woods.

Location
Fort Worth, TX
Experience
8 years
Credentials
- CERTIFIED FINANCIAL PLANNER™
- Certified Kingdom Advisor

I started my journey as a financial advisor in 2016. My passion for helping people prioritize and achieve their goals led me to this position. I thrive on distilling complex topics into real insights to help clients move forward confidently.

I hold the CERTIFIED FINANCIAL PLANNER™ and Certified Kingdom Advisor designations. This education and my incredibly high standard of good financial advice helped me earn a spot on D Magazine’s list of the “Best Financial Planners in Dallas” in 2022.

My wife Kelsey and I share a love for home renovation projects and outdoor adventures with our growing family.

If you choose to put your trust in me to help you with your financial planning, I won’t take that lightly. Please reach out today to see if we’d be a match.

Team Oak

Oak Team

Team Oak symbolizes strength, potential, and quiet confidence. With a structure built to endure and branches ready to grow, Oak brings thoughtful energy and balanced support to clients and colleagues alike.

At Root, teams are designed to deliver exceptional client care through structure, support, and collaboration. Each includes a team of Lead Advisors, Associates, and Client Service professionals—guided by a Senior Advisor to provide insight and mentorship. Clients get the benefit of a dedicated relationship, backed by a well-rounded team working together toward shared success.

Brandon Woods

Lead Financial Advisor

Harry Sommers, Root Financial Associate Advisor

Financial Advisor Team

Associate Advisor Team

Client Success Team

I’d love the opportunity to help you.

Take the first step by scheduling your Explore Call below.

3 Big Tax Mistakes EVERY Retiree Makes (Real Examples)

Hi. 👋 I’m Brandon Woods.

Team Oak

Oak Team

Recent Content From Brandon Woods

Smart Tax Strategies Can Maximize Your Retirement Savings- LIVE with Ari Taublieb CFP®, MBA

Smart Tax Strategies Can Maximize Your Retirement Savings- LIVE with Ari Taublieb CFP®, MBA

I’d love the opportunity to help you.

Meet more advisors.

Hi. 👋
I’m Brandon Woods.