Wood Financial Group
Hendersonville, TN
Retirement planning firm with five offices across Tennessee and Kentucky, led by Wes Wood.
Quick Facts
Category: Financial Advisors
Address: 181 E Main St #7, Hendersonville, TN
Phone: (615) 826-5749
Website: https://woodfinancialgroup.com
Service area / notable facts: Five offices: Hendersonville, Franklin, Mt. Juliet, Murfreesboro (TN) and Bowling Green (KY)
Overview
Wood Financial Group is a retirement planning firm headquartered in Hendersonville, serving clients from five offices: Hendersonville, Franklin, Mt. Juliet, and Murfreesboro in Tennessee, plus Bowling Green in Kentucky. Founder Wes Wood has gained public visibility on financial literacy through appearances on the local “Money Matters” television program. Team member Rachel Biggerstaff was named to InvestmentNews’s “US in 100M Club Top Female Advisors” list in 2025.
The firm’s core focus is retirement planning solutions, alongside tax-efficient planning, insurance products, and general investment advisory services. A special client program called the “Wood Elite Club” is also offered. The firm’s methodology is structured around a three-phase process called the “Wood Retirement Roadmap”: Dream (learning the client’s goals), Map (financial mapping), and Drive (implementing the plan).
The firm’s five-office regional network covers a wide geography from Nashville’s northern suburbs (Hendersonville, Mt. Juliet) to its southern suburbs (Franklin, Murfreesboro), and even extends across the state line into Kentucky. This offers an accessible, multi-point service network especially for Middle Tennessee residents approaching retirement. The firm’s InvestmentNews “100M Club” award and appearances on local media outlets like WSMV and NewsChannel 5 reflect its regional recognition, and a Main Street Awards certification further supports its standing in the local business community.
Services
- Retirement planning
- Tax-efficient planning
- Insurance products
- Investment advisory services
- “Wood Elite Club” client program
- “Wood Retirement Roadmap” (Dream, Map, Drive process)
What Sets Wood Financial Group Apart
- Five-office network spanning Tennessee and Kentucky
- Founder’s television visibility through “Money Matters”
- Team member recognized on InvestmentNews “100M Club” Top Female Advisors list
- Structured three-phase “Wood Retirement Roadmap” methodology
- Main Street Awards certification
Frequently Asked Questions
How many offices does Wood Financial Group have?
The firm operates five offices: Hendersonville, Franklin, Mt. Juliet, and Murfreesboro in Tennessee, and Bowling Green, Kentucky.
What is the “Wood Retirement Roadmap”?
It’s the firm’s three-phase planning methodology: Dream (understanding client goals), Map (financial mapping), and Drive (implementing the plan).
Has anyone at Wood Financial Group received industry recognition?
Yes, advisor Rachel Biggerstaff was named to InvestmentNews’s “US in 100M Club Top Female Advisors” list in 2025.
Location & Contact
- Address: 181 E Main St #7, Hendersonville, TN
- Phone: (615) 826-5749
- Website: https://woodfinancialgroup.com
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