Woolman Financial Group is an independent, fee-only Registered Investment Adviser (RIA) firm based in Evansville, Indiana. The company is dedicated to providing comprehensive financial planning and investment management services with a fiduciary commitment, meaning they are legally obligated to act in their clients' best interests. Their primary mission is to help a niche clientele of physicians and dentists navigate complex financial decisions, manage investments, and plan for retirement and other life goals. The firm was founded by Steven M. Woolman, a CERTIFIED FINANCIAL PLANNER™ professional.

Founded in

United States