Woody  Derricks,  CFP<sup>&reg;</sup> - Financial Advisor

Woody Derricks, CFP®

ADPA®

President

Partnership Wealth Management

2809 Boston Street, Suite 509
Baltimore, MD 21224
FINANCIAL ADVISOR'S WEBSITE
(410) 732-2633 CONNECT WITH Woody
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General

Woody Derricks is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Partnership Wealth Management in Baltimore, MD and the surrounding communities.

Financial Advisor Overview

Partnership Wealth Management is a Baltimore-based company that helps clients in Annapolis, Alexandria, and Washington, DC. Because our clients may move or refer us to friends and family out of state, we also service clients in over a dozen states around the country. While we meet with our local clients at our office, we also offer the option for appointments via our Live Meeting connection for those who cannot meet us in person. At Partnership Wealth Management, we help everyday people who have accumulated wealth make sense of what they have and work with them to maximize their financial opportunities. Our clients are typically down-to-earth people who have worked hard to create a quality of life they can enjoy for years to come. Many of our clients were not born into wealthy families; they are people who kept their debt low and invested for the future. Our clients are people looking for a personal financial advisor because they lack the time, knowledge, or desire to create and monitor their financial plan. Partnership Wealth Management provides our clients with reassurance regarding their financial planning goals by helping them understand their financial options for today and the future.We will take the time to thoroughly explain our recommendations to ensure you know what you are doing, why you are doing it, and what your costs will be. We work with a smaller group of clients in order to meet our high standard of service and to provide personal attention to each of our clients. Working with us as your independent financial advisor, you won’t have to worry about our recommendations being biased towards a specific investment or product company.

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Financial Advisor Experience

Starting my career as a Financial Advisor in 1998 has given me a broad perspective about wealth management. I have seen some of the best and worst markets in our history. That experience allows me to approach my clients with the knowledge of how the markets fit into their greater financial picture. The market’s ups and downs aren’t just about dollars and cents; clients’ emotions ride the same waves as the markets. Of course, retirement and sudden life changes can be stressful moments as well. As a result, a large part of my role is helping clients on an emotional level as we discuss their finances. My perspective has also been broadened by serving as an advisor, a mentor, and as a manager throughout my career. I am a CERTIFIED FINANCIAL PLANNER™ professional and have the Accredited Domestic Partnership Advisor™ designation.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Other - Accredited Domestic Partnership Advisor Mastery of Philanthropic Solutions in Financial Planning

Insurance Licenses

  • Life insurance
  • Health/disability insurance

Broker-Dealer Affiliation

None/NA

Financial Advisor's Specialties

Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Asset Allocation, Cross-border Planning, Career Change, Investment Management, Estate Planning, Getting Divorced, Getting Married, Insurance, Job Loss, Life Planning, Retirement, Stocks & Bonds, Long-term Care, Sudden Wealth, Nontraditional Households, Women's Finances

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Helpful Financial Planning Resources