Tim Woodward

CFP®, MBA

Blend Wealth

Co-Founder | Wealth Advisor

Tim Woodward

CFP®, MBA

Blend Wealth

Co-Founder | Wealth Advisor

I have a heart for marriage, for families and blended families who desire great relationships combined with financial freedom. - Tim Woodward, CFP®, MBA

We help Christian Blended Families who want to honor God and build wealth by being intentional with their money & in their marriage.

Are you feeling overwhelmed by your financial life and the additional complexities that come with being a blended family? At Blend Wealth, we live at the intersection of money and marriage, and we believe you deserve to feel confident in your future so that you can spend more time with your family doing things that fulfill you. We approach financial planning a little bit different than other financial advisors because we focus on your wealth, not just your investments. True wealth is comprised of meaningful relationships in combination with financial freedom. In other words, the financial means to do what you want in life, and great people around you to share your life with – is how we define wealth! 

Tim Woodward is an Indianapolis, IN fee-only financial advisor serving clients locally and virtually across the country. Blend Wealth provides comprehensive wealth planning to help blended families organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Tim Woodward is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.

Tim Woodward, CFP®, MBA is Co-Founder and Wealth Advisor at Blend Wealth in Indianapolis, IN.


I am a number-cruncher to the core. I strongly believe that a data driven approach to wealth building is the key to helping people understand how even small decisions can significantly impact financial goals. 

I help simplify financial decision-making by letting the data do the talking and by applying my engineering brain to interpret numbers and translate what they’re saying into plain, simple, English.

I am a CERTIFIED FINANCIAL PLANNER™ professional and joined the industry following a successful “first” career in engineering. I believe in the value of wealth building for all families and the positive impact that good stewardship has on yourself, your marriage, your family and your community.

I have always had a passion for helping others, and now I'm fortunate to help blended families navigate these same complexities that we have experienced on our blended family journey.

I have a heart for marriage, for families and blended families who desire great relationships combined with financial freedom. I love to spend time with my wife Alexis and our boys Conner & Christian. You will often find us outdoors exploring new parks, hiking, biking, camping or hanging out by the pool.

Professional Experience:

• 
CERTIFIED FINANCIAL PLANNER™ (CFP®) professional
• University of Michigan - Master of Business Administration 
• Purdue University - Bachelor of Science in Mechanical Engineering

Tim Woodward is a Member of the National Association of Personal Financial Advisors

The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.

NAPFA members live by three important values:

  • To be the beacon for independent, objective financial advice for individuals and families.
  • To be the champion of financial services delivered in the public interest.
  • To be the standard bearer for the emerging profession of financial planning.

Blend Wealth offers wealth planning for blended families.

As both a Christian family and a blended family, we understand what it's like to have been broken and then redeemed. That's why we are on a mission to help restore and encourage the family unit through wealth planning. We also know that in a blended family, even when things are good, they are more complex. So, at Blend Wealth we aim to help organize and simplify your wealth building journey.

You deserve to feel confident in your future so that you can spend more time doing things that fulfill you. That’s why we partner with you to advise and manage your finances, so you can focus more on your family. We help guide you through accumulating wealth, protecting your wealth and ultimately transferring your wealth; all for HIS glory. From implementing charitable giving, to saving for your child's education, to planning for vacations - we're here to help blend it all together so you can achieve true wealth.

At Blend Wealth, we define true wealth as having deep, meaningful, relationships combined with the financial freedom to pour into those relationships. We take a collaborative approach to our process. We crunch the numbers, educate you and make recommendations for you and your family to consider. No jargon. No pressure. Just a straightforward approach that prioritizes communication and helps you get from where you are, to where you want to be, both relationally and financially.

Our mission is to provide meaningful wealth planning to families and ultimately help you make your marriage your BEST and LAST marriage.

Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.

Specialties

  • Comprehensive Financial Planning
  • Cash Flow & Debt Management
  • Tax Planning
  • Retirement Planning
  • Tax Planning
  • Estate Planning
  • Investment Management
  • Employee Benefits Review
  • College Education Planning
  • Insurance Planning

Ideal Clients

  • Christian Families
  • Blended Families
  • Growing Families
  • Building Wealth for a Purpose
  • Desire to Honor GOD with Finances
  • Mutually Committed to the Process
  • Intentional with Money & Marriage
  • Desire Work/Life Balance
  • Focused on Health & Wealth
  • Lifelong Learner

Working Together

  • No Commissions
  • No Sales
  • No Minimums
  • CFP® Standard
  • Sworn Fiduciaries
  • Virtual Services
  • In-Office Meetings
  • Zero Pressure Initial Meeting
  • Clearly Defined Fees
  • Transparency

Professional Designations & Affiliations

  • National Association of Personal Financial Advisors (NAPFA)
    Tim Woodward is a NAPFA-Registered Financial Advisor

    The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.

  • Certified Financial Planner (CFP)
    Tim Woodward is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for Verification

    CFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.

  • XY Planning Network
    Tim Woodward is a Member of the XY Planning Network

    The XY Planning Network is the leading organization of fee-only financial advisors who are focused on working with Generation X and Generation Y clients. Our mission is to connect consumers with best-in-class financial advisors who specialize in working with clients just like you.

Contact Tim Woodward

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Office Locations:

  • By Appointment and Virtual
    Indianapolis, IN 46236

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