Daniel Milks is a CERTIFIED FINANCIAL PLANNER™ and the founder of Woodmark Advisors, a fee-only fiduciary firm based in Upstate South Carolina. After graduating from Clemson University with a degree in Business Management, Daniel began his career with Wells Fargo Advisors before launching Woodmark in 2018. With nearly a decade of experience, he specializes in building personalized financial plans and managing investment portfolios with clarity and care.

Woodmark Advisors is committed to providing accessible, unbiased financial guidance with no asset minimums. Whether you’re planning for retirement, managing investments, or looking for tax-efficient strategies, Daniel and his team offer client-focused support tailored to your unique goals.

Outside of work, Daniel enjoys the outdoors, Clemson football, and time with his wife Kayla and their two dogs.

Designations, Certifications and Affiliations

CPA – Certified Public Accountant
CFP® – CERTIFIED FINANCIAL PLANNER™
FIDO – Member of Fiduciary Organization, LLC (FIDO)
NAPFA – Registered Financial Advisor

Our Services Include

Retirement Planning
401(K) & Retirement Plan Rollover
Employee Benefits
Business Planning
Estate Planning
Trust Services
Family Planning
Traditional & Roth IRA’s, Joint Accounts

Who We Serve

Retirees
Business Owners
Trusts & Estates
Families & Individuals

About Us

Our Services

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Fiduciary Organization, LLC (FIDO) is a registered investment adviser located in Greenville, SC. This information is provided for guidance and information purposes only. Investments involve risk and unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy. This information is not intended to provide investment, tax, or legal advice. Copyright © Fiduciary Organization, LLC (FIDO) 2025. All Rights Reserved.

HelpVet

1122 Reviews

Daniel has always been very professional, friendly, patience and very pleasant to work with.

May 13, 2025 12:45 pm

5^{/ 5}

Daniel has always been very professional, friendly, patience and very pleasant to work with. He has provided excellent advice to me and my husband when called upon. I would highly recommend him and the group to my family and friends. He has been a blessing to us. Thanks, Daniel, for all you do on our behalf. God bless you always. ~ Lisa Snelgrove ~

Daniel Milks

1 Review for Daniel Milks

HelpVet

Daniel has always been very professional, friendly, patience and very pleasant to work with.

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