What departments does Wood Tarver Financial have?

Wood Tarver Financial has employees across 1 departments including Operations.

What is the largest department at Wood Tarver Financial?

The largest department at Wood Tarver Financial is Operations with 2 employees.

Where are Wood Tarver Financial employees located globally?

Wood Tarver Financial has employees across 2 continents and 2 countries including United Kingdom Of Great Britain And Northern Ireland, United States Of America.

How has Wood Tarver Financial's team size changed over time?

Wood Tarver Financial's team has remained stable from approximately 5 to 5 employees based on available data.

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Wood Tarver Financial Employee Directory

Investment ManagementIdaho, United States2-10 Employees

Wood Tarver Financial is an investment management firm based in Boise, Idaho, that describes itself as fiduciaries and independent advisors. The firm emphasizes a holistic planning approach through its NESTEGG Score, which integrates taxes, income, and retirement goals to tailor guidance for each client. With a small team, the company serves individuals seeking personalized financial oversight and objective, non-commissioned advice within the investment management space. The organization positions itself within the broader financial services industry as a fiduciary alternative to traditional broker-dealers, focusing on independence and client-centered decision making. A recent development includes the firm reporting an equity stake in Clorox, reflecting ongoing client or firm-level investment activity.

Wood Tarver Financial Global Highlights

North America
5

United States Of America
5

Europe
1

United Kingdom Of Great Britain And Northern Ireland
1

Wood Tarver Financial's Leadership

A. A. W.
Operations Manager
Mobile Phone
Email
J. B.
Operations Associate
Mobile Phone
Email

Wood Tarver Financial Employee Metrics

100%

50%

2026

2025

Banking
Accounting
Administrative
Analytics
Arts & Design
Other

Contact profiles from Wood Tarver Financial

Name

Title

Contact Info

Location

Last Update

A. A. W.
Operations Manager
Mobile Phone
Email
United StatesIdaho
Apr 16, 2026
J. B.
Operations Associate
Mobile Phone
Email
United StatesIdaho
Jun 08, 2026

Frequently Asked Questions

What is Wood Tarver Financial known for?

Wood Tarver Financial was founded in 2007 operates in the Investment Management industry. Explore Wood Tarver Financial's company overview page for more information.

What is Wood Tarver Financial's most common email format?

Wood Tarver Financial employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Wood Tarver Financial email formats with LeadIQ.

How many employees does Wood Tarver Financial have currently?

Wood Tarver Financial has approximately 7 employees as of July 2026. These team members are located across 2 continents, including North AmericaEurope.

Who are Wood Tarver Financial's key employees and leadership?

As of July 2026, Wood Tarver Financial's key employees include:

Operations Manager: A. A. W.
Operations Associate: J. B.

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Wood Tarver Financial Employee Directory

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