contact information

driving directions

From Route 17 N turn left onto N Road St. Turn left onto E Elizabeth St/US Hwy 158 W. Turn right onto N Water St. We are located at 113 S Water St above Cypress Creek Grill restaurant.


  • Wealth Management Strategies
  • Retirement Strategies
  • Estate Strategies
  • Business Succession
  • Financial Advisors

about us

We are a team of investment professionals with over 115 years of combined experience in providing sound financial advice. Our goal is to provide superior personalized service to our clients. Financial Advisors William Whichard and John Woolard have been recognized by Wells Fargo Advisors as Premier Advisors* for over 10 years. In each relationship we try to put ourselves in your shoes and strive to thoroughly understand how investing affects your life. In an effort to achieve a deeper understanding, we take time in our relationship with you - learning about your goals, priorities and risk tolerance. Only then can we provide a totally comprehensive investment strategy. As your lifetime financial advisors, we put the pieces together to create the right plan for you and your family. *The Premier Advisor distinction is held by a select group of Financial Advisors within Wells Fargo Advisors as measured by completion of educational components, business production based on either of the past two years, and professionalism. Additional criteria, including length of service, may also be used to determine recipients. Investment and Insurance Products are: *Not Insured by FDIC or Any Federal Government Agency *Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate *Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company. CAR-0122-03050