Adam L. Woods

Senior Financial Advisor

Phone: 503-224-6868, ext. 112
Fax: 503-224-6887
E-mail:

Biography

 

 

 

 

 

 

Adam L Woods is Co-Founder and Senior Financial Advisor at Cedar Mountain Advisors, LLC. This boutique-consulting firm provides customized asset management and comprehensive financial planning to businesses and individuals.  As a Managing Member, Mr. Woods’ responsibilities include supervising all investment activities as well as providing asset management and analytical expertise.

 

Mr. Woods provides comprehensive planning and advisory services to his corporate and individual clients. Personalized fee-based planning consists of Investment, Retirement, Estate, Education, Business Continuation, and Executive Benefit consulting.

 

Prior to founding Cedar Mountain Advisors, Adam served 5 years as Investment Specialist and Senior Financial Planner at New England Financial.  As New England Financials Investment Specialist, Mr. Woods was responsible for supervising and managing the firm’s investment and financial planning businesses, assisting in sophisticated joint casework, and providing advisor training and recruiting.

 

Prior to joining New England, Adam served for 5 years in the positions of Director of Research and Portfolio Manager at The H Group, Inc. While at The H Group, his responsibilities included co-managing $200+ million of discretionary portfolios and performing on-going institutional level analysis as well as advisor education.  In 1998, Adam established a private practice providing advisory and planning services, to an established group of personal and professional clients. 

 

Mr. Woods began his investment career with Portland-based M/P Advisory, Inc., where he worked for 3 years as a securities analyst.  He graduated from Oregon State University with a Bachelor of Science degree in Economics.  Adam lives with his wife and two children in Beaverton.