This designation is one of the most recognized in the financial services industry. CERTIFIED FINANCIAL PLANNER™ (CFP®) professionals demonstrate extensive knowledge and skill in analyzing and developing personal, long-term financial strategies for their clients. Financial Advisors with this certification specialize in reviewing your current assets, creating a personalized and flexible investing plan for you, and coordinating your estate planning strategies with other professionals in your life.
Both of our advisors proudly hold this certification and have completed the rigorous courses and examinations required to earn the designation through the Certified Financial Planner Board of Standards.
This designation program provides advisors with the specialized knowledge to help high-net-worth clients in sports and entertainment capitalize on opportunities to preserve, grow, and transfer their wealth. Your skills, augmented with knowledge gained from this program, will help you analyze and evaluate different planning strategies, including qualitative planning, trusts, investments, employee and retirement benefits, cash flow and tax planning, business planning, and estate planning.
An achieved certification through The American College of Financial Services that illustrates the ability to understand, choose, and execute a sustainable retirement income strategy.
Joshua Woodby was named a Premier Advisor by Wells Fargo Advisors in 2022 and 2021. 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.
The PIM® program is a customized portfolio management program geared toward your specific investment goals. A Financial Advisor who has met stringent criteria based on experience and expertise acts as your personal portfolio manager.
The Fundamental Choice Management program is a discretionary investment program that seeks to leverage fundamental and quantitative research strength by implementing an investment discipline unique to individual clients.
The Fundamental Choice Portfolio Manager program is not designed for excessively traded or inactive accounts, and may not be suitable for all investors. Please carefully review the Wells Fargo Advisors advisory disclosure document for a full description of our services. The minimum account size for this program is $50,000.
Amy Arthur holds an MFA from The Ohio State University and a BFA from the University of Iowa.
Joshua Woodby holds a BA in Marketing from Walsh University.
Amy Arthur was named a Five Star Wealth Manager in 2022, 2021, and 2020. Joshua Woodby earned this recognition in 2022, 2021, 2020, and 2019. This program conducts comprehensive field research to identify top performers. Winners are selected based on 10 objective criteria, information collected from peers and firm leaders, as well as key performance indicators such as client retention rates. Industry experience is considered in award decisions, and all honorees pass a thorough review of regulatory history.
*The Five Star Wealth Manager award, administered by Crescendo Business Services, LLC (dba Five Star Professional), is based on 10 objective criteria. Eligibility criteria – required: 1. Credentialed as a registered investment adviser or a registered investment adviser representative; 2. Actively licensed as a registered investment adviser or as a principal of a registered investment adviser firm for a minimum of 5 years; 3. Favorable regulatory and complaint history review (As defined by Five Star Professional, the wealth manager has not; A. Been subject to a regulatory action that resulted in a license being suspended or revoked, or payment of a fine; B. Had more than a total of three settled or pending complaints filed against them and/or a total of five settled, pending, dismissed or denied complaints with any regulatory authority or Five Star Professional’s consumer complaint process. Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through Five Star Professional’s consumer complaint process; feedback may not be representative of any one client’s experience; C. Individually contributed to a financial settlement of a customer complaint; D. Filed for personal bankruptcy within the past 11 years; E. Been terminated from a financial services firm within the past 11 years; F. Been convicted of a felony); 4. Fulfilled their firm review based on internal standards; 5. Accepting new clients. Evaluation criteria – considered: 6. One-year client retention rate; 7. Five-year client retention rate; 8. Non-institutional discretionary and/or non-discretionary client assets administered; 9. Number of client households served; 10. Education and professional designations. Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers. Award does not evaluate quality of services provided to clients. Once awarded, wealth managers may purchase additional profile ad space or promotional products. The Five Star award is not indicative of the wealth manager’s future performance. Wealth managers may or may not use discretion in their practice and therefore may not manage their client’s assets. The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed as an endorsement of the wealth manager by Five Star Professional or this publication. Working with a Five Star Wealth Manager or any wealth manager is no guarantee as to future investment success, nor is there any guarantee that the selected wealth managers will be awarded this accomplishment by Five Star Professional in the future. For more information on the Five Star award and the research/selection methodology, go to fivestarprofessional.com. 1164 Columbus-area wealth managers were considered for the award; 78 (7% of candidates) were named 2022 Five Star Wealth Managers. 1,157 Columbus-area wealth managers were considered for the award; 77 (7% of candidates) were named 2021 Five Star Wealth Managers. 2020: 1,048 considered, 71 winners; 2019: 1,061 considered, 79 winners.