Bermuda Run, North Carolina Fee-Only · Fiduciary Established 1985
(336) 998-7000
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Our History

From an office in R. J. Reynolds' renovated cow barn to over four decades of sound investment counsel.

Founded in 1985, Woodard & Company has grown from an office above a restored farm barn into one of North Carolina’s larger established independent Registered Investment Advisors, through four offices and one enduring philosophy.

The restored R. J. Reynolds Cow Barn in Reynolda Village, the original Woodard & Company office from 1985
— The restored R. J. Reynolds Cow Barn, Reynolda Village —
1985 - 1993

Reynolda Village.

A small office above a restored farm barn, and a commitment that has never changed.

Woodard & Company Asset Management Group, Inc. was founded in March of 1985. Our first office was in the upstairs of the restored “Cow Barn” at the R. J. Reynolds farm in Winston-Salem. The farm had been built in the early 1900s and was converted to shops and offices by Wake Forest University in the 1970s.

From the outset, John B. Woodard, Jr. designed the firm around principles that were, at the time, unusual in a regional investment practice: focus on fee asset management, fiduciaryFiduciaryA person or firm legally required to place the interests of its clients above its own at all times. A fiduciary must disclose conflicts of interest and recommend only what is in the client’s best interest.Close × responsibility to clients, and a team-based decision-making structure. Those principles have not changed in over forty years.

The firm’s earliest years were spent on the grounds of the Reynolda Estate, the former country home of R. J. Reynolds and today one of the most storied properties in the region. It was a fitting setting for a firm that would come to treat client wealth as something to be stewarded across generations, not rented by the quarter.

1993 - 1998

The Lewis Eberhardt House, Old Salem.

In 1993, Woodard & Company purchased the Lewis Eberhardt House in Old Salem, the original early-1800s Moravian clockmaker’s residence, located directly across from the Museum of Early Southern Decorative Arts on Main Street.

Old Salem is the historical center of Winston-Salem. The decision to locate there was deliberate: a firm built on principles of permanence and tradition should be housed in a building that reflected the same values. The move also signaled the firm’s growing institutional standing within the community it served.

The Lewis Eberhardt House in Old Salem, the Woodard & Company office from 1993 to 1998
— The Lewis Eberhardt House, Main Street, Old Salem —
150 South Stratford Road, the Woodard & Company office from 1998 to 2006
— 150 South Stratford Road —
1998 - 2006

South Stratford Road.

In 1998, the firm relocated to 150 South Stratford Road. This move brought Woodard & Company to the area of Winston-Salem where investment firms were concentrated, making the firm more visible to the institutional community and more accessible to clients.

The Stratford Road office served a period of significant growth, as the firm’s reputation for disciplined, fee-only management expanded its client base across the Piedmont Triad.

2006 - Today

Kinderton, Bermuda Run.

In 2006, Woodard & Company made the decision to again have ownership of its facility, establishing its headquarters at Kinderton in Bermuda Run. The firm designed and built its current office to meet specific operational needs, and, importantly, to guarantee the security and privacy of client records under its own control.

The office is located near Tanglewood Park, across from the Bermuda Run Country Club, within the Kinderton Business Park. Its architecture is drawn from the design of a Virginia home built in the late 1600s, a quiet reminder that some things are worth preserving.

Today, the firm serves individuals, families, and institutions from this location, managing more than one billion dollars in client assets. The office is open Monday through Friday, 8:30 to 5:00, closed on market holidays.

The Woodard & Company headquarters at 117 Kinderton Boulevard, Bermuda Run, North Carolina
— 117 Kinderton Blvd., Bermuda Run —
“The principles that govern sound investing do not change, and our work, since 1985, has been to hold the discipline when markets, and others, have not. That is the obligation we accepted at the beginning, and the one we carry still, on behalf of the families who have trusted us with what matters.”
— John B. Woodard, Jr., Founder
Request an Introduction

Over forty years of consistency.

If you value a firm that has kept its principles and its people in place across more than four decades, we would welcome a conversation with you.

Request an Introduction
Office
117 Kinderton Blvd.
Bermuda Run, NC 27006
Telephone
(336) 998-7000
(800) 214-1144
Correspondence
woodard@wcamg.com
Hours: Monday through Friday, 8:30 – 5:00  ·  Closed on Market Holidays