
Woods Financial
Chesapeake Woods Financial, also known as Woods Financial, is a family-owned financial advisory firm based in Chesapeake, Virginia, dedicated to helping individuals and families achieve their ideal retirement. With nearly five decades of experience, the firm offers a comprehensive range of services, including retirement income strategies, wealth management, annuities, investments, and legacy planning. Their approach is centered around a three-step process: understanding clients’ retirement goals, analyzing their current financial situation, and developing a customized strategy to meet those goals. The firm is led by siblings Ian and Lacy Woods, who took over leadership roles in 2020, continuing the legacy of their father, Bob Woods, who remains as a consultant after retiring as president in 2023. Woods Financial operates as an investment advisory practice through AE Wealth Management, LLC, and also offers insurance products, emphasizing a holistic approach to financial planning.