Woman To Woman Financial

EST. AUM
$6,620,594

CONTACTS

CLIENT ACCOUNTS
95

Firm Details

Metro area Jacksonville
CRD Number 325771
Website womantowomanfinancial.com
Client types

Overview

Woman To Woman Financial is a Florida-based registered investment advisory firm dedicated to helping high-achieving women, business owners, and professionals build long-term financial confidence through personalized wealth management and financial planning. The firm provides investment management, retirement planning, estate planning, insurance strategies, and comprehensive financial guidance through a fiduciary approach. Founded by Dr. April D. Murdaugh, the practice emphasizes education, accountability, and customized planning to help clients navigate life transitions, preserve wealth, and achieve their financial goals with confidence.

Platform Details

Investment Preferences

Alternative Activity