Reviews for Nathan Woods, CFP®, AIF®

6 Certified Advisor Reviews™

5 Stars

✅ Wealthtender Certified Advisor Review™
Aug 17, 2026
My husband and I have personally benefited from the expertise of Rather & Kittrell. They manage our funds with knowledge and the experience that we need. They treat us as if we are part of their team and always review and discuss markets. I personally like this attention to all details of retirement. I have been assisted with direction on personal retirement issues that were difficult to deal with. They look at the whole picture of retirement. I look forward to our regular reviews of goals, accounts, as well as their discussions on all investments and the market.
Relationship to Financial Advisor: Client as of Aug 17, 2026
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Karen Fifer
Karen Fifer

5 Stars

✅ Wealthtender Certified Advisor Review™
Jun 26, 2026
Rather & Kittrell have handled my companies 401k and Profit Sharing program for many years. The service is impeccable and I trust them so much that they also handle some of my investments.
Relationship to Financial Advisor: Client as of Jun 26, 2026
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Tipton Pools
Tipton Pools

5 Stars

✅ Wealthtender Certified Advisor Review™
Jun 18, 2026
If you want to feel valued, heard, and appreciated, Rather & Kittrell is the group of financial professionals for you. Beyond their thank-you dinners, socials, event tickets, or personal text messages checking in on you and your family, the team here cares about their clients. Aside from the many perks of being their client, they are also amazing at growing your wealth, keeping you on track, and providing advice during volatile times. My portfolio manager is Nathan Woods, and when I get nervous, he calls on me at my business to make sure I am reassured when the markets are exciting and scary- all in the same day. Moving my wealth, consolidating ALL of my accounts with them as a one-stop shop, has eased my anxiety and provided me peace of mind for when I die, so that my legacy to my children will be a flawless transition. Thank you, Rather & Kittrell.
Relationship to Financial Advisor: Client as of Jun 18, 2026
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Candace V
Candace V

Quality, breadth, and depth of services provided.

✅ Wealthtender Certified Advisor Review™
Sep 14, 2023
R&K goes above and beyond the role of Financial Advisor. They understand the importance of educating the staff on the importance of planning for retirement and educating them on how to navigate the "investment arena" in a very informative and "user friendly" way. Lytle Rather and Nathan Woods are very knowledgeable on the updates on the regulations that could impact retirement planning. They send periodic bulletins that contain very informative, helpful information, insights, reflections, and fun stories! Lytle and Nathan are very personable and approachable folks. They are very prompt in responding to our questions.
Relationship to Financial Advisor: Client as of Sep 14, 2023
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Yolanda Monfort
Yolanda Monfort

Nathan Woods is exceptional young man as well as being a great advisor

✅ Wealthtender Certified Advisor Review™
Sep 8, 2023
I have known Nathan for several years, beginning before he joined Rather & Kittrell. He has always been kind and courteous, asking what I wish to accomplish and listening intently to my desires with regard to financial expectations. He always tells me it is my money, and I have a vested interest in what I hope to gain with my portfolio as it relates to my well-being as well as what I wish to hopefully leave to my sons. Furthermore, he is not only a good financial advisor, but he is also a good friend. He makes himself available should I call with a question or concern. I have been well pleased since I placed my trust in Rather & Kittrell.
Relationship to Financial Advisor: Client as of Sep 8, 2023
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Dianne
Dianne

Nathan Woods - Professionalism

✅ Wealthtender Certified Advisor Review™
Sep 5, 2023
Nathan Woods has been professional, courteous and extremely helpful in working with me and my wife strategizing our personal and business decisions. He has taken the time to explain the current and future needs we need to reach our retirement goals. We would highly recommend Nathan and Rather & Kittrell.
Relationship to Financial Advisor: Client as of Sep 5, 2023
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for John Carroll
John Carroll