top of page

About C. B. Wood Financial

Business Handshake

A Firm Build on the Client's Interest

C. B. Wood Financial was founded to fix the broken traditional health insurance industry. Centered around increasing premiums for higher compensation, the health insurance industry has put the interests of the broker and vendor above the consumers'.


C. B. Wood has brought an advisory approach to the table that puts their clients' needs first with a compensation model that is based

on savings.  

Meet the Founder

Clayton Wood, CFP® began his career in Charlotte, NC as a Consultant with the Vanguard Group, the second largest mutual fund family in the world and the originator of the index fund, which is where Clayton's foundation of his financial consulting ideology began: improved predictability, better outcomes,

and aligned interests.

C. B. Wood Financial was founded due to the lack of customized employee benefits strategies in the mid-sized market that large employers have access to. After studying these large employers, our Managing Partner, Clayton Wood, was able to deconstruct their claim strategy solutions to be able to offer them to companies

with 50-500 employees.

C. B. Wood Financial is known for our cost containment strategies for health plans that lowers the per employee per year cost for companies to increase profit and improve benefits for employees to help with retention. C. B. Wood Financial has always been a data and solution driven firm focused on fixing the health insurance industry.

Throughout the years, Clayton has been awarded Charlotte's 30 Under 30 and the Health Insurance Industry Rising Star. He has earned his Certified Financial Planner designation and passed the Series 7 and 63 FINRA licenses. Clayton has been featured in many publications, like Forbes, Yahoo Finance, and MSN. He launched his first book on Amazon, The Chronic Cost, helping employers fix their 3rd highest expense, their health insurance cost.

But, he is most proud of starting a family private foundation,

The Wood Foundation, and receiving the 501(c)(3) tax-exempt status

to support local charities and causes. 



6428 Wilkinson Blvd. #329

Belmont, NC 28012




  • LinkedIn
  • Instagram
  • Facebook
  • Youtube
bottom of page