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Financial ServicesWealth Management✓ Verified
Miramar Beach, Walton County
Last verified: Wednesday, October 21, 2026
Woodruff Stange Private Wealth — LPL Financial
About This Organization

Situated along the Scenic Gulf Drive (Old Highway 98) coastal corridor at 79 Scenic Gulf Drive, Suite B in Miramar Beach, Woodruff Stange Private Wealth (Overlook Financial Group, LLC, offering securities and investment advisory services through LPL Financial LLC, CRD #6413 / SEC File #801-10970) is led by Managing Partner and Principal Investment Strategist John Michael 'Mike' Woodruff (CRD #2270185, continuously registered since 1992). Bringing more than three decades of capital-markets and fiduciary advisory experience, Mike Woodruff counsels retirees across Frangista Beach, Miramar Beach (32550), Sandestin, and Santa Rosa Beach (32459) on dividend-growth and fixed-income retirement paychecks, 401(k)/403(b) and federal TSP rollovers, SECURE 2.0 Required Minimum Distribution (RMD) strategies, and snowbird-to-Florida permanent domicile transitions.

Official Verification Sources: SEC IAPD Individual Summary — John Michael Woodruff (CRD #2270185); Woodruff Stange Private Wealth Official Website

Verified State & Regulatory Credentials
SEC Registered Investment Adviser / FINRA Registered Principal: Firm CRD# 6413 (SEC# 801-10970) | Advisor CRD# 2270185 (J. Michael Woodruff)Status: Active — SEC IAPD & FINRA BrokerCheck Verified

Issuer: U.S. Securities and Exchange Commission (SEC) / FINRA

Notes: John Michael 'Mike' Woodruff (CRD #2270185, registered since 1992), Managing Partner of Woodruff Stange Private Wealth / Overlook Financial Group with LPL Financial LLC (Firm CRD #6413) at 79 Scenic Gulf Dr, Ste B, Miramar Beach, FL 32550.

Services Offered
Independent Fiduciary Wealth Management & Dividend-Growth Retirement Income
Corporate 401(k)/403(b), Pension & Federal Thrift Savings Plan (TSP) Rollovers
SECURE 2.0 Required Minimum Distribution (RMD) & Tax-Aware Withdrawal Planning
Fixed-Income & Municipal Bond Ladders for Principal Preservation
Snowbird-to-Florida Domicile Transition & Homestead Portability Coordination
Estate Trust & Beneficiary Alignment with Walton County Elder Law Attorneys
Frequently Asked Questions

Factual details and direct answers about Woodruff Stange Private Wealth — LPL Financial's services, licensing, and credentials.

Where is Woodruff Stange Private Wealth located in Miramar Beach?

Woodruff Stange Private Wealth is located at 79 Scenic Gulf Drive, Suite B, Miramar Beach, FL 32550, led by Managing Partner Mike Woodruff (CRD #2270185).

How long has Managing Partner Mike Woodruff advised retirement investors?

John Michael 'Mike' Woodruff (CRD #2270185) has over 33 years of continuous registration in the securities and investment advisory industry since 1992, operating as an independent fiduciary advisor affiliated with LPL Financial LLC (CRD #6413).

Contact Information
Address
79 Scenic Gulf Dr, Ste B, Miramar Beach, FL 32550
Hours
Mon-Fri 8:30 AM - 5:00 PM
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Disclaimer: This directory listing is for informational purposes only. Florida Senior Support does not endorse or guarantee the quality of services. Please verify information and services directly with the organization.