
Lee WoodringCPWA®Certified Private Wealth AdvisorCIMA®Certified Investment Management AnalystCEPA®Certified Exit Planning AdvisorCPFA™Certified Plan Fiduciary AdvisorManaging and Founding Principal, Private Wealth & Institutional Advisor

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Lee brings 28 years of experience to Indivisible Partners as the Managing and Founding Principal of Private Wealth & Institutional Consulting. Driven by a desire for independence, Lee joined Indivisible Partners to better serve his clients with a customized, client-first approach.
Lee began his career with Merrill Lynch Wealth Management in 1996, where he and his team of dedicated professionals developed experience and knowledge in advising entrepreneurs and private-held entities, medical and business professionals, successful individuals, and their multigenerational families.
Lee holds several advanced certifications, including Certified Private Wealth Advisor® (CPWA®), Certified Investment Management Analyst® (CIMA®), Certified Exit Planning Advisor® (CEPA®), and Certified Plan Fiduciary Advisor™ (CPFA™). These qualifications equip him to provide high-level guidance to business owners, professionals, corporate executives, and multigenerational families, particularly in areas like wealth planning and business exit strategies.
As he was named to Forbes Best-in-State Wealth Advisors list* from 2018 to 2024, Lee’s expertise and commitment to excellence are widely recognized.
Lee and his team are actively involved in their local community, supporting organizations like AutismUp and McQuaid Jesuit. He also serves on the SUNY Geneseo Business Advisory Council. In his spare time, Lee enjoys the outdoors, fishing, and running. He lives in Victor, NY, with his wife Hilary and their two children, Ben and Olivia.
*Published annually January–April. Rankings based on data as of June 30 of prior year.
Investments & Wealth Institute™ (The Institute) is the owner of the certification marks CIMA® and Certified Investment Management Analyst®, CPWA® and Certified Private Wealth Advisor®. Use of CIMA®, and/or Certified Investment Management Analyst®, CPWA® and/or Certified Private Wealth Advisor® signifies that the user has successfully completed the Institute’s initial and ongoing credentialing requirements for certification. Chartered Retirement Planning Counselor™, CRPC™, and the CRPC™ logo are certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States. CFA® and Chartered Financial Analyst® are registered trademarks of the CFA Institute. CEPA® and/or Certified Exit Planning Advisor® certification is issued by the Exit Planning Institute to represent completion of an exit planning and value acceleration program. CPFA™ and/or Certified Plan Fiduciary Advisor™ certification is issued by the National Association of Plan Advisors to represent completion of a credential program involving fiduciary responsibility, regulatory compliance, and best practices in retirement plan management. For advisor registration information, please visit advisorinfo.sec.gov.