About
Our Story
Protect Your Legacy. Preserve the Lifestyle You’ve Worked Hard to Build.
Rooted in tradition. Built for the future.
Outrider Planning was founded with a clear purpose: to help you protect what you’ve built in a way that respects where you come from — and helps you build where you’re going. We serve individuals and families who often fall outside the mold of Wall Street’s standard planning models — landowners, ranchers, entrepreneurs, and people who value independence, legacy, and tradition.
Our clients work hard, think long-term, and care deeply about their family, their land, and the values that brought them success. That’s why our approach goes beyond spreadsheets and projections. We listen, we learn your story, and we build a plan that honors your goals — whether you’re protecting a multigenerational ranch, planning around mineral rights, or getting your business ready for succession.
We’re not here to sell you a product. We’re here to help you protect what matters and pass it on with purpose.
I built this firm to serve the kinds of families I grew up around — those who built wealth not on Wall Street, but through land, labor, and long-standing values. If that’s you, you’re in the right place.
— Josh Wood
Who you work with
The person behind the plan
How we help
Advice that starts with understanding you
Clarity first
Before recommending anything, we map what you're protecting, what you already own, and what you're actually working toward.
Straight answers
Independent of any one carrier, and clear about how we're paid before you decide anything.
A real partnership
You get a named professional who knows your situation, not a rotating queue and a case number.
Education, always
You should understand every recommendation well enough to explain it to someone else.
Protect Your Legacy. Preserve the Lifestyle You’ve Worked Hard to Build.
Start with a conversation. No cost, no pressure, no obligation to continue.
