Folsom Wealth Advisors
Folsom Wealth Advisors was started to help families like yours take the stress out of managing finances so you can focus on what matters most— your loved ones, your happiness, and your goals.
We want to get to know you to craft a tailored strategy that caters to your individual values. We draw on over 15 years of experience to help you plan for key life goals including:
- Marriage or having children
- Charitable giving
- Paying for college
- Leave a legacy
- Planning for retirement
- Caring for elderly parents
- Buying Real Estate
We explore lifetime tax planning strategies, provide guidance to protect your wealth, and manage investments.
As fee-only fiduciaries, we always put your best interests first.
If you're searching for a small office with a planner who genuinely wants to get to know you and greet you by your first name - you've found the right place.
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identifying a potential advisor for their review and consideration. The appearance of an
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no assurance that you will experience a certain level of results or satisfaction if you
engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not
pay NAPFA a separate fee to appear on the list.