A holistic, fee-only financial planning firm specializing in lifetime tax planning strategies and equity compensation.
Folsom Wealth Advisors was started to help families like yours ๐ต๐ข๐ฌ๐ฆ ๐ต๐ฉ๐ฆ ๐ด๐ต๐ณ๐ฆ๐ด๐ด ๐ฐ๐ถ๐ต ๐ฐ๐ง ๐ฎ๐ข๐ฏ๐ข๐จ๐ช๐ฏ๐จ ๐ง๐ช๐ฏ๐ข๐ฏ๐ค๐ฆ๐ด so you can focus on what matters mostโ๐๐ผ๐๐ฟ ๐น๐ผ๐๐ฒ๐ฑ ๐ผ๐ป๐ฒ๐, ๐๐ผ๐๐ฟ ๐ต๐ฎ๐ฝ๐ฝ๐ถ๐ป๐ฒ๐๐, ๐ฎ๐ป๐ฑ ๐๐ผ๐๐ฟ ๐ด๐ผ๐ฎ๐น๐. We want to get to know you to craft a tailored strategy that caters to your individual ๐ท๐ข๐ญ๐ถ๐ฆ๐ด. We draw on over 15 years of experience to help you plan for key life goals including:
- Marriage or having child
ren
- Charitable giving
- Paying for college
- Leave a legacy
- Planning for retirement
- Caring for elderly parents
- Buying Real Estate
We explore lifetime ๐ต๐ข๐น ๐ฑ๐ญ๐ข๐ฏ๐ฏ๐ช๐ฏ๐จ strategies, provide guidance to protect your wealth, and manage investments. As fee-only fiduciaries, ๐ธ๐ฆ ๐ข๐ญ๐ธ๐ข๐บ๐ด ๐ฑ๐ถ๐ต ๐บ๐ฐ๐ถ๐ณ ๐ฃ๐ฆ๐ด๐ต ๐ช๐ฏ๐ต๐ฆ๐ณ๐ฆ๐ด๐ต๐ด ๐ง๐ช๐ณ๐ด๐ต.
๐๐ณ ๐๐ผ๐'๐ฟ๐ฒ ๐๐ฒ๐ฎ๐ฟ๐ฐ๐ต๐ถ๐ป๐ด ๐ณ๐ผ๐ฟ ๐ฎ ๐๐บ๐ฎ๐น๐น ๐ผ๐ณ๐ณ๐ถ๐ฐ๐ฒ ๐๐ถ๐๐ต ๐ฎ ๐ฝ๐น๐ฎ๐ป๐ป๐ฒ๐ฟ ๐๐ต๐ผ ๐ด๐ฒ๐ป๐๐ถ๐ป๐ฒ๐น๐ ๐๐ฎ๐ป๐๐ ๐๐ผ ๐ด๐ฒ๐ ๐๐ผ ๐ธ๐ป๐ผ๐ ๐๐ผ๐ ๐ฏ๐ ๐๐ผ๐๐ฟ ๐ณ๐ถ๐ฟ๐๐ ๐ป๐ฎ๐บ๐ฒ - ๐๐ผ๐'๐๐ฒ ๐ณ๐ผ๐๐ป๐ฑ ๐๐ต๐ฒ ๐ฟ๐ถ๐ด๐ต๐ ๐ฝ๐น๐ฎ๐ฐ๐ฒ. Disclaimers: โFolsom Wealth Advisors, LLC is a registered investment adviser in the States of California and Washington, and in other jurisdictions where exempt from registration. Folsom Wealth Advisors, LLC may not transact business in states where it is not appropriately registered, excluded or exempted from registration. Individualized responses to persons that involve either the effecting of transactions in securities, or the rendering of personalized investment advice for compensation, will not be made without registration or exemption.
