As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Brittany Wolff, CFP®, AAMS®
Wolff Financial equips millennial women and couples with the financial tools they need to live the lives they imagine.
Brittany Wolff is a Greenville, SC fee-only financial planner. Wolff Financial provides comprehensive and objective financial planning, tax planning and retirement planning to help millennial women and couples organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Brittany Wolff is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.
Brittany Wolff is an experienced CERTIFIED FINANCIAL PLANNER™ professional, Accredited Asset Management Specialist®, and fee-only fiduciary with a passion for making financial planning clear and accessible. She prioritizes balance with her clients, empowering them to take charge of the future while also enjoying today. Ever professional yet always kind, Brittany has a way of putting her clients at ease. To them, she’s not only an advisor but also a trusted friend.
- CFP®, CERTIFIED FINANCIAL PLANNER™ CERTIFICATION: CFP Board
- AAMS®, ACCREDITED ASSET MANAGEMENT SPECIALIST: College for Financial Planning
- B.S. – BACHELOR OF SCIENCE, PSYCHOLOGY: Clemson University
- FORTY UNDER 40 - 2020: GSA Business Report
Brittany Wolff is a Member of the National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.
NAPFA members live by three important values:
- To be the beacon for independent, objective financial advice for individuals and families.
- To be the champion of financial services delivered in the public interest.
- To be the standard bearer for the emerging profession of financial planning.
Over the course of her time at a traditional brokerage firm, Brittany Wolff began to recognize a need for a different kind of financial planning practice. Women control more than 70 percent of consumer spending, but the financial industry is designed with men in mind. Geared to the unique challenges and opportunities facing women today, Wolff Financial helps millennial women and couples grow and protect their wealth through comprehensive financial planning.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
- Comprehensive Financial Planning
- Investment Management
- College Education Planning
- Tax Planning
- Millenial Women
- Growing Families
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
Brittany Wolff is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for Verification
CFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.
Brittany Wolff is a NAPFA-Registered Financial Advisor
The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
Brittany Wolff is a Member of the XY Planning Network
The XY Planning Network is the leading organization of fee-only financial advisors who are focused on working with Generation X and Generation Y clients. Our mission is to connect consumers with best-in-class financial advisors who specialize in working with clients just like you.
Brittany Wolff is an Accredited Asset Management Specialist
Financial advisors and investment managers who hold the AAMS® designation have completed a course of study encompassing investments, insurance, tax, retirement, and estate planning issues. Individuals must pass an end-of-course examination that tests their ability to synthesize complex concepts and apply theoretical concepts to real-life situations. All designees have agreed to adhere to Standards of Professional Conduct and are subject to a disciplinary process.
Brittany Wolff is the Chair Special Events for the Greenville Women of Giving Board of Directors
Word of Web Features: "Brittany Wolff, CEO & Founder of Wolff Financial, is Everything But Your Average Financial Planner"
Brittany Wolff is Quoted in Financial Planning Magazine: "Why not pursuing a CFP first may be the key to a more diverse crop of financial planners"
Brittany Wolff is Featured on he YoPro Know"Reacting To The Markets: The YoPro Way"
Brittany Wolff is Quoted in Reviewed: "IS GETTING A WEDDING LOAN A GOOD IDEA?"
Brittany Wolff is Interviewed on SCBIZ for her 2020 40 Under 40 Nomination
Contact Brittany Wolff
By Virtual Appointment
Greenville, SC 29601