Brittany Wolff

CFP®, AAMS®

Wolff Financial

Founder

Contact Me

Brittany Wolff

CFP®, AAMS®

Wolff Financial

Founder

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®

Contact Me

864-209-1110

Website

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.

Credentials

  • 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.

Specialties

  • Comprehensive Financial Planning
  • Investment Management
  • College Education Planning
  • Tax Planning

Ideal Clients

  • Millenial Women
  • Growing Families

Working Together

  • Virtual Meetings
  • Clearly Defined Fees
  • No Product Sales
  • Complimentary Initial Consultation

Professional Designations & Affiliations

  • Certified Financial Planner (CFP)
    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.

  • National Association of Personal Financial Advisors (NAPFA)
    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.

  • XY Planning Network
    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.

  • AAMS - Accredited Asset Management Specialist
    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.

Contact Brittany Wolff

864-209-1110

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Office Locations:

  • By Virtual Appointment
    Greenville, SC 29601

Wolff Financial Planning, LLC (Wolff Financial) is a registered investment adviser located in Greenville, SC. Wolff Financial may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements. Wolff Financial’s website is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment-related information, publications, and links. Accordingly, the publication of Wolff Financial’s website on the Internet should not be construed by any consumer and/or prospective client as Wolff Financial's solicitation to affect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet. Any subsequent, direct communication by Wolff Financial with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. For information pertaining to the registration status of Wolff Financial, please contact the state securities regulators for those states in which Wolff Financial maintains a registration filing. A copy of Wolff Financial’s current written disclosure statement discussing Wolff Financial business operations, services, and fees is available at the SEC’s investment adviser public information website – www.adviserinfo.sec.gov or from Wolff Financial upon written request. Wolff Financial does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to Wolff Financial’s website or incorporated herein, and takes no responsibility therefor. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.

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