Mel B.
5/12/2025
I can't recommend Folsom Wealth Advisors enough! From our very first meeting, Heather made me feel completely at ease with her genuine care and sincere desire to help. She's incredibly personable...
Folsom Wealth Advisors
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Folsom, CA 95630
Folsom Wealth Advisors is a fee-only financial advisory firm dedicated to helping working professionals achieve their financial goals through personalized tax and investment management strategies. With a strong emphasis on relationship-building, the firm prioritizes understanding each client's unique values and objectives to provide tailored solutions for wealth protection and future planning.
Founded by Heather, a lead planner who is passionate about alleviating financial stress for families, Folsom Wealth Advisors operates with a fiduciary duty to prioritize the best interests of its clients. Their comprehensive services range from lifetime tax planning and investment management to estate planning and wealth protection, ensuring a proactive and responsive approach to financial guidance.
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