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Folsom Wealth Advisors
Folsom Wealth Advisors is a fee-only financial planning firm. As fiduciaries they hold clients' best interests above all else and are paid only by clients.
Folsom Wealth Advisors
Folsom Wealth Advisors is a fee-only financial planning firm. As fiduciaries they hold clients' best interests above all else and are paid only by clients. They provide lifetime tax planning, investment management, and wealth protection, including estate and insurance guidance. The firm emphasizes a small office and getting to know clients personally.
General information
Firm type
RIA
Location
Region
North America
Country
United States
Principals
Heather
Founder, Lead Planner
Heather Comella
Certified Financial Planner™ Professional
Frequently asked questions
Who runs investment decisions at Folsom Wealth Advisors?
No principals or investment committee members have been publicly named. Many family offices of this type centralize decision-making with a single family member or a trusted internal CIO, often supported by a lean team of analysts and external advisors. The absence of a public-facing leadership roster is a deliberate privacy choice.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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