OLIO Financial Planning

OLIO Financial Planning

Financial Services Mclean, Virginia, United States 11 employees
Employees
11
Contacts
1
Emails
1
Phones
1

OLIO Financial Planning Overview

Headquarters
Mclean, Virginia, United States
Phone Number
Available in AeroLeads
Website
meetolio.com
Industry
Financial Services
Employees
11
Founded
2016
Funding
,
Company Email
Available in AeroLeads
NAICS
Finance and Insurance
Monetary Authorities-Central Bank

About OLIO Financial Planning

We provide clear guidance for your entire financial life to help you live well. Taxes, estate planning, cash management, insurance, investments, and retirement planning are the six core areas of financial planning. We balance an equal focus on all of them, and we make sure you share in our expertise by prioritizing your ongoing education. We believe that your finances should support and enhance your life - helping you pursue what you care about.

OLIO Financial Planning Contact Details

People in AeroLeads
3
With contact data
1
Email contacts
1
33.3% coverage
Phone contacts
1
33.3% coverage

OLIO Financial Planning Org Chart

Sample employees and titles
Name Title Contact
Andrew Miller, Cfp® Founder & CEO at Olio Financial Planning
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Amy Moore Associate Financial Planner at Olio Financial Planning
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Vickie Damico Brand Strategist & Community Advocate at Olio Financial Planning
Email Phone

Employees by Management Level

Executive 2 profiles
Associate / junior 2 profiles
Director 1 profile
Individual contributor 1 profile

Department Contact Coverage

Department Contacts Email Phone
Executive 1 1 1
Finance 1 1 1

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