Brittany Wolff, CFP®, AAMS®

Financial planning for millennial women and couples.

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Wolff Financial Brittany Wolff, CFP®, AAMS®
Greenville, South Carolina

Serving Clients Nationwide

Financial planning for millennial women and couples.

Areas of Focus

  • Education Funding
  • Estate Planning
  • Financial Life Planning
  • Getting out of Debt
  • Living in Retirement

About Me

Hi, I'm Brittany Wolff. As a CERTIFIED FINANCIAL PLANNER™ and Accredited Asset Management Specialist (AAMS®), I work with millennial women and couples by helping them create a plan to achieve their goals. My primary goal in financial planning is to empower my clients and help them create a stable foundation that can fund a future work-optional lifestyle while keeping in mind their current passions and values.

Over the course of my time at a traditional brokerage firm, I 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, I founded Wolff Financial to help millennial women and couples grow and protect their wealth through comprehensive financial planning.

I am a fee-only fiduciary with a passion for making financial planning clear and accessible. I prioritize balance with my clients, empowering them to take charge of the future while also enjoying today.

Professional Designations

  • Accredited Asset Management Specialist (AAMS)
  • CERTIFIED FINANCIAL PLANNER™ Professional

Affiliations

  • Fee Only Network
  • National Association of Personal Financial Advisors
  • XY Planning Network

Primary Location

29607

Meeting Options

  • Video Conference
  • Phone

Compensation Methods

  • Fee Only
  • Flat Fee

What to expect in the first meeting

Click the 'Book Intro Call' button above to schedule a free consultation. At a convenient time for you, we'll have a 30-minute meeting to discuss what you're looking for, my process, and explore whether my services will be a good fit for your needs. There's no cost for a discovery meeting, and our discussion is confidential. After booking, you will be redirected to a preliminary questionnaire. Please complete so that we may make the best use of our time together.

About our Firm

Wolff Financial is dedicated to equipping millennial women and couples with the financial tools they need to live the lives they imagine.

✅ A Different Kind of Firm, Designed with You in Mind. No mahogany desks. No talking down at you. Just compassionate expertise, tailored to you.

✅ Personalized Support for Every Season. Whether you’re preparing to buy a new home, starting a family, or running your own business, Wolff Financial provides comprehensive financial planning services for your unique needs.

✅ Join the Wolff Financial Family. You don’t have to be an expert at everything. When you become a client, Wolff Financial is here to help, no matter what life holds next. Reach out to begin a conversation.



Education

Wilbur O. and Ann Powers College of Business at Clemson University, Bachelor's Degree, Psychology; Minor: Biological Sciences

Volunteer Experience

Board Member: Special Events Chair, Greenville Women Giving

Badges

Who We Serve

  • Couples
  • Dual Income Family
  • Gen Y / Millennials
  • Newly Engaged / Newlywed
  • Parents
  • Single Women
  • Women in Transition
  • Women Professionals
  • Women’s Finance
  • Young Families