Willcox Wealth Planning
I founded Willcox Wealth Planning to provide clear, unbiased financial advice rooted in trust, education, and long-term relationships. As a fee-only fiduciary, I am committed to always acting in the best interests of my clients.
I am both a CERTIFIED FINANCIAL PLANNER™ (CFP®) and an Enrolled Agent (EA), allowing me to offer comprehensive financial planning along with in-depth tax expertise and IRS representation.
Based in Berkeley, Colorado, I work with clients locally and across the country. I specialize in helping individuals and families with tax-aware retirement planning, equity compensation strategies, and small business financial planning.
My approach is collaborative and education-focused—I aim to empower clients to make confident, informed decisions at every life stage. Whether through one-time planning or ongoing support, I meet clients where they are and tailor solutions to their unique goals.
At Willcox Wealth Planning, you'll find advice that is personal, practical, and always in service of your long-term success.
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