Wilcox Financial Group, LLC

Wilcox Financial Group, LLC is a financial planner in Amherst, New York, serving high-achieving women and business owners with personalized financial strategies. The firm specializes in individual planning, retirement preparation, legacy planning, and corporate financial education programs. Founded in 2012, it is a women-owned firm based in Buffalo, NY, with a national client base. The firm emphasizes building lasting relationships through clear, practical guidance and tailored financial planning that aligns with clients’ life goals and values. With a 5.00 rating and one verified review, the firm is recognized for its trustworthy, client-centered approach.

The firm’s approach centers on understanding each client’s unique life story, aspirations, and values beyond financial numbers. It focuses on helping clients transition from reactive financial decisions to strategic planning that builds long-term security and personal wealth. The team includes Nicholle Overkamp, MBA, ChFC, CDFA, CLU, who serves as CEO and founder, and Sarah Blankenship, MBA, CLU. They work with clients to organize finances intentionally, coordinate with other professionals, and provide steady support during life transitions. The firm offers complimentary discovery calls and provides workshops and speaking engagements for employees to improve financial literacy.

Wilcox Financial Group is located on N Forest Road in Amherst, approximately 0.3 miles from Maple West Elementary School and within a short distance of the Elllicott Creek Trailway Park, Amherst Audubon Golf Course, and Audubon 9-Par Golf Course. The location is near Maple Road and lies just beyond the Amherst Memorial Hill Grove.

The firm is known for its well-documented business information and a website optimized for clarity and accessibility. It stands out for its commitment to honest, transparent guidance and its focus on empowering women to achieve financial freedom. The firm’s reputation reflects its dedication to long-term client success, strategic planning, and personalized service.

As a trusted partner in financial planning, Wilcox Financial Group supports women in Amherst and beyond to build lives and legacies rooted in security, clarity, and purpose.