Wilcox Financial Group, LLC

Wilcox Financial Group, LLC is a Financial Planner in Amherst, NY. The firm is a women-owned financial services company based in Buffalo, NY, that serves clients nationwide. It specializes in helping high-achieving women and business owners develop clear, thoughtful financial strategies. Services include individual planning for clients starting out, planning for retirement, or thinking about their legacy. The firm also offers corporate programs, including workshops and speaking engagements that simplify key financial topics to help employees make more informed financial decisions. Wilcox Financial has worked with individuals and families since 2012 to align financial decisions with their goals and develop strategies focused on long-term priorities. The team coordinates with other professionals, helps navigate big transitions, and acts as a steady point of contact when life gets noisy. The firm is led by Nicholle Overkamp, MBA, ChFC, CDFA, CLU, who serves as CEO and Founder, alongside Sarah Blankenship, MBA, CLU. The business holds a rating of 5.00 based on 1 review.

The office is located at 1323 N Forest Rd. It sits about a mile from Maple West Elementary School and roughly 0.6 miles from the Amherst Audubon Golf Course. The location is also near the Audubon 9-Par Golf Course, Amherst Memorial Hill Grove, and Elllicott Creek Trailway Park, all within 0.8 miles.

Wilcox Financial Group, LLC is known for a positive rating from the customers who have reviewed it. The firm focuses on building lasting relationships through personalized guidance, helping simplify financial decisions with clear, practical strategies. It goes beyond the numbers to understand the life stories, aspirations, and values that drive clients. The team listens before prescribing, explains without jargon, and provides guidance that is supportive and clear.

Wilcox Financial Group, LLC brings women-owned financial planning expertise to Amherst, NY, helping clients turn strong income into lasting personal wealth.