Meet Your Advisor

Julie Wielehowski, CFP® ChFC®

Founder

"I take great personal satisfaction from helping individuals and families live their best life. It is why I started this business and continues to be my great motivator."

Who I Am Outside the Office

I live in Upper Makefield Township with my very supportive husband, two daughters, three cats, and golden retriever (who you may meet if you come by the office unannounced). I enjoy outdoor activities with my family, especially winter sports, and love to spend time in the Poconos and Maine …. anywhere there is snow. I am a library junkie, and a member of a great little book club. I value time spent serving the community. Previously active in the Haddonfield Rotary, St. Anne’s Guild at Grace Church in Haddonfield, and at Labrador Hills Equine Sanctuary (I am what some might call “horsey”), I currently attend Trinity Buckingham Episcopal Church and look forward to becoming more involved in my new community (We moved from Cherry Hill in 2017). From 2009-2014 I served as Treasurer of CASA of Camden County, which serves child victims of abuse and neglect in our area.

How I Started Out

I am proud of the early days of my career, where I spent 10 years at General Electric, straight out of the University of Massachusetts (BA, Economics). First in the GE Financial Management Program, later as a part of the Corporate Audit Staff, and finally as a leader in various Financial Planning & Analysis roles at GE Water & GE Aviation, I had the opportunity to master hard skills, like Six Sigma analysis (Certified Black Belt ’03) and experience how setting targets, measuring what’s important, and innovating are sure paths to success. And it was there I learned from GE’s amazing global talent, and had the privilege to work all over our great nation, and the world. I wouldn’t trade the foundation of my career for anything.

Deeply intent on creating a different balance in my life, in 2007 I attended a NAPFA conference where I was introduced to the concept of fee-only planning. It was like coming home. And thus began a new chapter for me …

… what will your next chapter be?

Complimentary Review