# Folsom Wealth Advisors

- **Website:** <https://folsomwealthadvisors.com>
- **Primary alias:** `folsomwealthadvisors.com`

## Description

Folsom Wealth Advisors is a holistic, fee-only financial planning firm serving clients in California, Washington, and other jurisdictions where it is exempt from registration. The firm offers fiduciary guidance focused on clients’ interests, with advice tailored to their goals, values, and family circumstances. Its services include planning for retirement, marriage, children, education costs, charitable giving, caregiving, and leaving a legacy.

A central specialty is lifetime tax planning. The firm helps clients consider strategies such as Roth conversions, tax-loss and capital-gains harvesting, retirement account contributions and distributions, health savings and flexible spending accounts, and equity compensation involving stock options, RSUs, ESPPs, or a potential IPO. Investment management includes account consolidation, rebalancing, reducing concentrated positions, tax-aware trading, and diversified, low-cost ETF strategies, as well as advice on outside accounts such as 401(k)s and 529 plans.

Folsom Wealth Advisors also provides wealth protection guidance covering estate planning, insurance, debt payoff, and budgeting. Its process moves from getting to know clients and analyzing their finances to initial recommendations and ongoing advice and accountability.

## Industries

- 💰 Finance
- 💰 Financial Planning and Management _(under Finance)_

## Links

- [linkedin](https://linkedin.com/company/folsom-wealth-advisors)
- [instagram](https://instagram.com/heathertalksfinance)

## Logos & icons

- logo _(primary)_ — PNG — [download](https://cdn.brandfetch.io/idnIveiEGj/w/180/h/180/theme/dark/logo.png?c=1bxid64Mup7aczewSAYMX&t=1790445437632)
- icon _(primary)_ — JPEG — [download](https://cdn.brandfetch.io/idnIveiEGj/w/400/h/400/theme/dark/icon.jpeg?c=1bxid64Mup7aczewSAYMX&t=1790445437738)

## Colors

| Name | Hex | Theme |
| --- | --- | --- |
| White | #ffffff | light |
| Evening Sea | #015450 | accent |
| Black | #000000 | dark |

## Fonts

- Arial — asset _(custom)_

## Imagery

- banner _(primary)_ — JPEG — [download](https://cdn.brandfetch.io/idnIveiEGj/w/1128/h/191/idGFaQ4IA3.jpeg?c=1bxid64Mup7aczewSAYMX&t=1790445437845)

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_Source: <https://brandfetch.com/folsomwealthadvisors.com>_
_See [/llms.txt](/llms.txt) for a full list of agent-readable pages, and [/auth.md](/auth.md) for how agents authenticate._