Olivia Summerhill, CFP®, CDFA®
Growing up I saw the devastating effects of divorce on stay-at-home mothers in ultra-high-net-worth families. This inspired my strong curiosity about money. While my financial career began at JP Morgan Chase, I continued to expand my training and pursued multiple designations in finance. I continued to develop my proficiency as a wealth manager in a boutique investment firm specializing in financial planning for high-profile and high-net-worth individuals.
My position connected me with female clients who continually referred their newly divorced friends for investment advice and planning. Listening to the needs of each woman, I learned that their main concern was not about having a financial plan for retirement or knowing what stocks to invest in. They needed discreet advice on the fundamentals of money and the daily family spending obligations now that their divorce was final. Because they didn’t have to think about these issues previously, they weren’t sure where or how to get help.
I recognized that this was a hidden yet consistent issue that affluent women post-divorce were facing. There was a shocking lack of resources for these women, and I was now able to understand why the divorces I witnessed growing up had such devastating effects. I knew it didn’t have to be that way.
Determined to address these issues, I started my firm. By doing so, I have become a trusted advocate for women, like you, who want discreet advice and expert guidance. The financial burdens post-divorce are difficult, but I am here to take some of that weight off your shoulders.
My qualifications as a Financial Planner (CFP®) professional, Certified Divorce Financial Analyst (CDFA®), and Behavioral Financial Advisor (BFA™) have allowed me to help hundreds of women learn how to grow their wealth and avoid devastating post-divorce financial and lifestyle changes.
Outside of Work
I love a bold glass of red wine and conversing in French -- and I may have a mild addiction to collecting saltwater fish. Additionally, I enjoy training and competing in triathlons and have a passion for volunteering and seeing the difference it makes in the community. Currently, I am training for an Ironman 70.3 to raise money for Savvy Ladies, a non-profit that helps women financially.
Who I Help
Ultra-high-net worth women post-divorce.
How I Do It
Simplify your daily and long-term financial strategies
How You Benefit
Maintain your lifestyle and grow your wealth