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Financial Planning Designed for Women’s Lives & Goals

An award-winning, women-owned financial services firm based in Buffalo, NY, dedicated to helping high-achieving women and business owners to develop clear, thoughtful financial strategies
—serving clients nationwide.

Individual Planning

Whether you’re starting out, planning for retirement, or thinking about your legacy, we provide personalized financial planning to help you navigate each stage with confidence and clarity.

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Corporate Programs

Our workshops and speaking engagements simplify key financial topics, helping employees build knowledge and make more informed financial decisions.

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About Us

We focus on building lasting relationships through personalized guidance, helping simplify financial decisions with clear, practical strategies.

Who We Are

Reactive money moves cost you.
Strategic ones can build you.

Since 2012, Wilcox Financial has worked with individuals and families to align financial decisions with their goals and develop strategies focused on long-term priorities.

Every woman’s financial journey is unique, with its own set of challenges and opportunities. We go beyond the numbers to understand the life stories, aspirations, and values that drive you.

Our clients are often the primary earners—building successful businesses or leading at a high level, generating strong income, but without a clear strategy for turning that into lasting personal wealth.

If your finances feel more reactive than proactive, you’re not alone—and you’re exactly who we’re here to support.

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Client Experiences

“Working with Sarah was an absolute pleasure and effortless. Her knowledge of life insurance policies is second to none. She knew exactly what was best for my family and I along with giving multiple options that would be the best fit for us.”

- Greg B.

Greg B. is a current client. His testimonial may not be representative of the experience of other clients and is not indicative of future performance or success. CRN202610-7445481.

Additional Resources

Looking for additional support around money mindset, financial workshops or online courses?—Check out PowHERhouse Money Coaching!

PowHERhouse Money

At PowHERhouse Money Coaching, we empower driven women and entrepreneurs to think bigger, lead boldly, and build businesses that generate lasting wealth.

By combining financial strategy with deep mindset work, we help you break through income plateaus, create predictable revenue, and step fully into your role as a confident, high-performing CEO.

Nicholle Overkamp is an owner of PowHERhouse Money Coaching. PowHERhouse Money Coaching is not a subsidiary or affiliate of MML Investors Services, LLC, or its affiliated companies. 

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The Becoming PowHERhouse podcast is for women who are done playing small.

The Becoming PowHERhouse podcast is for women who are done playing small.

This is where you learn to trust yourself deeply, go after what feels impossible, and build a business that actually reflects your potential.

Nicholle Overkamp shares the real, unfiltered journey of entrepreneurship—giving you the strategies, mindset shifts, and hard truths you need to grow faster, earn more, and lead like the powerhouse you are.

Listen Here

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More questions?

Call our office and our team will help answer anything outstanding and offer clarity where possible! 

Phone: +1(716)906-3175