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.
Corporate Programs
Our workshops and speaking engagements simplify key financial topics, helping employees build knowledge and make more informed financial decisions.
About Us
We focus on building lasting relationships through personalized guidance, helping simplify financial decisions with clear, practical strategies.
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.
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.
“They took the time to get to know me before giving any financial advice. They were able to find me appropriate solutions for my needs and help me prepare for retirement. The best part? They gave me a sense of financial security because they are trustworthy and honest and always available.”
- Teresa D.
Teresa D. is a current client and was not compensated for her testimonial. Her testimonial may not be representative of the experience of other clients and is not indicative of future performance or success.CRN202611-7460248.
“I had a wealth coach and thought I was in good hands but found that not to be the case. Thankfully I met Nicholle and Sarah and was able to get myself into hands that truly care about my financial future.”
- Heidi F.
Heidi F. is a current client and was not compensated for her testimonial. Her testimonial may not be representative of the experience of other clients and is not indicative of future performance or success. CRN202611-7460278.
“My husband and I are incredibly grateful for the exceptional service provided by Nicholle and Sarah from Wilcox Financial. From the outset, they took the time to understand our unique financial situation and goals as a couple. Their comprehensive and personalized approach made us feel confident and well-informed about our financial future. They helped us create a robust plan for our investments, retirement, and even how to live without feeling restricted. Thanks to Wilcox Financial, we now have a clear and achievable path to financial security. We highly recommend them to anyone looking for a dedicated and knowledgeable financial planner!”
- Holly N.
Holly N. is a current client and was not compensated for her testimonial. Her testimonial may not be representative of the experience of other clients and is not indicative of future performance or success.CRN202611-7462384.
“I highly recommend Nicholle and Sarah with all your financial management. They are amazing and very knowledgeable to plan how to handle your financial goals. They are apart from other financial planning agencies as they are more interested in teaching you to understand and manage your finances. They are always quick to respond to your any questions. They always provide you with ample material to understand whole process. I used to be so scared of managing my finances and always put it aside but thanks to Nicholle and Sarah, I am very comfortable with my finances now and I have a robust plan for my future. I simply enjoy each every conversation with them.”
- Hema A.
Hema A. is a current client and was not compensated for her testimonial. Her testimonial may not be representative of the experience of other clients and is not indicative of future performance or success.CRN202611-7460311.
“Working with Nicholle Overkamp at Powerhouse Coaching for six months has truly been life-changing. After going through a tough divorce and hitting what felt like rock bottom, I was feeling lost and unsure of myself. Nicholle stepped in and helped me rediscover the confidence I needed to move forward, not only as an individual but as the owner of a family-owned business. She held me accountable, introduced me to an incredible network of people, and provided me with valuable resources, books, and knowledge to help me grow both personally and professionally.”
- Kate K.
Kate K. is a current client and was not compensated for her testimonial. Her testimonial may not be representative of the experience of other clients and is not indicative of future performance or success.CRN202611-7460299.
“There are many amazing points I can share about working directly with these two ladies and the staff at Wilcox Financial - but I will stick to the most important (to me, my success and my family) in the 6 almost 7 years I have worked with Nicholle & Sarah I have a genuine feeling of gratitude for how far I have come financially and I wouldn't be there without the support I have obtained from this firm. The other point I would like to make is how continuous their encouragement has been in my personal life as well - always cheering me on from the sidelines through social media, to direct messages and emails. These two ladies genuinely want you to be the best YOU - and will do anything to make you see yourself the way they see you. I can't thank them enough. ”
-Kathryn M.
Kathryn M. is a current client and was not compensated for her testimonial. Her testimonial may not be representative of the experience of other clients and is not indicative of future performance or success.CRN202706-8822229.
Additional Resources
Looking for additional support around money mindset, financial workshops or online courses?—Check out PowHERhouse Money Coaching!
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.
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.
Recommended Reading
More questions?
Call our office and our team will help answer anything outstanding and offer clarity where possible!
Phone: +1(716)906-3175