OLIO Financial Planning

Financial Services • McLean, Virginia, United States • 11-20 Employees

Company overview

Headquarters	1751 Pinnacle Dr, McLean, Virginia 22102, US
Phone number	+17034599299
Website	meetolio.com
NAICS	52
SIC	621
Keywords	Risk Management, Tax Planning, Retirement Planning, Financial Planning, Cash Management, Investment Management, Real Estate Consulting, Outsourced Cfo, Small Business Planning, Stock Option Planning, Executive Compensation Analysis, Estate & Generational Planning
Founded	2016
Employees	11-20
Socials

Key Contacts at OLIO Financial Planning

Amanda Ansell

Director Of Financial Planning

Andrew Miller

Founder & Ceo

Rachel Potters

Director Of Compliance

OLIO Financial Planning Email Formats

OLIO Financial Planning uses 2 email formats. The most common is {first initial} (e.g., j@meetolio.com), used 71.4% of the time.

Format	Example	Percentage
{first initial}	j@meetolio.com	71.4%
{first name}	john@meetolio.com	28.6%

About OLIO Financial Planning

We provide clear guidance for your entire financial life to help you live well. Taxes, estate planning, cash management, insurance, investments, and retirement planning are the six core areas of financial planning. We balance an equal focus on all of them, and we make sure you share in our expertise by prioritizing your ongoing education. We believe that your finances should support and enhance your life - helping you pursue what you care about.

OLIO Financial Planning revenue & valuation

Annual revenue	$941,105
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$3,100,000
Total funding	No funding

Employees by Management Level

Total employees: 11-20

Seniority

Employees

Entry

C-Suite

Director

Employees by Department

OLIO Financial Planning has 6 employees across 5 departments.

Departments

Number of employees

Funding Data

OLIO Financial Planning has never raised funding before.

Frequently asked questions

OLIO Financial Planning is located in McLean, Virginia, US.

You can reach OLIO Financial Planning at +17034599299.

OLIO Financial Planning was founded in 2016, making it 10 years old. The company has established itself as a significant player in its industry over this time.

OLIO Financial Planning has approximately 11-20 employees. The company continues to grow its workforce to support its business operations and expansion.