OLIO Financial Planning

Finance · Virginia, United States · 1-10 Employees

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Overview

Headquarters

1751 Pinnacle Dr Ste 600, Mc Lean, Virgi...

Phone Number

(703) 459-9299

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Feb
Mar
Apr
May
Jun
Jul
ZI Rank
2
1
1
1
1
1

About OLIO Financial Planning

OLIO Financial Planning offers a comprehensive range of services including taxes, estate planning, cash management, insurance, investments, and retirement planning. They focus on enhancing clients' lives by providing clear financial guidance while prioritizing ongoing education. The company is dedicated to forming long-lasting relationships with clients to help them achieve their personal and financial goals. OLIO Financial Planning aims to empower individuals by combining expertise with a teamwork-based approach, ensuring that clients receive tailored support regardless of circumstances.Explore more
OLIO Financial Planning's Social MediaPopular SearchesOlio Financial Planning LLCOlio Financial PlanningOlio Financial Planning 301SIC Code 62,628NAICS Code 52,523Show more

OLIO Financial Planning Org Chart

PhoneEmail
RH
United States flag for contact location.

Chief of Staff

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Compare insights from companies similar to OLIO Financial Planning, focusing on performance, financial data, growth rates, and unique benchmarks to identify key industry trends and opportunities.

Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

OLIO Financial Planning

<$5M
1-10
Private
-
1998
RH
Robin HobackChief of Staff
$7.6M
11-50
Private
-
1962
<$5M
1-10
Private
-
2014
JQ
Jaime QuiñonesFounder & Wealth Management Advisor
<$5M
1-10
Private
-
2010
BH
Bradley HainesChief Investment Officer
<$5M
1-10
Private
-
1962
RD
Robin DrummondClient, Trinitas Wealth Management Relationship Manager
<$5M
1-10
Private
-
2013
ER
Eugene RiceWealth Advisor & President & Owner
<$5M
1-10
Private
-
-
SC
Summer CaudleDirector, Operations
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

OLIO Financial Planning is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

OLIO Financial Planning is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about OLIO Financial Planning.

OLIO Financial Planning Tech Stack

A closer look at the technologies used by OLIO Financial Planning

Top Finance Companies

Frequently Asked Questions Regarding OLIO Financial Planning

What is OLIO Financial Planning's official website?
OLIO Financial Planning's official website is www.meetolio.com
What is OLIO Financial Planning's Revenue?
OLIO Financial Planning's revenue is <$5 Million
What is OLIO Financial Planning's SIC code?
OLIO Financial Planning's SIC: 62,628
What is OLIO Financial Planning's NAICS code?
OLIO Financial Planning's NAICS: 52,523
How many employees does OLIO Financial Planning have?
OLIO Financial Planning has 1-10 employees
What industry does OLIO Financial Planning belong to?
OLIO Financial Planning is in the industry of: Finance, Securities Trading
What is OLIO Financial Planning competition?
OLIO Financial Planning top competitors include: Stockade Wealth Management, Juncture Wealth Strategies, Wealth Preservation Advisors, Reynolds Wealth Management
What technology does OLIO Financial Planning use?
Some of the popular technologies that OLIO Financial Planning uses are: Squarespace Online Stores, Adobe Typekit, Microsoft 365, Google Tag Manager
How do I contact OLIO Financial Planning?
OLIO Financial Planning contact info: Phone number: (703) 459-9299 Website: www.meetolio.com
What does OLIO Financial Planning do?

OLIO Financial Planning offers a comprehensive range of services including taxes, estate planning, cash management, insurance, investments, and retirement planning. They focus on enhancing clients' lives by providing clear financial guidance while prioritizing ongoing education. The company is dedicated to forming long-lasting relationships with cl... ients to help them achieve their personal and financial goals. OLIO Financial Planning aims to empower individuals by combining expertise with a teamwork-based approach, ensuring that clients receive tailored support regardless of circumstances.Read More

What are OLIO Financial Planning social media links?
OLIO Financial Planning Linkedin page OLIO Financial Planning Twitter page OLIO Financial Planning Facebook page
Is OLIO Financial Planning a public company?
OLIO Financial Planning is private company therefore does not currently have an official ticker symbol
See more information about OLIO Financial Planning

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