Amy Moore CFP, CSLP
Amy Moore
Designation: CFP®, CSLP®
Languages: English
OLIO Financial Planning works with a wide range of clients including college grads with mountains of student debt. We help individuals overcome the financial barriers they face and provide the vision they’ve always desired. We don’t care how much you have, but rather, what you aspire to do with it.

Business Information

OLIO Financial Planning was founded with a rebellious and stubborn objective: to reinvent the industry by providing financial planning to all using a revolutionary fee structure. Fundamentally, we believe the client experience should look and feel completely different than it does today – and that’s just what we’ve set out to do.
We work in a team environment. We believe clients are best served when we put multiple heads together. We’re a group of individuals prepared to roll up our sleeves to challenge the status quo and offer an incredible client experience.
We believe financial planning can only be done well by offering comprehensive advice across all six areas of financial planning. We balance an equal focus on all of them, and we make sure clients share in our expertise by prioritizing their ongoing education. We believe finances should support and enhance clients’ lives – helping them to pursue what they care about.
We’re relentless about results. Unreasonable about standards. We don’t care how much clients have, but rather, what they aspire to do with it. Our preference is long-lasting relationships that are mutually rewarding.

Business name: OLIO Financial Planning
Business phone: 540-961-6706
Focus areas: Student loans, Comprehensive financial planning, Retirement planning, Personal Taxes, Investment management
License: CFP: 330458
Other license: 6416067




301 South Main Street, Suite 203
City: Blacksburg
State: VA
Zipcode: 24060

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