Julie Wendholt CFP®, APMA®, CDFA®

Julie is a values-based financial advisor who brings clarity, calm, and confidence to people navigating
major life transitions, especially women going through divorce.

As a Certified Financial Planner® (CFP®) and Certified Divorce Financial Analyst® (CDFA®), Julie
specializes in helping clients move forward with financial strategies that reflect both their values and
their long-term goals. Many of her clients come to her during emotionally complex seasons of life,
and they’re looking for more than just investment advice. They want someone they can trust to
listen, guide, and act on their behalf.

She uses a straightforward three-bucket investment framework that helps clients understand how
their money is working for them

1. Short-Term: Cash and money market assets to cover immediate needs
2. Mid-Term: Stocks and bonds to grow steadily and outpace inflation
3. Long-Term: A diversified portfolio designed to let it rip and generate long-term gains over
time, even when the market fluctuates.

Julie also align portfolios with personal values through ESG investing, which blends economic,
fundamental, and global analysis with an emphasis on responsible, intentional strategies. Many of
her clients aren’t interested in managing day-to-day decisions. They trust her to use discretion and
keep their financial plan on track so they can focus on their families, careers, and next chapter.
Clients often describe Julie as “chill, Birkenstocks, and values-based investing.” She takes that as a
compliment.

If you're looking for a financial partner who brings clarity without the pressure, who understands
both the numbers and the emotions, and who can translate complexity into peace of mind, Julie would love
to connect.