
Financial Advisor
Nichole Graham is a CERTIFIED FINANCIAL PLANNER™ professional and Certified Divorce Financial Analyst® with several years of experience in the financial planning industry. She holds a bachelor’s degree in Business Administration and a master’s in Management with a focus on Leadership from Worcester State University. Nichole is actively involved with the Financial Planning Association and has served on the National NexGen Leadership team for the past three years.
Nichole’s passion for financial planning goes far beyond the numbers — she values the meaningful relationships it fosters and the opportunity to guide clients through life’s transitions. Her goal is to empower clients with clarity, confidence, and peace of mind around their financial decisions.
Originally from New England, Nichole spent four years in California and now lives just outside Washington, D.C., in Alexandria, Virginia. A travel enthusiast, her recent adventures include Japan, Colombia, and Australia. She also has a big heart for animals, often found pet-sitting around Old Town or volunteering with the local animal welfare league.

We focus on clear, practical planning that supports real-life decisions — not just managing accounts. Our role is to guide, clarify, and help you move forward with confidence.
That’s exactly why many clients come to us. We break things down in simple terms and build a plan that fits your life. No judgment, just support!
Yes. We often work alongside other professionals, filling in gaps and offering planning support that ties everything together.
We help with job changes, benefit elections, retirement planning, divorce, and financial clarity in general. Whatever the situation, we make the next steps easier to navigate.
As early as possible. A Certified Divorce Financial Analyst® (CDFA®) helps you understand your finances, avoid costly mistakes, and prepare for negotiations. We often support clients alongside their attorney or mediator.