Wealth Built with Intention.
We provide sophisticated financial planning and wealth management for conscious builders—people who want to grow their net worth, align their money with their values, and enjoy the journey along the way.
Oleada (Oh-leh-ah-dah) is a Spanish word that means wave. It’s used when something stronger is happening. A surge. A tidal shift. A powerful current.
At Oleada Financial, we believe that wealth is not just a number on a spreadsheet—it is a tool for freedom, connection, and impact.
The traditional finance industry is built on extraction and transactions. We are building something entirely different: a fee-only, fiduciary firm rooted in deep relationships, mutual accountability, and the belief that you don’t have to wait until retirement to live a rich life.
We work with high-achieving individuals, families, and business owners who have built a strong financial foundation and are ready for the next level of wealth management. If you are ready to start partnering with a professional who actually understands your life, you are in the right place.
Oleada Financial understands that these relationships require ongoing compassion, vulnerability, and honesty. We are dedicated to earning your trust and making waves.
Who We Serve
We don’t filter our clients by age, gender, or background. We filter by values.
Our clients are everyone from successful professionals to retirees who share a common mindset:
You value wealth with integrity. You want to build serious wealth, but you want to do it ethically and intentionally.
You are ready to take action. You aren’t looking for someone to just listen to you vent about money. You want a strategic partner, and you are ready to roll up your sleeves and execute the plan with professional guidance.
You want a relationship, not a transaction. You don’t want a “set it and forget it” robo-advisor or a stiff corporate suit. You want an advisor who knows your travel plans, your family dynamics, and your long-term dreams.
If you are looking for a financial partner you would actually want to invite to dinner, let’s talk.
Oleada Community
When you become a client at Oleada Financial, you aren’t just hiring a wealth manager. You are joining a community.
We believe that financial planning should be a deeply human experience. Our founder, Briana D’Esposito, is passionate about bringing like-minded, conscious wealth builders together. From intimate client dinners to future live events and retreats, we are building a space where high-achievers can connect, learn, and grow their wealth alongside people who share their values.
Money is deeply personal, but it doesn’t have to be isolating.
Our Services
Financial Planning Comprehensive, short-term to long-term strategy to organize your cash flow, optimize your taxes, and build a clear roadmap to your version of financial freedom.
Wealth Management Sophisticated, values-aligned, multi-asset investment portfolios designed to protect your wealth, grow your assets, and let you sleep at night.
