Jolie’s Approach
Jolie K. McCarthy
CFP®, EA
Managing Partner / Financial Advisor / Member Owner
Overview
Jolie McCarthy is a managing partner and financial advisor in Savant Wealth Management’s Corning, New York, office. She works closely with clients to help develop customized financial plans that bring clarity to complex cash flow, retirement, tax, and investment decisions.
Taking a personalized approach to financial planning, she helps clients navigate life’s many transitions and make informed decisions with confidence. She values long-term relationships and strives to provide guidance that aligns with each client’s goals and evolving needs.
Before joining Savant in 2026, Jolie served as a managing partner at Socha Financial Group, LLC, until the firm joined Savant. She is a CERTIFIED FINANCIAL PLANNER® professional and an Enrolled Agent (EA), licensed by the Department of the Treasury to practice before the Internal Revenue Service.
Jolie earned a bachelor’s degree in fine art and graphic design from Houghton University in New York. She remains active in her community as treasurer and a board member for the Nonnie Hood Parent Resource Center.
A self-described homebody, Jolie is happiest spending time on her back deck in the summer or by the fireplace when temperatures drop. Despite having what she calls “zero musical talent,” she enjoys all genres of music and loves attending live concerts with her husband.
Areas of Focus
Comprehensive Wealth Management
Integrated guidance for your full financial life, bringing together investment, tax, estate, and retirement planning to support your goals.
Financial Planning
Our planning process helps you evaluate key areas of your financial life, uncover opportunities, and make decisions aligned with your goals.
Investment Management
Evidence-based investing designed to help you stay focused on long-term goals while navigating changing market conditions.
Estate Planning & Wealth Transfer
Thoughtful estate planning guidance to help organize your affairs, support your wishes, and prepare for future generations.
Trust Services
Comprehensive trust administration supported by integrated investment, tax, estate, charitable, and business succession planning services.
Tax Advisory & Preparation
Working year-round to help you stay ahead of changing laws, find strategies to help lower your tax burden, and find new opportunities.
Equity Compensation
Guidance for navigating equity compensation, including stock options, restricted stock, and other awards, as part of your broader financial and tax planning strategy.
Education
- Houghton University
Bachelor of Arts in Fine Art and Graphic Design
Professional Designations
- CERTIFIED FINANCIAL PLANNER® professional
- Enrolled Agent
Affiliations
- Nonnie Hood Parent Resource Center – treasurer, board member
Get Started!
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SearchDisclosures
CFP®
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.