Overwhelmed by options?
Answer a few questions to see advisors matched to you.
Find a financial advisor
Based on your filters
Paola M
CFP®
Simpsonville, SC
Yellow Oak Financial Planning, LLC
Paola Martinez is a CFP® professional based in Simpsonville, South Carolina, with a background in accounting and tax services spanning over a decade. She is the owner of 1mpact First LLC, serving as an outsourced CPA to other CPA firms, and also operates P.M. Accounting Services, which provides tax preparation and financial review services. Martinez joined Yellow Oak Financial Planning, LLC in 2026, where she serves as the sole advisor. Yellow Oak Financial Planning is an independent, fee-only firm offering discretionary investment management and comprehensive financial planning to individuals, high-net-worth clients, and businesses. The firm integrates modern portfolio theory with technical and fundamental analysis, employing both passive and active strategies, and maintains a direct affiliation with an accounting practice owned by Martinez.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")
Finding advisors...
Find a financial advisor
Based on your filters