Who We Are
FEMALE-FOUNDED.
PURPOSE-DRIVEN.
Grounded in advanced, specialized credentials that strengthen our advice.














A Clear Vision
Woman Owned Wealth was founded by Jody C. D’Agostini on a simple belief:Wharton
financial confidence isn’t reserved for a select few— it’s built through education, access, and partnership.
Traditional financial conversations often overlook the realities women navigate — career shifts, caregiving, business ownership, divorce, widowhood, and planning for longer lifespans. Women are taking greater control of their financial futures, yet many still feel underserved or disconnected from traditional advisory models.
We built something different—a woman‑founded, woman‑led advisory collective designed to meet women where they are and walk with them as they define what wealth means in their lives.
Our all‑female advisory team brings advanced credentials, specialized expertise, and a shared commitment to education so clients don’t just receive guidance—they understand it.
This isn’t generalist planning.
This is intentional specialization—shaped by experience, grounded in expertise, and delivered through thoughtful, strategic guidance.
Meet The Team
In partnership with Jody, our team brings complementary expertise
and a shared commitment to guiding you with clarity, confidence, and purpose.
Laura Hingle,
mBA, CEBS, ChFC®, CFP®
Founding Member,
Employee Benefits Specialist, CERTIFIED FINANCIAL PLANNER®
Nationally Awarded for Women‑Centered Financial Guidance






Logos displayed for illustrative purposes only; no endorsement implied.
What Drives Us
Women navigate financial transitions that are often overlooked—career shifts, caregiving, business ownership, divorce, widowhood, longer lifespans, and complex family dynamics. For too long, the industry has spoken to women, not with them.
We’re here to change that.
Our mission is to empower women to flourish—financially, personally, and professionally—through holistic planning, clarity‑driven wealth management, confidence‑building education, and a community rooted in connection and support.
We meet each client with intention, listen deeply, and design strategies that align with their goals, values, and vision for the future. When women gain clarity around their finances, they don’t just grow wealth—they expand possibilities.
We believe knowledge creates freedom—the freedom to make confident decisions, the security to navigate change, and the ability to live in alignment with your values.
Guided by Purpose
How We Work With You
COORDINATED. INSIGHTFUL. CLIENT-FOCUSED.
We simplify complexity, provide thoughtful education, and align every recommendation with your broader financial life.
Clients engage us individually, as couples, or as families.
We encourage inclusive planning—because a sound financial strategy reflects the full picture, not just one part.We believe confident decisions begin with clarity—and that alignment across a household strengthens every outcome.
Our Core principles
That Shape Our Advice—And Your Experience.
CLEAR
We simplify complexity and communicate with transparency.
SUPPORTIVE
We guide with empathy and responsive, thoughtful care.
ALIGNED
We ensure every recommendation reflects your goals and values.
COLLABORATIVE
We work with you, your household, and your other professionals.

Our Strength & Stability
A strategic initiative of The Falcon Financial Group,
operating in alliance with Equitable Advisors, LLC.
This structure allows us to provide:
Boutique, personalized planning
Robust operational infrastructure
Access to comprehensive financial strategies and solutions
Compliance‑driven standards and oversight
You receive the attention of a focused, specialized team;
with the stability and support of an established financial organization behind it.
It’s the best of both worlds.
Our Commitment To Learning
Education is not an add-on—it is central to how we operate.
We believe knowledge creates independence. And independence builds freedom.