Katherine Fox, CFP®, CAP®

Founder and Advisor, Sunnybranch Wealth

Katherine Fox is Founder and Advisor at Sunnybranch Wealth, an independent, fee-only firm dedicated to helping clients build a sustainable financial future while using their wealth as a tool for change. As a fourth-generation member of a philanthropic family that successfully passed both wealth and values across generations, Katherine believes that the privilege of holding wealth comes with a responsibility to give back and an obligation to explore how meaningful change can be created in the world. She founded Sunnybranch on this principle, with the goal of helping individuals and families plan for the future, grow their wealth, and become agents of change through impact investing and philanthropic giving.