Elizabeth Caldwell (CFP®, MA)
Elizabeth Caldwell focuses in the
following client markets or areas of practice:
- Business Owners
- High Net Worth Client Needs
- Investment Advice with Ongoing Management
- Retirement Plan Investment Advice
- Tax Planning
- Women's Financial Planning Issues
- Business Owners
- High Net Worth Client Needs
- Investment Advice with Ongoing Management
- Retirement Plan Investment Advice
- Tax Planning
- Women's Financial Planning Issues
Planning Specialties
Elizabeth Caldwell is a Newark, Ohio fee-only financial planner. Welsh Hills Financial provides comprehensive financial planning, estate planning, investment management and tax planning to help couples and individuals organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Elizabeth Caldwell is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.
NAPFA Start Date
July 20, 2004