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

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


This Office

1520 W Church St Newark, OH 43055-1532 Phone: (740) 344-2244 Fax: (740) 344-2244