Elizabeth McCollum (CEP, CFP®, MBA)
Elizabeth McCollum focuses in the
following client markets or areas of practice:
- AUM
- Baby Boomers
- Corporate Executives
- Estate & Generational Planning Issues
- Fixed Fee (Subscription, Retainer, etc.)
- High Net Worth Client Needs
- AUM
- Baby Boomers
- Corporate Executives
- Estate & Generational Planning Issues
- Fixed Fee (Subscription, Retainer, etc.)
- High Net Worth Client Needs
Planning Specialties
Transitions into retirement and retirement income strategies Customized, complex estate planning Boutique-style, high-touch wealth management servicesAdditional Information
The company's mission is to empower you to achieve financial clarity, confidence and freedom. We intentionally limit client relationships to offer a boutique specialized service experience. As your advisor, I am dedicated to this mission to build relationships and give my clients confidence to make financial decisions that can be both high-stakes and complicated. I bring a powerful educational background, a history of executive leadership and financial acumen.NAPFA Start Date
September 17, 2025
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