Collie Financial Planning, Inc. Email Format
Investment ManagementNorth Carolina, United States2-10 Employees
Collie Financial Planning, Inc. is a fee-only investment management and financial planning firm based in Asheville, North Carolina, with additional offices in Black Mountain. The firm serves individual clients across the southeast, primarily in Western North Carolina, and manages a substantial portion of client assets on their behalf while also providing fiduciary advisory and management services for company retirement plans. Positioned in the investment management industry, it emphasizes objective, client-directed financial guidance and planning that aligns with fiduciary standards. The company operates with a small professional team and serves a diverse client base across several southeastern states. As a regional practice, it locates its services within the Asheville area and surrounding markets to support personal financial planning and retirement plan needs.