Elizabeth G. Caldwell

Elizabeth G. Caldwell

| CFP®, MA

Welsh Hills Financial

Fee-Only Financial Advisor serving Newark, OH area.

Specialties

  • Fee-Only Financial Services
  • Comprehensive Financial Planning
  • Free Initial Consultation
  • Investment Management
  • Retirement Planning
  • Education Planning
  • Elder Care Issues
  • Estate Planning
  • Insurance Analysis
  • Charitable Giving and Trusts
  • Planning for Business Owners
  • Cash Flow and Budgeting

Visit Us

1520 W Church St.
Newark, OH 43055

I founded Welsh Hills Financial Services, a fee-only financial planning firm, in 1994, building on my personal investment experience and strong educational background in finance. My business has twin goals. I am committed to professional excellence: emphasizing investments and the various areas of financial planning. This is superceded only by my commitment to my clients, helping you identify and realize your goals and dreams by completing the financial planning process.

I have had a long term interest in finance and economics. I received a BA degree in economics from Ohio University and a MA degree in economics from Ohio State University.  I also graduated from the College of Financial Planning in Denver and am a Certified Financial Planner.

I am registered with the Ohio Division of Securities and am a member of several professional organizations – National Association of Personal Financial Advisors (NAPFA), Financial Planning Association (FPA), and National Association of Tax Preparers (NATP).

I am a member of the Alliance of Cambridge Advisors, a national group of fee only planners.   I served as the co-chair of the Cambridge Advisors Directed Portfolio Committee for 6 years.  In addition, I have been a labor market analyst, an economic researcher at Ohio State University, and an administrative/patient relations director for a health services firm.

Staying ahead of the field is essential in providing my clients with the best possible service.  My association and constant interaction with my Cambridge colleagues brings a synergy and source of information unique in the financial planning business.  My participation in national and regional seminars, such as the Gear Up Tax Seminar and the National NAPFA Conference, keep me up to date on the changes in tax law and other areas which have a direct impact on my clients.

A native of southeastern Ohio, I have lived in the Granville area since 1970.  I work at balancing my professional life with volunteer work in church and community, as well as keeping up with my two adult sons.  I enjoy traveling, gardening, studying nutrition, and spending time with my friends.