Michael Collie| CFP®, AIF®, CKA®
Collie Financial Planning, Inc.
- 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
Asheville, NC 28803
Black Mountain, NC 28711
Fee-Only & Fiduciary
The National Association of Personal Financial Advisors (NAPFA) is the country's leading association of fee-only and fiduciary financial planners.
Michael Collie is an Asheville, NC Fee-Only Financial Planner serving the entire region and clients across the country. Collie Financial Planning, Inc. specializes in providing objective financial planning to help clients build, manage, grow, and protect their assets through life's transitions. Michael Collie is a NAPFA-Registered Financial Advisor and a CERTIFIED FINANCIAL PLANNER™ Professional.
Mike established Collie Financial Planning, Inc., with offices located in Asheville and Black Mountain, NC, in 2005. He is a Certified Financial Planner™ (CFP®), an Accredited Investment Fiduciary® (AIF®), a Certified Kingdom Advisor™ (CKA®), a National Association of Personal Financial Advisors (NAPFA) Registered Advisor, and a member of the Financial Planning Association (FPA). He obtained his Bachelor's Degree from Robert Morris University in Pittsburgh, Pennsylvania in 1994 after graduating in three years, and completed his Certified Financial Planner™ educational program with the College for Financial Planning in Denver, Colorado. As a local expert on financial matters, Mike has contributed monthly columns to the Journey Christian Newspaper and Asheville Citizen-Times' publications WNC Parent and Mountain Maturity.
While Mike's clients certainly value his experience and understanding of complex financial issues, they consistently convey that his ability to understand their personal goals and objectives, and clearly communicate a plan to achieve them, is what they have come to value most about their partnership with him. This unique ability to mesh knowledge and experience with interpersonal and communication skills is what sets Mike apart from his peers within his industry. "I believe that there are a handful of competent Financial Advisors serving Western North Carolina," comments Mike, "but there is certainly a tremendous need for a financial planning and investment management firm that can help clients incorporate what is important to them in life with what makes sense financially. Combining competent and diligent financial planning with purposeful life planning is the only way to achieve true financial freedom. That's what I am deeply passionate about bringing to my clients."
Mike lives in Montreat with his wife, Randi, and their three boys. He serves in various roles at Asheville Christian Academy, attends Christ Community Church Montreat, and is involved in coaching his sons' sports teams.
Collie Financial Planning, Inc. is an independent, Fee-Only Registered Investment Advisor that provides comprehensive financial planning and investment management services to individuals and retirement plan services to small and medium sized businesses.
Whether funding a child’s college education, planning to leave a legacy to your loved ones, or planning for retirement, your success will require knowledge of investing, insurance, taxation, and other complex subjects, plus attention to detail. To succeed, you’ll need to be engaged and committed to a strategic plan, and that’s where we come in.
Who We Serve
- Younger Individuals and Families
- Pre-Retirement Individuals and Families
- Retired Individuals and Families
- Small and Medium Sized Businesses
- Investment Management
- Financial Planning
- 401(K) Plans
- College Planning