Elizabeth Mackie
CPA, CFP®
Edge Capital Partners
Partner - Senior Financial Advisor
Elizabeth Mackie
CPA, CFP®
Edge Capital Partners
Partner - Senior Financial Advisor
As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Elizabeth Mackie, CPA, CFP®
Fee-Only financial planner located in Tampa, FL, serving clients locally and across the country
Elizabeth Mackie is a Tampa, FL fee-only financial advisor serving clients locally and across the country. Edge Capital Partners provides comprehensive wealth management to help ultra-high-net-worth clients organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Elizabeth Mackie is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.
Elizabeth Mackie is a Partner and serves on the Board of Trustees at the EDGE Capital Group. In her leadership role, she assists in the development of our firm’s philosophy, policies, platform of services and the delivery of valuable resources to assist our teams in meeting the needs of our clients. As a Senior Financial Advisor, she works closely with our ultra-high-net-worth clients to develop customized wealth strategies, construct client-specific portfolios, deliver complex administrative reporting, solve the unique challenges of multi-generational families and build relationships with our clients’ extended family of trusted advisors. As a CERTIFIED FINANCIAL PLANNER™ professional, Elizabeth is intimately involved with the strategic direction of our Wealth Strategy team and our clients throughout the holistic wealth planning process – from goal setting to retirement planning to estate planning reviews.
Prior to joining EDGE in 2007, Elizabeth began her career as a Certified Public Accountant with Ernst and Young and was a Senior Accountant on the Coca-Cola Company Engagement Team. In 2013, she moved to her hometown and opened our firm’s Tampa office. She is thrilled to lead our firm’s regional efforts in providing comprehensive wealth management for individuals and families in such a growing and dynamic state. A Florida native, she attended the University of Florida and earned a Bachelor of Science and a Master’s Degree in accounting where she was a member of Florida Blue Key, the school’s oldest leadership honorary.
Elizabeth volunteers her personal time and is active in the community. She is passionate about supporting childhood development, welfare and education. Locally, she is an active participant supporting women’s and children’s initiatives through the Junior League of Tampa, Tampa General Hospital Foundation, Community Center of Anna Maria Island and St. John’s Episcopal Church. She was appointed as one of the seven Trustees to the City of Tampa’s General Employees’ Retirement Fund and manages nearly one billion in assets for the Fund. She is a Florida Gator football enthusiast and can often be found fishing or working on conservation efforts for Florida’s waterways. Elizabeth and her husband, Ben, reside in Tampa and have two children.
At Edge Capital Group, we understand that significant wealth presents uniquely complex situations, ones that modeling and off-the-shelf solutions ignore. That is why we founded Edge—an independent financial advisory firm devoted exclusively to serving individuals, families, and institutions with substantial wealth via customized and sophisticated financial solutions. Whether the need is to strategically expand cash flow, adjust portfolios for transitory life stages, or preserve and facilitate multigenerational wealth, Edge tailors each financial solution to each client’s unique circumstances from the ground up. We work in concert with clients to RealizeMORE™ in even the most complicated financial circumstances.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
Specialties
- Comprehensive Financial Planning
- Customized Investment Management
- Family Office Services
- College Education Planning
- Asset Management
Ideal Clients
- Ultra-High-Net-Worth
- Retirees and Near Retirees
- Growing Families
- Business Owners and Executives
- Sudden Money Situations
Working Together
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
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Elizabeth Mackie is a Certified Public Accountant (CPA)
A Certified Public Accountant (CPA) is a professional accountant who has met the education and experience requirements set by their state's Board of Accountancy and has passed the Uniform CPA Exam. CPAs are licensed to provide a wide range of accounting services, including financial statement preparation, tax planning and preparation, auditing, consulting, and other financial advisory services.
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Elizabeth Mackie is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for VerificationCFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.
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Elizabeth Mackie is a Verified Wealthramp Financial AdvisorPlenty of people call themselves a “financial advisor”. But very few meet the standards of Wealthramp.
Wealthramp is a curated network of established and highly qualified fee-only advisors, and every member is personally interviewed and evaluated by founder Pam Krueger. As an award-winning personal finance journalist, Pam has spent the last 25 years advocating for and educating consumers on how to make the most of their money, and the importance of working with a Fee-Only financial advisor.
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Elizabeth Mackie Named to Forbes 2023 Best in State Wealth Advisors List
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Elizabeth Mackie Named to Forbes 2023 Best in State Top Women Wealth Advisors List
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Elizabeth Mackie is Mentioned in Focus Financial Partners Blog: "Ultra-High-Net-Worth Firm Edge Capital Group Joins Focus Financial"
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Elizabeth Mackie Named to the Board of Trustees for the City of Tampa General Employees' Retirement Fund
Contact Elizabeth Mackie
Office Locations:
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1700 South MacDill Avenue
Suite 220
Tampa, FL 33629
