Mike Collie
CFP®, AIF®, CKA®, CMFC®
Collie Financial Planning, Inc.
Owner/Certified Financial Planner™
Mike Collie
CFP®, AIF®, CKA®, CMFC®
Collie Financial Planning, Inc.
Owner/Certified Financial Planner™
As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Mike Collie, CFP®, AIF®, CKA®, CMFC®
Fee Only Certified Financial Plannerâ„¢ with offices in Asheville and Black Mountain, NC and serving clients nationwide
Michael Collie is an Asheville, NC fee-only financial planner. Collie Financial Planning, Inc. provides comprehensive financial planning, investment management, college planning and 401(k) planning to help individuals, families and small businesses organize, grow and protect their assets through life’s transitions and find Financial Freedom. As a fee-only, fiduciary, and independent financial advisor, Michael Collie is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.
Mike Collie established Collie Financial Planning, Inc. in 2005 and currently has offices in Black Mountain, Asheville and Johnson City, TN. 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.
"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. We bring purposeful life planning and financial planning together in hopes that this will help our clients find Financial Freedom."
Mike lives in Montreat with his wife, Randi. They have three sons who are now pursuing their own careers. He attends and serves at Christ Community Church Montreat (EPC).
Mike Collie is a Member of the National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.
NAPFA members live by three important values:
- To be the beacon for independent, objective financial advice for individuals and families.
- To be the champion of financial services delivered in the public interest.
- To be the standard bearer for the emerging profession of financial planning.
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
Our Services
- Investment Management
- Financial Planning
- 401(K) Plans
- College Planning
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
Specialties
- Comprehensive Financial Planning
- Retirement Income Planning
- Investment Management
- College Education Planning
- Tax Planning
Ideal Clients
- Retirees and Near Retirees
- Growing Families
- Business Owners and Executives
- Sudden Money Situations
- Novice Investors
Working Together
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
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Michael Collie is a NAPFA-Registered Financial AdvisorThe National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
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Michael Collie 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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Michael Collie is a member of The Financial Planning Association® (FPA®)FPA® is the largest membership organization for CFP® professionals in the U.S. and supports high standards of professional competence, ethical conduct, and clear, complete disclosure when serving clients.
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Michael Collie is an Accredited Investment Fiduciary® (AIF)Accredited Investment Fiduciary® (AIF®) training empowers investment professionals with the fiduciary knowledge and tools they need to serve their clients’ best interests. Advisors who have earned the Accredited Investment Fiduciary designation have gone through training, met the qualifications, and passed the exam allowing use of the AIF designation and they are immediately able to demonstrate the added value that they can bring to both existing and prospective clients.
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Michael Collie is Certified Kingdom Advisor® (CKA®) - Click to verify and learn more.The CKA® is a designation granted by Kingdom Advisors to individuals who have demonstrated themselves to be able to apply biblical wisdom in counsel, technically competent, ethical, accountable, and a biblical steward.
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Mike Collie is a Chartered Mutual Fund Counselor® (CMFC®)The Chartered Mutual Fund Counselor or CMFC® is a professional designation for financial advisors and investment managers. The CMFC® program provides financial planners and investment professionals with in depth knowledge of mutual funds, asset allocation, retirement planning, risk and return and other investment topics. To keep their designation, advisors must take 16 hours of continuing education courses every two years.
Contact Mike Collie
Office Locations:
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One Town Square Blvd
Suite 206
Asheville, NC 28803 -
103 Black Mountain Ave
Suite 12
Black Mountain, NC 28711
