CFP®, AIF®, CKA®
Collie Financial Planning, Inc.
Owner/Certified Financial Planner™
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 and objective financial planning to help clients organize, grow and protect their assets through life’s transitions. 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 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.
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
- Investment Management
- Financial Planning
- 401(K) Plans
- College Planning
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
- Comprehensive Financial Planning
- Retirement Income Planning
- Investment Management
- College Education Planning
- Tax Planning
- Retirees and Near Retirees
- Growing Families
- Business Owners and Executives
- Sudden Money Situations
- Novice Investors
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
Michael Collie is a NAPFA-Registered Financial Advisor
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.
Michael Collie is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for Verification
CFP® 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.
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.
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.
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.
Contact Mike Collie
One Town Square Blvd
Asheville, NC 28803
103 Black Mountain Ave
Black Mountain, NC 28711