Mike Collie
Advisor at Collie Financial Planning, Inc.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Advisor at Collie Financial Planning, Inc.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Collie Financial Planning, Inc.
Location
Black Mountain, NC 28711
Credentials
CFP®
Industry experience
15 years
Collie Financial Planning is a Fee-Only financial planning and investment management firm, founded by Mike Collie in 2005. As of 2023, Collie Financial Planning serves just over 200 client households. Our team consists of two advisors, Mike and Logan. Together we help our clients use their financial resources to achieve their most important goals in life, often incorporating their values into their planning and investments. We address comprehensive planning needs, including investment, retirement, tax, estate, education, insurance and charitable planning, making sure all of these components are working together to help clients achieve their goals.
Mike's most important thing in life are his faith and his family, which includes wife Randi and sons Logan, Reece and Graham, and daughter-in-law McKenzie. We enjoy spending time together outside in the mountains and on the lake.
1.00%
$200
Collie Financial Planning, Inc.
2005 - Present (21 years)
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