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Elizabeth Caldwell (CFP®, MA)

Elizabeth Caldwell focuses in the
following client markets or areas of practice:

  • Business Owners
  • High Net Worth Client Needs
  • Investment Advice with Ongoing Management
  • Retirement Plan Investment Advice
  • Tax Planning
  • Women's Financial Planning Issues

Planning Specialties

Elizabeth Caldwell is a Newark, Ohio fee-only financial planner. Welsh Hills Financial provides comprehensive financial planning, estate planning, investment management and tax planning to help couples and individuals organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Elizabeth Caldwell is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.

NAPFA Start Date

July 20, 2004

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Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
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Download vCard
Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.

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This Office

1520 W Church St Newark, OH 43055-1532 Phone: (740) 344-2244 Fax: (740) 344-2244
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