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Awards
2024 Forbes Best-in-State Wealth Advisor
W. Travis McCollum, CFP®, was recognized as a 2024 Best-in-State Wealth Advisor by Forbes.
2023 Forbes Best-in-State Wealth Advisor
W. Travis McCollum, CFP®, was recognized as a 2023 Best-in-State Wealth Advisor by Forbes.
2022 Forbes Best-in-State Wealth Advisor
W. Travis McCollum, CFP®, was recognized as a 2022 Best-in-State Wealth Advisor by Forbes.
Our Team
No needs are more important than your own. We pride ourselves in making your needs and goals, our own. We don't simply work for you. We work with you to understand who you are as an individual and as an investor. Our mission is to help you to define your financial objectives, and then use that knowledge to develop — together — a plan that is tailored to fit your unique needs and preferences, and is in your best interest. We’re proud to offer comprehensive financial planning resources, providing you access to education, advice, planning, and consultation.
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What We Do
No matter where you are in life – we’re here for you through every step of your financial journey.
50 Years of The McCollum Group
A lot was happening around the world in 1973. The Paris Peace Accords are signed. OPEC would increase oil prices by 200%. U.S. inflation was at 6.2%. The Sears Tower was opened in Chicago. “Battle of the Sexes” between Billie Jean King and Bobby Riggs. Secretariat wins the Triple Crown. The movies “American Graffiti”, “The Sting”, “Paper Moon” and “Live and Let Die” debut. Albums released include, “Greetings from Asbury Park, NJ” by Bruce Springsteen, “The Dark Side of the Moon” by Pink Floyd, and “Don’t Shoot Me, I’m Only the Piano Player” by Elton John. “The Princess Bride” by William Goldman and “Breakfast of Champions” by Kurt Vonnegut, Jr. were published. Steve Jobs would turn 18 years old, three years before launching Apple. The Dow Jones Industrial Average would start 1973 at 1,032. This same year, a young entrepreneur, Bill McCollum, started a business in Charlotte, NC known today as The McCollum Group. Bill’s vision for The McCollum Group started with a simple mindset, caring about people, their families and their futures. The business has been operating through events like Watergate, Three Mile Island nuclear disaster, hostage crisis in Iran, Falkland Islands War, Chernobyl disaster, the end of The Cold War, taking down “The Wall” in Germany, War in Iraq, War in Afghanistan, Mad Cow disease, Y2K, 9/11, Enron, WorldCom, the “dot-com” bubble, “The Great Recession,” the world’s population grew from 3.9 billion to over 8 billion, and the Dow Jones Industrial Average went from 1,032 to 33,147 to begin The McCollum Group’s 50th year. For 50 years, we have served 100’s of households with that same mindset, caring about people, their families and their futures. To all clients we work with, Thank You for the trust and confidence you have placed in The McCollum Group. Our HistoryThe McCollum Group, and our clients, have lived through multiple Bull Markets, Bear Markets, Recessions, Wars, Elections, Pandemics, and other Crises but by sticking to a plan, we persevere through it all.Our ValuesTrust. Honesty. Integrity. We believe values matter, and we live by ours every day. First and foremost, it's always about our clients...since 1973.
Our Process
"We start with your life and plan your money around it. That way we can be positive we're always prioritizing what is most important to you." W. Travis McCollum, CFP®Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of The McCollum Group's foundation of success.What you can expectOur business revolves around developing mutual trust between our clients and The McCollum Group. Because of this, you can also expect the following:Your concerns are our concerns.We will listen well in order to provide strategic advice.Ongoing portfolio due diligence, leveraging Baird's extensive, world renowned expertise.Provide constant, reliable, communication to fit your personal circumstance.How we operateOur approach is designed to provide solutions and strategies specifically tailored to your goals and ongoing advice to help simplify your financial life.
Business Retirement Plans
We are committed to working with your organization to deliver innovative, results-oriented strategies. Our step-by-step process has been developed to help you reach your goal of offering a well-designed plan, with high-level service, that helps your valued employees achieve financial security.
Recent Updates
Stay up-to-date and in-the know about every aspect of your financial picture.
November 11, 2024
Investment Implications of Presidential Election Results
Our Investment Strategy Group explores the potential investment implications of the election results and the importance of focusing on long-term investment goals.
Research & Insights
Access our latest research and insights covering market news, financial planning topics, and more.
October Investment Perspectives
We take a closer look at economic activity in China, the potential changes to tax exemptions and what that might mean for munis, and how earnings expectations drive stock prices.
Status and Investment Implications of Infrastructure, Clean Energy, and Semiconductor Spending Acts
In this special report, our Investment Strategy Groups discusses the investment impacts of recent major government spending initiatives.
Here’s What You Can Do to Prevent Check Fraud
Instances of check fraud are on the rise in the U.S. Here are some best practices to help you avoid becoming a victim.
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