What We Do

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.

"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.

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.

As the price of education continues to rise, affording the cost of college requires a customized plan to meet your funding needs, while balancing other expenses and goals.

No matter where you are in life – we’re here to help you every step of the way. We have the knowledge and experience to analyze your current financial situation, and provide a personalized plan designed to meet your specific needs.

Our investment management process centers around a custom plan for your unique circumstances, incorporating thoughtful guidance for a strategy that aligns with your goals.

Our digital experience makes connecting your life and finances easier by providing 24/7 secure access to your account information, aggregation tools, eDelivery, and more.

Generating income from the retirement savings you have accumulated over your lifetime in an efficient way can often be a complex task.

Don’t stress about retirement – look forward to it! Together we can develop a retirement plan to help ensure you meet your needs and goals, living out the lifestyle you envision.

You've worked hard to accumulate assets, build wealth, and provide for your family, building a legacy – we're here to help ensure that legacy is carried out and protected.

Simplify. Plan. Live with Confidence. Over time, your life can change, and so might your financial needs and goals. We can help ensure you stay on track toward your goals.

Janney offers a variety of insurance solutions to help meet your individual needs and preferences, and we can help you understand which options best fit your unique circumstances.

Planning for the efficient management of the tax consequences of investment decisions can be an important factor in retaining more of the assets you worked hard to build.