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 Janney'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 partner with organizations to deliver innovative, results-oriented retirement plan solutions. Our structured, consultative process is developed to help you offer a well-designed plan—supported by high-level service that empowers your employees to work toward long-term financial security.

Plan for More™—supporting your student’s future while protecting your broader financial goals. As the cost of higher education continues to rise, paying for college often requires more than saving—it often calls for a thoughtful, customized strategy that balances education funding with your broader financial goals.

Your financial life is shaped by what matters most to you. At Janney, begin by understanding your priorities, then connect your goals to a personalized financial plan designed to help you plan for more—more clarity, more confidence, and more possibility. No matter where you are in life, we’re here to help you navigate complexity, build a thoughtful strategy, and move forward with purpose. With experience across a wide range of financial situations, we analyze your current circumstances and create a plan tailored to your unique needs and long-term vision.

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

Simplify your life and finances with Janney’s secure client portal. Janney offers 24/7, convenient, secure access to your account information and more through our Online Access client portal and mobile app. Take the tour below.

Turning a lifetime of savings into sustainable retirement income can feel complex. You’re balancing predictable income sources–like Social Security–with investment-based income that can fluctuate, all while supporting the lifestyle you envision for retirement.

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.