Elizabeth Caldwell, CFP®, MA

Welsh Hills Financial, LLC

Contact Details

Welsh Hills Financial, LLC
1520 West Church St.
Newark, OH 43055
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Primary: (740) 344-2244


​I founded Welsh Hills Financial, LLC, a fee-only financial planning firm, in 1994, building on my personal investment experience and strong educational background in finance. My business has twin goals. I am committed to professional excellence: emphasizing investments and the various areas of financial planning. This is superseded only by my commitment to my clients, helping them identify and realize their goals and dreams by completing the financial planning process.

I have had a long-term interest in finance and economics. I received a BA degree in economics from Ohio University and an MA degree in economics from the Ohio State University. I also graduated from the College for Financial Planning in Denver and am a Certified Financial Planner*.

I am registered with the Ohio Division of Securities and am a member of several professional organizations - National Association of Personal Financial Advisors (NAPFA), Financial Planning Association (FPA), and National Association of Tax Preparers (NATP).

I am a member of the Alliance of Comprehensive Planners (ACP), a national group of fee-only planners. I served as the co-chair of the Cambridge Advisors Directed Portfolio Committee for 6 years.  In addition, I have been a labor market analyst, an economic researcher at the Ohio State University, and an administrative / patient relations director for a health services firm.

Staying ahead of the field is essential in providing my clients with the best possible service. My association and constant interaction with my ACP Colleagues brings a synergy and source of information unique to the financial planning business. My participation in national and regional seminars, such as the AICPA Financial Planning Seminar in Las Vegas and the NAPFA Conference, keep me up to date on the changes in tax law and other areas which have a direct impact on my clients.

A native of southeastern Ohio, I have lived in the Granville area since 1970. I work at balancing my professional life and with volunteer work in church and community, as well as keeping up with my two adult sons, each happily married with a total of five grandchildren. I enjoy traveling, gardening, studying nutrition and spending time with my family and friends.

Professional Credentials/Designations

  • CFP®
  • MA

Serving Clients Living In

  • AZ
  • GA
  • OH
  • SC

Accepting New Clients

  • Yes

Offers Remote Appointments

  • Yes