McCollum Christoferson Group, LLC

EST. AUM
$442,069,645

CONTACTS

CLIENT ACCOUNTS
766

Firm Details

Metro area New York City
CRD Number 268812
Website mccollum-christoferson.com
Client types

Overview

McCollum Christoferson Group, LLC is an independent, SEC-registered investment adviser (RIA) headquartered in Amherst, New York, providing dedicated services throughout Western New York and across the country. Wholly owned by CEO and Senior Financial Advisor Katherine A. Christoferson, the firm operates under a strict 100% fiduciary standard of care to design customized wealth preservation platforms for individuals, multi-generational high-net-worth families, and small business profit-sharing plans. The firm specializes in coordinating complete financial lifecycle planning, integrating multi-scenario retirement maps, cash flow projections, and estate investment configurations into one process. Their foundational philosophy avoids speculative short-term trading, focusing explicitly on insulating client wealth from inflation and maintaining long-term purchasing power. They manage client portfolios via a comprehensive discretionary wrap-fee program, deploying globally diversified asset allocation models built out of high-quality large-cap equities, institutional mutual funds, and low-cost exchange-traded funds (ETFs).

Platform Details

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Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

McCollum Christoferson Group, LLC

Platform Details

Investment Preferences

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