Elizabeth A. Liechty, ChFC®, CLU®, ADPA®

Elizabeth A. Liechty is a senior partner at Charter Financial Group (CFG), a private financial advisory firm located in Annapolis, Maryland. Elizabeth is registered with Lincoln Financial Advisors Corp., a division of Lincoln Financial Group, a Fortune 500 registered investment advisement company that has been a leader in financial planning in the United States for over 50 years.

  1. (410) 279-3482
  2. elizabeth.liechty@lfg.com

Elizabeth A. Liechty is a senior partner at Charter Financial Group (CFG), a private financial advisory firm located in Annapolis, Maryland. Elizabeth is registered with Lincoln Financial Advisors Corp., a division of Lincoln Financial Group, a Fortune 500 registered investment advisement company that has been a leader in financial planning in the United States for over 50 years.

Elizabeth’s clientele ranges from nationally respected thought leaders and business executives to small business owners and non-profit organizations. Steadfast in her commitment to empowering others, Elizabeth is a charter board member of Lincoln’s WISE (Women Inspiring, Supporting and Educating) Group, an active member of Lincoln’s Diversity and Inclusion Committee, a member of The Resource Group (TRG), an elite group of financial planners within Lincoln Financial Advisors, serving as part of the group’s Compliance Committee, as well as a long-standing member of Premier Partners.

Outside of her professional sphere, Elizabeth serves as the chair of the audit committee for the Middle East Investment Initiative, a non-profit organization aimed at creating peace through localized economic development in the Middle East and North Africa. She also serves as the Co-Chair of Hospice of the Chesapeake’s children’s programs under Chesapeake Kids. Acknowledged for both her leadership and volunteer efforts, in 2008 Elizabeth proudly accepted the Legacy Award from Lincoln Financial Advisors for her humanitarian efforts. In 2014 she received the Elite Award for Community Outreach from the National Life and Health Underwriters; and, in 2014 and 2019 acknowledged by her peers statewide as one of Maryland’s Top 100 Women. In 2018 she received the Invest In Others Global Community Impact Award for the Blue Elephant Canvas Project that supports children in the hospice system, both locally and in South Africa. The Blue Elephant Project has expanded to now include a children’s book, “The Blue Elephant,” written by Elizabeth, and the animated film of the Blue Elephant that debuted at the Annapolis Film Festival in March 2018.

I believe in providing my clients with clarity and solutions that help meet their needs. I believe that long-term relationships are more important than short-term gains and will never sacrifice the former for the latter. Conviction in what I do; the courage to get my clients to take action; competency based on continuing education and training; bringing national resources together on a team for the benefit of each client; and, communication that builds understanding and trust.

CRN-2496304-040919

Holistic Financial Planning

Holistic Financial Planning “When more than money matters” A plan for your future, Elizabeth A. Liechty, ChFc, CLU provides solutions and alternatives that are unique to each client’s financial goals and objectives. Elizabeth works strictly on a confidential basis with individuals and their families, educating and empowering her clients through a detailed financial process. She continues to monitor the plan …