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 company.
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.
The Resource Group The Resource Group (TRG), an invitation-only, nationwide network of the top 200 planners within Lincoln Financial Advisor
Premier Partners Lincoln's Premier Partners Program is an internal designation based in part on assets under management, sales and compliance criteria.
Lincoln Legacy Award The Legacy Award is an internal award given to an individual who excels in sales and/or management achievements, educational attainments, service to organizations within our industry and in the community
Elite Award for Community Outreach from the National Life and Health Underwriters The award recognizes the best effort by an industry professional or organization to give back to the community at large.
Daily Record Top 100 Women Maryland’s Top 100 Women recognizes high-achieving Maryland women who are making an impact through their leadership, community service and mentoring. Anyone can be nominated, and winners are selected by past Top 100 Women and business leaders. Three-time winners are inducted into the Circle of Excellence. There are no fees associated with the nomination or award. For more information go to http://thedailyrecord.com/top-100-women/ http://bit.ly/1x0ykJG
Invest In Others Global Community Impact Award IIO Invest in Others Charitable Foundation award is given to individuals based on leadership, dedication, contribution, inspiration, and impact. Individual’s service, and its lasting impact, to an organization whose primary mission is to help those who live outside of the U.S. speaks to the heart of the Global Impact Award.