Built on Experience
Guided by Principles
Collier Wealth Company began with a family experience that revealed how important clear, objective financial guidance can be—especially during life’s most challenging moments.
Years ago when Nathan Collier’s grandfather became seriously ill, difficult financial decisions had to be made quickly. Nathan’s father stepped in to manage his affairs and sought advice from multiple respected professionals. Instead of clarity, he received conflicting recommendations around insurance, estate planning, and retirement income. Each advisor meant well, but the lack of coordination created confusion and risk at a time when the family needed confidence.
That experience changed everything. Recognizing the need for integrated, unbiased planning, Nathan’s father founded Senior Benefits & Planning Services in 1990 with a simple goal: to help families make informed financial decisions without conflicting interests or fragmented advice. Nathan grew up learning the business alongside his father, becoming a second-generation financial advisor shaped by those early lessons.
Following Nathan's father’s passing in 2020, the firm continued as Collier Financial, with the family legacy carried forward with his brothers at the helm. After relocating his own family to Tennessee, Nathan chose to establish an independent firm—evolving that legacy into what is now Collier Wealth Company.
Today, Collier Wealth Company remains rooted in its founding principles: comprehensive planning, independent advice, and a long-term commitment to the families and businesses it serves. The firm exists to provide clarity, coordination, and confidence—free from proprietary products, sales quotas, or hidden incentives.
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