Meet Our Founder:
Elizabeth Whitteberry,
CPWA®, TPCP®, CFA®, CIPM®, RMA®, ChFC®, AIF®, NSSA
Financial planning is both complex and intimate. Just the mention of money can create stress or anxiety. At Best Path Advisors, Liz uses an empathetic, caring, and engaging approach, with no judgement, to help her clients along their best path.
About Liz Whitteberry
Liz Whitteberry is the Founder and Retirement Wealth Advisor of Best Path Advisors, a comprehensive financial wealth management firm located in Colleyville, Texas.
Liz’s passion is in educating and empowering successful women and couples ages 50 and above to find their best path to and through retirement. She believes time is our most valuable resource, and our wealth should enable us to make the most of our time.
Building on her decades of experience, Liz created The Best Path BlueprintTM, a holistic retirement planning process that she designed to guide her clients on their best path for retirement. The Best Path BlueprintTM includes her Retirement Income Guide, Investment Management Plan, Risk Management Plan, Taxes in Retirement Guide, and Legacy Planning Guide.
Liz is committed to lifelong learning to ensure her clients receive the best advice ongoing. Her education, professional designations, and licenses include:
- Bachelor of Science, Ministry and Leadership, Dallas Christian College
- Certified Private Wealth Advisor (CPWA®), Investments and Wealth Institute
- Retirement Management Advisor (RMA®), Investments and Wealth Institute
- Tax Planning Certified Professional (TPCP®), The American College
- Chartered Financial Consultant (ChFC®), The American College
- Chartered Financial Analyst (CFA®), CFA Institute
- Certificate in Investment Performance Measurement (CIPM®), CFA Institute
- Certified Exit Planning Advisor (CEPA), Exit Planning Institute
- Certified Fund Specialist (CFS®), Institute of Business and Finance
- Chartered Retirement Plans Specialist (CRPS®), College for Financial Planning
- Accredited Asset Management Specialist (AAMS®), College for Financial Planning
- Accredited Wealth Management Advisor (AWMA), College for Financial Planning
- National Social Security Advisor (NSSA®), National Social Security Association
- Certified in Long-Term Care (CLTC), Certification for Long-Term Care
- Accredited Investment Fiduciary (AIF®), fi360,
- Chartered Tax Professional, Income Tax School
- FINRA Series 7 and 63 registrations
- Life, Accident and Health Insurance License
Interesting Facts About Liz
She has been married to Bob for over 35 years. They have three grown children and a puzzle-solving, energetic Weimaraner.
She learned the value of hard work and blisters growing up on a farm, which created a respect in her for others who work hard and a desire to help them when it’s in her power to do so.
She got her first job in the financial industry based on the recommendation of her high school accounting teacher.
She loves food, especially seafood, Mexican and Italian. Her favorite treats are watermelon, chocolate cake, and blackberry cobbler topped with ice cream.
She runs so she can eat more. She has completed 47 marathons and 17 ultra-marathons ranging from 50k to 100 miles, plus another 25+ races of shorter distances.
In every situation, she is not willing to compromise on her values, as that would let herself and God down, not to mention her family, friends, and clients.
Mission
Our mission is to make retirement clarity possible for those who want more than generic advice—offering real planning depth and full accountability at every step.
Values That Shape Your Retirement Experience
Fiduciary Commitment
Every client relationship is built on acting in your best interests, not just as a marketing promise but as a public, written standard. This means our advice is always designed for your goals, never outside incentives.
Credential-Driven Planning
Our team’s credentials—including founder Liz Whitteberry’s respected designations—bring a level of technical depth and ongoing education that ensures your decisions are based on real substance, not salesmanship. You benefit from a learning-driven practice that’s always advancing.
Personalized Guidance for Age 50+
We specialize in the unique planning needs of women, couples, executives, and engineers age 50+, translating decades of experience into strategies that fit your stage of life. Clients feel seen and supported in every conversation.
Transparency and Accountability
Our service model puts fee clarity and client interests first. From your initial discovery call through every ongoing review, you’ll always know how decisions are made and what you’re paying for.
About Best Path Advisors
Proudly Rooted in the Colleyville Community
Best Path Advisors serves Colleyville, Southlake, Grapevine, Fort Worth, Dallas, and clients across Texas who value trust, technical depth, and a team that knows local priorities. Whether you’re connecting in our Colleyville office or virtually from anywhere in Texas, you’ll experience the same level of care and clarity. We’re actively involved in professional associations, regional events, and ongoing educational outreach for retirees and families. Our presence in Colleyville is more than an address—it’s a commitment to serve this region with the highest standards.
Meet the Team
Bilingual accountants committed to your success
Our team combines decades of experience in accounting and tax services with the ability to communicate clearly in English and Spanish (Italian coming soon). We work closely with each client, focusing on clarity, respect, and personalized solutions.
Nature's Symphony
Faces of Humanity
