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Our Story

Building a Financial Roadmap for the Future

At The Ellis Group, Inc. we are in the business of building long-term relationships. We founded our firm with the desire to help individuals and families strategize for the future and preserve the wealth they’ve worked hard to build.

We understand that taking the first steps toward financial planning can be overwhelming and discussing your personal finances with a stranger may feel uncomfortable. To address these concerns, our goal is to serve clients and their families as trusted advisors who can offer objective advice and personalized recommendations.

With every client, we take the time to get to know them and understand their long-term goals, needs, and current financial situation. Because we tailor every client’s plan of action to their risk tolerance and unique needs, we don’t create a strategy until we feel we understand their entire financial picture.

As members of an independent firm, we have the freedom to recommend the services and solutions that align with each client’s needs and only offer objective, unbiased advice. Additionally, we believe in providing our clients with full transparency, whether it’s regarding the strategies we create and the compensation we receive.

Through our collaborative team approach, we aim to assist our clients and their families with all their financial decisions, strategizing and developing a financial roadmap that can help them navigate the many milestones of life. We consider each client engagement a lifelong relationship and we often work with our clients’ children and future generations. We are grateful for our clients and many have shared with us the gratitude they feel in return.