We’ve been helping people make smart financial decisions since 2002. As your financial planning and investment management firm, EFG is dedicated to serving your unique needs both before and during retirement.
As an EFG client, you’ll receive a thorough evaluation, analysis and implementation of your financial, retirement and investment plan. We use the latest of technology to create customized financial plans and investment portfolios that enlighten you to help reach your goals. As a registered investment advisory firm, we’re independent and flexible. You’ll receive objective and transparent financial advice and investment management services.
Our sweet spot is helping people who’ve accumulated at least $500,000 in investable assets and have a net worth exceeding $1,000,000.
To provide you with customized services through our ability to analyze complex situations and offer sophisticated solutions in an objective, mutual beneficial and professional manner.
ENVISION | ENLIGHTEN | ENRICH - We build long-term relationships by helping you Envision your dreams, Enlighten you with the knowledge to make informed financial decisions, and give you service which ultimately Enriches your life.
We are named after, Thomas Eliopoulos, who upon arriving from Greece, shortened the family name to Elios in 1957. He was proud to become a United States citizen, and we share in his pride to this day.
We incorporated the sun into Elios Financial Group logo because “elios” means “sun” in Greek. Its origins come from “Helios,” the sun god in Greek mythology.