Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.
Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world. We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience.
No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to help you develop a strategy to address your financial goals and objectives, using the most efficient methods available.
Founder & CEO | Wealth Advisor
Jim is founder and CEO of Elios Financial Group, an SEC Registered Investment Advisor (RIA) and Registered Representative of Private Client Services, broker-dealer.
Director of Financial Planning
As the Director of Financial Planning here at Elios Financial Group, I work directly with clients. We’ll discuss your financial goals and set investment objectives. I’ll recommend strategies based on where you are and where you want to go.
Tarra serves as the Elios Financial Group Operations Associate and Client Services. Tarra manages all client operations and ensures that all financial plans, investment accounts and all client requests are handled and maintained in a...
Client Services Associate
As a Client Services Associate, Colleen handles all the day-to-day office administration duties with efficiency, professionalism, and friendliness. She schedules and sets appointments, and assists with many client requests...
Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.
Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.