Broker Check

Our Most Successful Client Relationships

Our clients are retirees, business owners, professionals, executives, surviving spouses, and other individuals and families who need personalized and custom wealth management services. They are conscientious about how they spend, save, and invest. They also may be delegators and want to partner together for successful money outcomes.

  • Our financial planning services are provided on either a flat fee, or an hourly basis depending upon the complexity of the plan.
  • Our investment services are scalable and targeted to serve households with $500,000 to upward of $100 million of investable assets.
  • When suitable, ongoing financial planning and investment management are provided together for a flat fee based on Assets Under Management based on an agreed upon fee schedule.

Our typical clients:

  • Share pertinent family and financial information that is necessary to analyze and get a comprehensive view of the financial condition.
  • Looking for a long-term relationship with a trustworthy advisor with strong moral and ethical principles, providing wise counsel.
  • Seek an advisor capable of assessing their financial position and providing a personalized comprehensive approach to managing their wealth.
  • Want an advisor who actively works with their other trusted advisors to ensure a coordinated approach to wealth management.
  • Desire to work with experienced, credentialed professionals.
  • Are inclined to honor God with a stewardship approach to managing wealth.

Elios Financial Group is highly qualified to provide these clients with the advice, guidance, and services they desire.

We are not a fit if:

  • You are looking for discount investment management. We are not a discount provider. We offer a broad scope of premium services at a fair value.
  • You enjoy performing your own investment analysis, and investment selection. We work best with clients who prefer to delegate these tasks.
  • You like to ‘time’ or speculate in the market. We work with clients who like to invest not trade/speculate. Our clients appreciate the importance of asset allocation, diversification, and extended time horizons to pursue success with their financial plan.
  • You prefer commissions rather than fees. Our clients prefer to work with us on a fee only, or a fee for assets under management basis. (Understandably, there are occasional circumstances where commissionable services are necessary and are provided. However, this is not the norm.)
  • You are not interested in a moral or ‘principled’ approach to wealth management. Our clients typically understand and hold core moral and ethical values similar to ours and desire those values to be included in the management of their wealth.

Experienced with an array of corporate, non-profit and governemnt plans locally and nationwide: