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About EFG

About the Name and Logo

E • li • os \ˈē-lē-ōs\

— Derived from the word Helios, the god of the sun in Greek mythology. Named after Thomas Eliopoulos, Jim Elios' father, of Greece who shortened the family name to Elios in 1957 when he immigrated from Greece and proudly became a United States citizen. The Greek word for the sun is literally "Elios" -thus, the sun is incorporated in the Elios Financial Group logo.

About Us

Elios Financial Group, founded in 2002, is a financial planning and investment management firm (wealth management) dedicated to serving the unique needs of pre-retirees and retirees in the evaluation, analysis and implementation of a well-conceived financial, retirement and investment plan. We use the latest of technology to create customized financial plans and investment portfolios to help clients pursue their financial goals. We are unconstrained in independence and flexibility in offering financial advice and investment management services.

We serve clients who have accumulated a minimum of $500,000 investable assets and generally net worth exceeding $1,000,000+

We are passionate advocates of smart money management.©



We build long-term relationships by helping clients Envision their dreams, Enlighten them to make informed financial decisions through education, and provide service which ultimately Enriches their lives.

Value Proposition

We provide highly personal and customized service with the ability to analyze complex situations and offer sophisticated solutions and advice on an objective, mutual beneficial and professional manner.

The Elios Financial Group Team