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Our Team

James Elios | Wealth Advisor | Elios Financial Group

James Elios MBA, ChFC®, CLU®, AIF®

Founder & CEO | Wealth Advisor

Brandon | Senior Wealth Advisor | Elios Financial Group

Brandon Steinhagen CFP®, ChFC®, CRPC®

Partner | Senior Wealth Advisor

Colleen | Client Services Associate | Elios Financial Group

A Tool for Investment Strategy

Nitrogen is a cutting edge technology that helps you determine which levels of risk and reward work for you. Using this tool, we can better align your portfolio with your vision and help you clarify long-term goals for the future.

What's Your Risk Number?

What You Need to Know

Receive market updates, team news, and important information.

Enlightening you through financial education is one of our top priorities.

Location

30700 Center Ridge Road
Westlake OH 44145

Contact Info

Phone: (440) 617-9100
Email: jim@eliosfinancial.com

Check the background of your financial professional on FINRA's BrokerCheck.

We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information.

Advisory services offered through Elios Financial Group Inc. A Securities Exchange Commission Registered Investment Advisor. Securities offered by Registered Representatives through Private Client Services, member FINRA/SIPC. Elios Financial Group, Inc. and Private Client Services are unaffiliated entities.

Client Relationship Summary (CRS Disclosure)

Elios Financial Group Form ADV Part 2A