Working with a Fiduciary Focus

Unlike a large wire house firm, an independent advisor has the freedom to allocate their client's portfolios how they see most fit without any pressure to choose proprietary funds or products. This allows the team at Ellis Financial Group to make objective decisions when it comes to investment choices.

As licensed CERTIFIED FINANCIAL PLANNER™ professionals, the advisors at Ellis Financial Group have met extensive training and experience requirements, and have committed to the CERTIFIED FINANCIAL PLANNER™ Board's ethical standards that requires them to always put their clients' interests first.