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Paladin Research Report For:

James Elios

Elios Financial Group, Inc.

AIF®ChFC®CLU®
30700 Center Ridge Road
Westlake, OH 44145
440-617-9100
Visit Website
http://www.eliosfinancial.com

About James Elios

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 ARE PASSIONATE ADVOCATES OF SMART MONEY MANAGEMENT.

MISSION:

ENVISION | ENLIGHTEN | ENRICH

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.

See Disclosures

General Information

Firm Start Year
  • 1996
No. of Employees
  • 5-9

Compliance

Qualifications & Membership

Firm Information

Compensation and Fees

Education

MBA -
  • Baldwin Wallace University
    September 1989 -September 1991
BSBA -
  • Bowling Green State University
    August 1984 -May 1988
MBA -
  • Baldwin Wallace University
    -
BSBA Finance and Marketing -
  • Bowling Green State University
    -
Advanced Personal Finance -
  • American College
    -

Disclosures

PaladinRegistry.com provides referrals to financial professionals. PaladinRegistry.com is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for PaladinRegistry.com to make these referrals, resulting in a conflict of interest.

http://www.eliosfinancial.com/

Additional Detailed Disclosures
https://www.paladinregistry.com/disclosure/1886553/paladinregistry-Elios-Financial-Group,-Inc.-detailed-disclosure.html

Disclaimer

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

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Connect with us

  • Office Address
    12150 Monument Drive, Suite 700
    Fairfax, VA, 22033
  • Telephones
    Tel: 703-651-2060
    Fax: 703-259-4487
  • Social Networks

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