Service Snapshot

Ellis Wealth Advisors, LLC helps you articulate what you want out of life. Then we guide you in adopting a sensible investment strategy to pursue it, with investment portfolio management services based on your unique goals, objectives, time horizon and risk tolerance. Critical components include:

• -->Your Investment Policy Statement
• -->Our recommended investment strategy
• -->Your goals and risk tolerance reflected in recommended asset allocations
• -->Ongoing monitoring and adjustments as needed to remain on target

Let's Get Acquainted

We offer a complimentary "Get Acquainted" meeting to describe our services, and to see if our services are right for you.

But where can you turn for affordable, objective advice if your investment advisory needs are minimal or specialized? Investment Advisory may be the right fit for you.

For a competitive 0.25 percent annual fee on assets under advisement, we'll help you establish initial portfolio allocations that make sense for you, and touch base with you quarterly to assist you with assessing and managing your ongoing performance. By offering periodic, cost-effective guidance, we help position you to manage your personal investments with improved understanding. This is also an appropriate service for investments in 401K or 403B plans with limited investment choices. Under all of our services, an advisor will be available at all times to answer your questions or concerns regarding your portfolio.

Let's Get Acquainted

We offer a complimentary "Get Acquainted" meeting to describe our services, and to see if our services are right for you.

Comprehensive Financial Plans

Our comprehensive plans begin with an initial, no-obligation consultation. Should you decide to proceed, we gather key financial paperwork from you and explore your goals and objectives in more detail. Information-gathering is followed by careful analysis and continued strategizing. Finally, we present you with a comprehensive, written plan to guide you in achieving your financial goals through successful management of your assets, liabilities and income. Our comprehensive plans come in two flexible formats:

• Individual PlansFor a single individual and his or her dependents, typically 10-20 hours.
• Family PlansFor couples (including non-traditional relationships) and their dependents, typically 15-25 hours.

Let's Get Acquainted

We offer a complimentary "Get Acquainted" meeting to describe our services, and to see if our services are right for you.

Hourly Financial Advice

You may have one-off financial questions for which you would like professional advice. For this, we offer stand-alone, $200/hour verbal consultations to address particular issues.

• Example 1:My insurance agent has recommended an annuity called XYZ Guaranteed. What do you think?
• Example 2:I’m thinking about refinancing my home or taking out a home equity loan. What should I consider before I decide?
• Example 3: Should I convert some or all of my traditional IRA assets to a Roth IRA?

Let's Get Acquainted

We offer a complimentary "Get Acquainted" meeting to describe our services, and to see if our services are right for you.