There was a time when financial planning meant being handed a thick binder filled with reports and graphs and—somewhere in there—observations and recommendations.
For us, planning means embarking upon a dynamic, collaborative journey.
We can (and certainly will) generate plenty of reports and graphs, but we won’t simply hand them to you and smile. Our analytical tools are flexible and operate in real-time. We interact with them while talking with you to model different approaches to your plan.
Legal and fiduciary services offered through Robyn Smith Ellis PLC. Investment advice offered through Ellis Financial Group LLC, A Registered Investment Advisor in the Commonwealth of Virginia. Insurance products offered through Ellis Insurance Services LLC.