Financial guidance to honor your life story.

For the life you’ve lived and the future you desire.

At Ellis Financial Advisory, we believe financial advice should honor the full story of your life. Your work, sacrifices, family, and hopes for what comes next all deserve careful attention.

Led by Jason Ellis, a financial advisor with over 25 years of experience, we help people who seek more than charts and projections. You want reassurance, understanding, and a steady presence when decisions feel heavy. Our guidance is built on collaboration, patience, and genuine care.

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Especially dedicated to people navigating financial transitions.

We serve individuals nearing or living in retirement, with a heart for guiding people through life’s transitions with greater financial confidence. Because we strive to provide concierge-level service, we work with a select number of clients to foster long-term relationships and personalized attention.

Thoughtful planning.
Coordinated guidance.
Clear direction.

From investment management and retirement income planning to tax strategies and estate planning coordination, our services work together to support your goals today and help protect the people and priorities that matter most. We’re here so you don’t have to figure it out alone.

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Experience shaped by perseverance and purpose.

Our approach to financial planning is shaped by life experiences, as well as valuable industry knowledge. Having overcome hardships, Jason understands that financial decisions often carry fear, uncertainty, and emotion. That understanding drives everything we do.

Someone who has your back.

Someone who has your back.

We want to be your advocate, educator, and skilled guide all in one. We take the time to explain, answer questions honestly, and provide reassurance during uncertain moments.

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