Advisory Services offered through Investor's Fiduciary Advisor Network, LLC (Form CRS)
Timeless Financial Wisdom, Modern Strategies
At Ellis Wealth Planning, we provide personalized financial guidance that helps individuals and families across the U.S. navigate their financial journeys—illuminating the path forward with clarity, confidence, and purpose.
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PERSONALIZED FINANCIAL PLANNING FOR EVERY STAGE OF LIFE
Your financial journey is unique. Our strategies are tailored to your individual story, goals, and values.
Our mission is simple: to guide you toward long-term financial success with tailored service, education, and strategies made just for you.
As a boutique wealth management firm, we offer comprehensive, customized strategies that go beyond numbers—we focus on your objectives, values, and long-term vision. From wealth accumulation to legacy planning, we are dedicated to guiding you with expert advice and ongoing support.
Time-tested principles and innovative solutions.
At Ellis Wealth Planning, we provide more than just financial advice—we offer a comprehensive partnership that adapts to your needs over time. Here’s how we’re different:
Personalized Attention
We take the time to understand your unique financial situation, goals, and values, crafting strategies that are as individual as you are.
Empowerment Through Education
We believe in empowering our clients with knowledge. You’ll understand the ‘why’ behind every decision, ensuring you feel confident and informed at every step.
Timeless Wisdom, Modern Solutions
By combining proven financial principles with forward-thinking strategies, we help you navigate today’s complex financial landscape.
Holistic, Long-Term Approach
From wealth accumulation to retirement planning and legacy creation, we provide guidance through every financial stage, ensuring your plan evolves with you.
A proven process to build, grow, and protect your wealth at every stage.
We follow a personalized, step-by-step process designed to simplify even the most complex financial situations. Here’s how we work together to achieve your goals:
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We start by getting to know you—your financial situation, goals, values, and any concerns. This initial conversation sets the foundation for a plan tailored specifically to you.
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Using a holistic approach, we analyze your financial landscape and design a plan that aligns with your current needs and long-term aspirations. From investments to retirement and legacy planning, we address every aspect of your financial life.
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We believe in empowering our clients with the knowledge they need to fully understand their options and the potential impact of each choice. By providing clear insights, we help you make informed decisions with confidence.
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A financial plan reflects a moment in time, but life, financial markets, and economic conditions are constantly evolving. To stay on track, your plan must adapt to these changes. We offer ongoing monitoring and support, helping you make necessary adjustments to keep your financial future secure.
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It’s about thoughtfully crafting every part of your financial journey.
With education, personalized planning, and a steadfast commitment to our clients' best interests, we turn complex financial landscapes into clear, actionable strategies. Guided by Deborah W. Ellis, CFP®, MBA, CRPC®—a seasoned financial planner, investor, author, and speaker—we aim to empower clients with the knowledge and confidence to make informed decisions. Deborah’s passion lies in helping individuals truly understand their investments so they can build lasting legacies and pursue their most meaningful life goals with clarity and confidence.
Our Story →
LET’S START A CONVERSATION
Ready to Take Control of Your Financial Future?
Whether you’re looking to grow your wealth, prepare for retirement, or create a lasting legacy, we’ll guide you every step of the way.
Schedule a consultation today to discuss your unique financial needs and explore how we can work together.
Our Services
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Our Services
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Our Services
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Our Services · Our Services · Our Services ·
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Wealth Accumulation and Growth
For clients in the earlier stages of their financial journey, who are focused on growing and managing their wealth.
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Retirement and Income Planning
Tailored to clients who are either approaching retirement or already in retirement, with a focus on maintaining income, managing assets, and supporting you in making informed choices that align with the lifestyle you want in the later stages of life.
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Legacy and Wealth Transfer
For clients looking to transfer their wealth effectively and create a lasting legacy for their families or charitable causes.
ARTICLES FOR FINANCIAL INSIGHTS
The Journal
Stay informed and empowered with expert insights, tips, and strategies designed to help you navigate your financial path. Our blog covers a range of topics, from investment strategies to retirement planning and everything in between.
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