A complete list of active advisors currently associated with Eley-Graham-Austgen Financial Advisory Services

Warmer can help you find a great advisor at Eley-Graham-Austgen Financial Advisory Services or one who fits your needs even better.

Eley‑Graham‑Austgen Financial Advisory Services provides comprehensive financial planning to individual and high‑net‑worth clients, addressing retirement, tax, estate, and education objectives and offering ongoing semi‑annual reviews of plans. The firm does not manage client investment accounts on a discretionary basis and reported no assets under management as of December 31, 2025. Advisory work emphasizes asset‑allocation recommendations and scenario analysis rather than specific security selection, employing tools such as Morningstar asset‑allocation modeling and Monte Carlo simulations to assess retirement probabilities and plan robustness. Financial plans typically include net‑worth, retirement, disability and survivor analyses and may extend to non‑security matters like insurance, real estate, and estate‑planning structures, with recommendations tailored to each client’s risk tolerance and liquidity needs. Compared with many investment‑manager peers, the firm uses hourly billing for certain services and does not rely on percentage‑of‑assets‑under‑management fees, favoring fixed and hourly planning arrangements. Its advisors also maintain broker‑dealer and third‑party adviser affiliations and may receive commissions or shared advisory fees when clients implement recommendations, a potential conflict of interest the firm discloses.

To learn more about the advisors currently working at Eley-Graham-Austgen Financial Advisory Services, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.