A complete list of active advisors currently associated with Elion Financial, LLC

Warmer can help you find a great advisor at Elion Financial, LLC or one who fits your needs even better.

Elion Financial, LLC serves individual and high‑net‑worth clients with ongoing portfolio management and financial planning, and offers a combined comprehensive service that integrates planning with discretionary investment management. The firm also makes available an online, advisor‑supported option through the Zoe Financial platform to provide an automated/back‑office solution for smaller or technology‑oriented accounts. Elion Financial documents client goals and constraints in an Investment Policy Statement and generally manages accounts on a discretionary basis, employing fundamental, quantitative, technical and modern‑portfolio‑theory methods across both long‑ and short‑term strategies. Accounts are monitored regularly and clients receive custodian account statements and periodic reports; financial planning engagements are delivered as one‑time plans unless an ongoing arrangement is agreed. Compared with many solo independent advisers, Elion Financial’s practice is relatively concentrated and notable for its use of an outside wrap/platform arrangement (Zoe) and for receiving solicitor referrals through that platform, disclosures the firm identifies as potential conflicts of interest. The firm also requires custody at a specified institutional provider, uses standing letters of authorization for transfers, and does not aggregate trades for multiple client accounts — operational choices that distinguish it from many peers.

To learn more about the advisors currently working at Elion Financial, LLC, 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.