A complete list of active advisors currently associated with Ella Financial Advising

Warmer can help you find a great advisor at Ella Financial Advising or one who fits your needs even better.

Ella Financial Advising works with individual and high‑net‑worth clients to provide tailored investment management, ongoing comprehensive financial planning, project‑based and hourly planning, retirement account advice, and bespoke financial consulting. The firm manages assets held at qualified custodians and can advise on “held‑away” retirement and other accounts through a third‑party linkage service (Pontera), and it makes a third‑party cash management option (Flourish Cash) available to clients. The firm’s analysis framework emphasizes charting (price and volume analysis) while its portfolio construction is largely passive and asset‑class driven, relying on index funds and SRI mutual funds and ETFs, with selective use of individual stocks, bonds, community investment CDs, alternative investments and tactical adjustments. Client investment policy statements drive individualized allocation and restrictions, and portfolios are monitored and rebalanced periodically, including held‑away assets aggregated via third‑party software. Several operational features distinguish the firm from many peers: it recently transitioned to SEC registration, it counts held‑away assets managed through Pontera toward total AUM, and it offers access to an external cash management program with enhanced FDIC coverage. The firm also discloses that the principal maintains a separate role in a family office (on a portion of her time) and offers high‑touch consulting engagements that differ from more typical retail advisory offerings.

To learn more about the advisors currently working at Ella Financial Advising, 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.