A complete list of active advisors currently associated with Elliker Financial

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

Elliker Financial is a fee‑only, independent adviser that provides wealth management, discretionary portfolio management, and comprehensive financial planning to high‑net‑worth individuals and small businesses. The firm also offers ongoing advice and monitoring for held‑away accounts such as employer‑sponsored plans and 529 accounts. The firm’s investment process emphasizes asset allocation grounded in Modern Portfolio Theory and uses a mix of fundamental, cyclical, and charting analyses to select a combination of passive and active funds, ETFs, and individual securities. It may incorporate socially responsible (ESG) strategies at a client’s request and conducts quarterly reviews while generally operating with discretionary trading authority. Noteworthy features include a deliberate focus on HNW clients — the brochure indicates the firm does not serve non‑HNW individual clients — and a small, recently established practice managing roughly $5.5 million for a limited number of relationships. The firm is operated by a single, credentialed principal with small‑business experience, provides financial plans at the client’s election, and requires clients to custody assets on its recommended institutional platform.

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