Elios Financial Group
Overview
Elios Financial Group, founded in 2002, is a financial planning and investment management firm based in Westlake, Ohio. The firm specializes in serving pre-retirees and retirees, offering customized financial plans and investment portfolios to help clients achieve their financial goals. As an independent, fee-based Registered Investment Advisor (RIA), Elios Financial Group provides objective and transparent financial advice, utilizing the latest technology to create personalized strategies. The firm's mission is to build long-term relationships by helping clients envision their dreams, enlighten them to make informed financial decisions through education, and enrich their lives with comprehensive financial services. With a focus on pre-retirees and retirees, Elios Financial Group offers a range of services, including retirement planning, wealth management, and investment management, all tailored to meet the unique needs of each client. The firm emphasizes a fiduciary duty to act in the best interests of its clients, ensuring that all advice and recommendations are made with the utmost integrity and professionalism. By combining sophisticated financial strategies with a personal touch, Elios Financial Group aims to empower clients to achieve financial independence and security in their retirement years.
Investment Focus
- Minimum investable assets of $500,000
- Net worth exceeding $1,000,000
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Frequently asked questions about Elios Financial Group
What sectors does Elios Financial Group invest in?
Elios Financial Group invests in Financial Services, Asset Management, Investment Firms and Securities Brokers & Traders, and is based in Ohio, United States. Elios Financial Group is listed as a private investment firm in the ConnectSafely investor database.
What stage does Elios Financial Group invest at?
Elios Financial Group backs companies at Pre-Seed, Seed, Early Stage, Series A, Series B and Growth, writing cheques of 500K - 10M.
Which regions does Elios Financial Group invest in?
Elios Financial Group invests across United States.
Last updated · Source: ConnectSafely investor database
