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