Ellis Financial Group

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WHO WE SERVE Retired or Contemplating Retirement Women Investors Employer Benefits Business Owners and Executives Successful Family and Individuals Your Team Marvin O. Ellis Sr., ChFc, CLU Marvin T. Ellis Jr. Heather Flannery Melissa Ellis Jolyn Ellis Raymond James WHY CHOOSE US Our Distinction Our Philosophy Our Process Our Client Guarantees Planning For Retirement Planning For Social Security Business Planning Services A Retirement Lifestyle Plan CLIENT CENTER Economic & Market Videos Educational Videos The American Taxpayer Relief ACT of 2012 - Highlights Coping with Volatility Putting Market Volatility in Perspective Understanding the Unique Challenges Faced by Women Newsletters "The Compass" - Our Newsletter Investment Quarterly Small Business Dimensions Successful Women Financial Journeys Raymond James Market Analysis Equity Commentary and Research Bond Commentary and Research Weekly Commentary by Dr. Scott Brown Weekly Technical Commentary by Art Huprich Economic Commentary Investment Strategy Professionally Speaking Energy Stat of the Week Equity Research Additional Research Areas Market Numbers Resources Glossary of Investment Terms Budget and Saving Money Tips Long-Term Care Shoppers Guide CAPTAIN'S LOG

LIFE WELL PLANNED!

Who We Serve

Our advisors goal is to create a warm yet professional environment in which you feel both confident about your financial future and at ease on an interpersonal basis. To that extent, it is important to spend time getting to know our clients; their dreams as well as their concerns. We want our clients to feel free to ask questions, any question; again and again if needs be.

It is important that our clients come away with the level of understanding they desire without feeling unduly burdened with extraneous facts and figures. Clients can feel reassured by such a personal relationship that fosters a comfortable yet informative environment.

Are you an accidental investor?

Having a plan to achieve your goals, such as retirement, is the key to your strategy. Your investments are the servant to that plan. Most individuals get this backwards; they invest and then work out a plan later. It is what we call accidental investing. Learn more about our planning process.

We have the privilege to serve a broad range of clients, from successful families and business owners to those nearing retirement or already in retirement. Their futures and their financial health are important to our team. Our 40 plus years of combined experience allow us to help them customize a plan that meets their specialized needs.

WHERE DO YOU FIT IN?

Retired or Contemplating Retirement

Planning for retirement is an important goal. We specialize in helping our clients develop realistic expectations, set attainable goals, manage their retirement assets and create retirement income planning strategies to help them achieve - and sustain - the retirement lifestyles they envision. Click to learn more.

Women investors

We work with many women who are responsible for managing their personal or family finances. During their lifetimes, women face significantly different financial challenges than men. Therefore an innovative approach to financial and retirement planning is essential to account for these distinctions. Learn more about today's challenges affecting women investors.

Employer Benefits

Running a business is challenging enough. We help lift the burden of managing employee benefits by providing fiduciary services for 401(k) and other retirement plans, health insurance, group disability, life and long-term care insurance. We provide a wide variety of choices and services. For business owners and their employees click to learn more.

Business Owners and Executives

We help business owners and executives fully utilize the tax deferred vehicles available to them through their businesses. We also help them structure sophisticated buy/sell agreements and understand the various corporate stock options and how to use key-man insurance. Click to learn more.

Successful families and individuals

We understand that success often involves complex responsibilities and circumstances. We have developed significant insight and have experience helping families create strategies that support their unique investment, legacy and estate planning goals. Click to learn more.

Discover the personalized approach that the Ellis Financial Group team can use to help you on the road to a Life Well Planned.

Give us a call:

Local: 801.295.7373
Toll Free: 888.995.7373
Email: contact us here

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Securities offered through RAYMOND JAMES FINANCIAL SERVICES, INC., member FINRA/SIPC.

Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability. You should discuss any tax or legal matters with the appropriate professional.
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