Ellis Financial Group | Our Philosophy

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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!

Our Team Philosophy

Our mission is to deliver a superior, objective, long-term, "client-first" advisory relationship. We aim to simplify your life by defining and helping you to achieve your financial goals. We believe you can gain confidence and mastery over your financial future.

We take our role as your advisors seriously with innovative and thoughtful planning. We provide the best possible services and solutions that help you discover what is needed to live your dreams. Your interests are our foremost priority.

Our Team Mission

INDEPENDENT

It's the kind of firm we are, and it's the kind of plan we create for each of our clients. Because your financial, personal, and future situation is different from anyone else's.

STEWARDSHIP

Our team is dedicated to the prudent stewardship of our client's wealth. We offer this through the delivery of high-quality financial planning ideas, sophisticated estate and asset preservation recommendations, with the potential for strong, risk-adjusted returns partnered with the highest level of personalized client service.

TAILORED

Like a big idea, a big financial life has many different angles and nearly limitless potential. Our team is careful to step back and take in everything about your life as it is in order to help you plan for all it can be.

SATISFACTION

We only work with clients if we can make a difference in their lives. We focus on our clients' total satisfaction. We look not only at the services we provide and the performance of the portfolios we construct, but at the lives our services enable our clients to lead.

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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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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