James Elios
He has more than 26 years experience in the Financial Services industry, including retail banking with National City Bank, Cleveland, as financial planner with Lincoln Financial Advisors, as well as founder of Elios Financial Group, in 2000.
Jim is a frequent public speaker on financial planning issues, the economy and financial markets, providing workshops for companies, government, non-profits and charity organizations including the Social Security Administration, Lincoln Electric, AT&T, and Fairview Hospital/Cleveland Clinic. He has contributed as a columnist for the Plain Dealer "Ask the Expert" feature column. Jim has made many local Cleveland media appearances including television on Action Channel 19 News and radio on The Lannigan Show 105.7 WMJI. He completed a due diligence trip to Asia, including Singapore, Hong Kong, and China, where he gave a lecture to students at Zhejing University City College in Hangzhou, China.
Jim resides in Avon Lake with his wife and their 3 children and is a lifelong resident of Cleveland and a graduate of North Olmsted High School.
WE ARE PASSIONATE ADVOCATES OF SMART MONEY MANAGEMENT.
MISSION:
ENVISION | ENLIGHTEN | ENRICH
We build long-term relationships by helping clients Envision their dreams, Enlighten them to make informed financial decisions through education, and provide service which ultimately Enriches their lives.
VALUE PROPOSITION We provide highly personal and customized service with the ability to analyze complex situations and offer sophisticated solutions and advice on an objective, mutual beneficial and professional manner.
1996
5-9 Employees
Private Client Services, Inc.
Charles Schwab, Fidelity
OH, CA, FL, IL, IN, NC, NJ, NY, TX, WV
Avon, Avon Lake, Berea, Brecksville, Broadview Heights, Columbia Station, Elyria, Grafton, Independence, Lakewood, Lorain, Medina, North Ridgeville, Rocky River, Sheffield Lake, Strongsville, ALL
25
Elios Financial Group, Inc. - Nov. 1998- Present LPL Financial 1998- Present Lincoln Financial Advisors - 1996-1998 Minnesota Mutual = 1991-1995 National City Bank 1988-1991
Individual Investors
Financial Planning for Businesses, Tax Advice and Services, Financial Planning for Individuals, Financial Advice & Consulting, Investment Advice & Management, Estate Planning & Trusts, Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Education Funding and Planning, Risk Management, Money Management
Annuity, Health, Life, Variable Life, Long Term Care, Variable Annuity
Society of Financial Services Professionals
Alternative Investments, Exchange Traded Funds (ETFs), Insurance, Annuities, Stocks, Bonds, REIT'S, Mutual Funds, Socially Responsible Investments (SRI)
Phone, Email, Your Office, Our Office, Video Conference
Fee-Only
500,000
Based on Assets, Hourly, Flat Fee
1%
250
$200
Complimentary Second Opinion on your Investments and Taxes.
250
200
200
250,000,000
125
125
125
250,000,000
Yes
Do you have a customer satisfaction or refund policy?
Why should I choose you as my financial advisor?
What are your qualifications? What is your education background?
How do you charge for your services?
How are you compensated? How will I pay for your services?
WiserAdvisor provides referrals to financial professionals. WiserAdvisor is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for WiserAdvisor to make these referrals, resulting in a conflict of interest.
http://www.eliosfinancial.com/
Additional Detailed Disclosures
Advisory services offered through Elios Financial Group Inc. A Securities Exchange Commission Registered Investment Advisor (RIA). Securities offered through Private Client Services, member FINRA/SIPC. Elios Financial Group, Inc. and Private Client Services are unaffiliated entities.
Five Star Professional conducts market- specific research throughout the U.S. and Canada to identify service professionals who provide quality services to their clients. Five Star Professional joins forces with city and regional magazines to make the research results available to consumers in more than 45 markets across the United States and now Canada. Five Professional was founded in 2003 and is based in Minneapolis. It is the largest and most widely published wealth manager award program in North America. For more information, go to: www.fivestarprofessional.com.
