wiseradvisor

James Elios, ChFC®, CLU®, ChFC®, CFP®
Elios Financial Group, Inc.

Tel: 440-617-9100
30700 Center Ridge Road
Westlake, OH 44145

ENVISION ENLIGHTEN ENRICH

Elios Financial Group, Inc. | Financial Advisor in Westlake ,OH

About Elios Financial Group, Inc.

Elios Financial Group, founded in 2002, is a financial planning and investment management firm (wealth management) dedicated to serving the unique needs of pre-retirees and retirees in the evaluation, analysis and implementation of a well-conceived financial, retirement and investment plan. We use the latest of technology to create customized financial plans and investment portfolios to help clients pursue their financial goals. We are unconstrained in independence and flexibility in offering financial advice and investment management services.

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.


General Information

Firm Start Year:   1996
No.of Employees:   5-9
Gender:   Male
Name of Broker/Dealer:   Private Client Services, Inc.
Name of Custodial Firm:   TD Ameritrade Instuttional
States Licensed in:   OH, CA, FL, IL, IN, NC, NJ, NY, TX, WV
Number of Years with Current Firm:   20
Work Experience:   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
I work with the following types of clients:   Businesses, Individual Investors


Services

Investment Types:   Insurance, Annuities, Mutual Funds, Exchange Traded Funds (ETFs), Alternative Investments, Bonds, REIT'S, Stocks, Socially Responsible Investments (SRI)
I can meet clients in the following ways:   Our Offices, Video Conference, At my office, At your office, Via Phone, Via Email


Qualifications & Memberships

Insurance and Annuity Licenses:   Annuity, Health, Life, Long Term Care, Variable Annuity, Variable Life
Financial Organization Memberships:   Society of Financial Services Professionals


Firm Information

Firm's Number of Clients:   200
Firm's Number of Planning Clients:   100
Firm's Number of Managed Clients:   200
Assets Managed by Firm:   135,000,000
Advisor's Number of Clients:   125
Advisor's Number of Managed Clients:   100
Advisor's Number of Planning Clients:   100
Assets Managed by Advisor:   135,000,000


Compliance

Registered Investment Advisor:   Yes
Registered Representative:   Yes
Investment Advisor Representative:   Yes
I am an acknowledged fiduciary:   Yes
Compliance Disclosures in Last 5 years:   I have a clean record
Criminal Disclosures in Last 5 years:   I have a clean record


Compensation and Fees

Fee Structure:   Fee-Based
Minimum Portfolio Size for New Managed Accounts:   $250,000
Compensation Methods:   Flat Fee, Hourly, Based on Assets
Fee % Based on Assets:   1%
Hourly Rate:   $200
Flat Fee Rate:   $200
Additional Details on Charges:   Complimentary Second Opinion on portfolios.


Education

MBA  Baldwin Wallace University - Cleveland, Ohio
September 1989 -September 1991

BSBA  Bowling Green State University - Bowling Green, Ohio
August 1984-May 1988



Faqs

  • Do you have a customer satisfaction or refund policy? We expect to deliver 100% satisfaction to our clients. For financial planning, we would waive any fee if a client is not fully satisfied.
  • Why should I choose you as my financial advisor? MBA in Business BSBA in Marketing and Finance CHFC Chartered Financial Consultant Registered Represenatative Registered Principal CHFC- Chartered Financial Consultant CLU - Chartered Life Underwriter
  • What are your qualifications? What is your education background? We use a 'holistic' approach to planning that incorporates cash flows, net worth balance sheets, investments, insurance, and taxes as well as including family goals and objectives. We spend a great deal on the 'diagnosis' before we make a recommended 'prescription'
  • How do you charge for your services? Comprehensive financial planning including investment analysis, retirement income planning, risk management and estate planning. Portfolio investment management.
  • How are you compensated? How will I pay for your services? 100+
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Disclaimer

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.

James Elios

James Elios

ChFC®, CLU®, ChFC®, CFP®

He graduated from Bowling Green State University with a Bachelor of Science in Business Administration (BSBA) with a concentration in marketing and finance. He obtained an MBA from Baldwin Wallace University. He has also obtained the designations Chartered Financial Consultant® (ChFC®) and Charter Life Underwriter (CLU®) from The American College in Bryn Mawr, PA. He is a licensed securities professional through FINRA, holding the Series 7 24, 63 as well as a licensed insurance agent through the Ohio Department of securities.

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.

Office Hours

wiseradvisor-balck-li-img Mon. 8:30 AM - 6:00 PM
wiseradvisor-balck-li-img Tue. 8:30 AM - 6:00 PM
wiseradvisor-balck-li-img Wed. 8:30 AM - 6:00 PM
wiseradvisor-balck-li-img Thu. 8:30 AM - 6:00 PM
wiseradvisor-balck-li-img Fri. 8:30 AM - 6:00 PM

Communities Served

Avon Avon Lake
Berea Brecksville
Broadview Heights Columbia Station
Elyria Grafton
Independence Lakewood
Lorain Medina
North Ridgeville Rocky River
Sheffield Lake Strongsville
ALL

Compensation Arrangements

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Awards & Recognitions

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.

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