Financial Planning, Wealth Management, and Business Retirement Plans

Empowering your financial success with holistic planning for you and your business.

Financial planning for all aspects of your life

 Whether you are just starting out or preparing your exit strategy, you know the value in seeking expert help for the most important questions. We offer the full suite of financial advisory services for individuals and businesses.

Ellis Financial Solutions is the affiliated advisory arm of Ellis Bottom Line Bookkeeping. This means that in addition to our financial advisory services you also have access to our payroll, bookkeeping, and tax experts. We work seamlessly together to provide you with a best in class experience.

Our flexible offerings ensure you receive the services you need. From stand alone financial plans for individuals to creating and managing your business retirement plan, we have a service that will fit your needs. And, we pride ourselves on charging reasonable, transparent fees.

Financial Planning

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Financial Planning & Wealth Management

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Business Retirement Plans

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Contact us.

We look forward to hearing from you!