BSBA

James Elios - Financial Advisor in Westlake, OH | WiserAdvisor.com

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.

Elios Financial Group, Inc.

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