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At Elliott & Associates Wealth Advisors, Inc. our mission is to deliver Comprehensive Wealth Management to a select group of clients, one family at a time, always keeping the client's best interest as our central focus with customized solutions based on a written financial plan. By serving our clients well, we will also succeed. We believe our clients are entitled to the professional and personal advice of an Investment Advisor Representative whose advice and style of doing business are compatible with their own.
We like to begin each relationship with a personal financial plan designed to identify long-term goals, as well as a strategy for implementing their plan. You will work directly with a CERTIFIED FINANCIAL PLANNER™ practitioner to develop your personal plan. We believe it is important to inform our clients of the costs and benefits of working with a professional investment advisor.
Through all the markets ups and downs, we strive to provide quality service and quality financial advice with integrity to help our clients reach their financial goals.