ELLISFINANCIALGROUP
LET'S GET STARTED

an experienced firm

We've been around,

and we've seen some things.

When you choose ELLISFINANCIALGROUP, you benefit from comprehensive advice from a team of highly qualified professionals. We have worked with clients during some difficult times, and we have done so as a team.

about

David W. Ellis, CFP®, AIF®

David holds degrees from Virginia Tech and Virginia Commonwealth University and became a CERTIFIED FINANCIAL PLANNER™ in 2005. He specializes in comprehensive financial planning and the discretionary management of financial assets. David grew up in Salem, Virginia where he lives today with his wife, Robyn, and their three children.

Principal, Director of Wealth Management and Financial Planning

Robyn Smith Ellis, J.D.

Robyn is a graduate of the Marshall Wythe School of Law at William & Mary and University of Virginia. She consults with clients of ELLISFINANCIALGROUP to review existing estate and business plans and to design new ones. Robyn is also a native of Salem, Virginia. ELLISFINANCIALGROUP does not provide legal advice or draft legal documents. Legal services offered through ELLISLAWOFFICE.

Director of Business and Estate Planning

Donald B. Hanley, II, MBA, CFP®

Don received his MBA from Pepperdine University and became a CERTIFIED FINANCIAL PLANNER™ in 1996. Prior to becoming a financial advisor in 1986, he served as a Captain in the United States Marine Corps. Don cultivates new client relationships for ELLISFINANCIALGROUP when he isn't globe trotting and enjoying wine and music with his wife of many years, Lois.

Director of Business Development

Heather Boyd

Heather studied Human Services at New River Community College and is a former intern and volunteer with CASA of NRV CARES. Heather is originally from Christiansburg, Virginia but moved to Roanoke with her husband while he completed his nursing degree at Jefferson College of Health Sciences. They are now settled into the area and enjoy exploring the valley with family and friends.

Operations Manager

Stephanie Boger

Stephanie is a Salem, Virginia native and a graduate of Elon University where she studied Human Services.  She is mother to Alexis and Crayton, whom she describes as "spunky." Together, they enjoy taking walks with their dog, Georgie, and traveling the valley in an effort to discover the undiscovered.

Office Manager

Tammy Thomas

Tammy received her Bachelor's degree from Radford Unversty in 2001 and her Master's degree from Virginia Tech in 2006. She lives in Salem, Virginia with her husband and daughter and enjoys serving as a PTA volunteer and Girl Scout Cookie mom.

Administrative Assistant

what we do

We don't aspire to be all things to all people...

...but we are committed to providing exceptionally high levels of personal service to every single client. For that reason, we consider every new relationship very carefully and only engage with a new client when all parties agree that we're a fit and that ELLISFINANCIALGROUP can bring value over the many years to come.

services

planning

There was a time when financial planning meant being handed a thick binder filled with reports and graphs and--somewhere in there--observations and recommendations. For us, planning means embarking on a dynamic, collaborative journey. Circumstances change. Goals evolve. Priorities shift. Our approach to planning is fluid and adaptable, just like life.

investments

Markets are unpredictable, and we believe that navigating them requires a tactical approach that is objective and disciplined. We build customized portfolios for each client using proprietary investment strategies that are influenced by what the markets are doing--not what they should be doing. It's not magic, but it does require conviction. And that's our job.

insurance

It's fun to talk about growing wealth. Talking about protecting it from calamity? Not so much. We recognize the terrific importance of having that uncomfortable conversation, however, and are committed to helping our clients preserve the wealth that they have worked so hard to accumulate. Insurance products offered through ELLISINSURANCESERVICES LLC.

SELECTIVE FIRM      PERSONAL SERVICE

insights

for your perusal

Wanting to get a head start? These might help...

These are pieces that we think address some of the more common questions or concerns that our clients have as they get started with financial planning. We have also included some "white papers" on focused topics, as well as our most recent seasonal newsletter and our weekly commentary. Enjoy!

weekly commentary

secure access to your stuff

Don't obsess, but take a peak every now and again...

Log in to the INVESTMENT PORTAL to view portfolio positions, review performance and download statements. The PLANNING PORTAL is for reviewing your financial plan, running balance sheets and net worth statements, and managing your budget.

access

get in touch

Questions? Comments? We'd love to hear from you.

Conversations cost nothing. If you are committed to creating a roadmap to retirement and you want a partner who shares your conviction, then let's chat. If after talking we agree that working together makes sense, then...

 

 

LET'S GET STARTED!

contact

300 E. 2nd Street

Salem, VA 24153

888.330.8230

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find us

This content is developed from sources believed to be providing accurate information. The information on this site is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security. All information and ideas should be discussed in detail with your individual advisor prior to implementation. The presence of this web site shall in no way be construed or interpreted as a solicitation to sell or offer to sell investment advisory services to any residents of any State other than the State of Virginia or where otherwise legally permitted.