David W. Ellis, CFP<sup>&reg;</sup> - Financial Advisor

David W. Ellis, CFP®

AIF®

Principal

VESTED PARTNERS: A Multi-Family Office

300 E. 2nd Street, P.O. Box 808
Salem, VA 24153
FINANCIAL ADVISOR'S WEBSITE
(888) 330-8230
+1 More Number
(540) 389-6060
CONNECT WITH David
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General

David Ellis is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at VESTED PARTNERS: A Multi-Family Office in Salem, VA and the surrounding communities.

Financial Advisor Overview

Ellis Financial Group offers private wealth management services to successful clients primarily in western Virginia. Our goal is to build long-lasting relationships with clients who want to achieve financial independence with professional help. Our approach to wealth management emphasizes extraordinary levels of client support, flexible strategies that adapt to volatile markets, and the delegation of details to your personal team of experts. Our clients are hardworking forward thinkers with busy lives. We help them simplify and organize their finances so that they can get back to building successful businesses, spending time with their families, and enjoying the lifestyles they have built for themselves.

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Financial Advisor Experience

Because the majority of our clients are physicians, attorneys, and business owners with similar concerns, we are in an ideal position to meet their needs. When you choose Ellis Financial Group, you benefit from obtaining comprehensive advice from a team of highly qualified professionals who have successfully managed assets through some of the most difficult times in history. As a team, we have over 40 years of combined asset management experience.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Insurance Licenses

  • Life insurance
  • Health/disability insurance

Broker-Dealer Affiliation

None/NA

Broker-Dealer Disclaimer

Investment advisory services offered through ELLIS FINANCIAL GROUP LLC, a Registered Investment Advisor in the state of Virginia. Insurance products offered through ELLIS INSURANCE SERVICES LLC.


Financial Advisor's Specialties

Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Annuities, Asset Allocation, Career Change, Estate Planning, Investment Management, Getting Divorced, Irregular Income, Mutual Funds, Insurance, Life Planning, Retirement, Stocks & Bonds, Long-term Care, Succession Planning, Sudden Wealth, Nontraditional Households, Special Needs

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Helpful Financial Planning Resources