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ELA Financial Celebrates 40 Years

ELA Financial Celebrates 40 Years

We are so grateful for the clients that have entrusted us with their financial futures throughout the years. Thank you for the privilege of being invited into your lives. 

Tom, Trish and Ryan share their thoughts and feelings on the last 40 years of growth and success in the financial business in our featured 40th Anniversary video on our YouTube channel.

Click the box below to watch.

Enjoy Our 40th Anniversary Video

Schedule a Review of Your Portfolio 

For Existing clients

Schedule time with your financial advisor to discuss your current portfolio. This can also be a designated meeting to work together, updating your financial roadmap with any new life events or goals that require attention. New job? New baby? Relative passed away? Buying or selling a home? It is very important to us that we keep in touch and stay up-to-date on life's ebb and flow. 

Schedule Your Review

Schedule a Complimentary Consultation


Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of our success.

Schedule your Consultation
Thomas H. Ela, CLU, ChFC

Thomas H. Ela, CLU, ChFC

President, Registered Principal

About Tom
Ryan J. Marshall, CFP, AIF

Ryan J. Marshall, CFP, AIF

Partner

About Ryan
Patricia L. Ela, CES

Patricia L. Ela, CES

Partner, Chief of Operations & Client Services

About Trish
The ELA Financial Team

The ELA Financial Team

Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.

Our passion is listening to our clients to determine their goals and aspirations, financial and personal, and guiding them with the tools and advice to work toward those goals through all stages of their lives.  Each member of our team is committed to providing the highest level of care and customer service.  We are humbled to be invited into our client’s lives.

Learn About Our Team

Take A Tour of Our Office

What We Do

Financial<br />Planning

Financial
Planning

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Investment<br />Management<br /><br />

Investment
Management

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Retirement<br />Planning

Retirement
Planning

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Estate<br />Settlement

Estate
Settlement

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Who We Serve

Individuals & Families


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Young Professionals


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Women

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Business Owners

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Those in Life Transition


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<span>Fiduciary Standard</span>

Fiduciary Standard

Thomas Ela, Ryan Marshall and Patricia Ela, the partners of Ela Financial Group, Inc., provide services to our clients that are held to a Fiduciary Standard, which always puts the client’s best interest first. As a Fiduciary, we are required to act with unequivocal loyalty to our clients by being transparent about services, compensation and potential conflicts of interest.

As an Investment Advisor Representative, (IAR), we are held to the Fiduciary Standard by federal law.  As such, we are legally bound to act exclusively in our client’s best interest in every aspect of our business, from our service, to investment philosophy to compensation.

We participate in additional continuing education to assure that our duty as a fiduciary is understood and implemented in all we do.