Legal and fiduciary services are offered through Robyn Smith Ellis PLC.
Investment services are offered through Ellis Financial Group LLC, a Registered Investment Advisor in the state of Virginia.
Insurance products are offered through Ellis Insurance Services LLC and individually licensed and appointed agents.
Ellis Financial Group LLC may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements.
This website and information are provided for guidance and information purposes only and do not constitute legal, tax, investment or financial planning advice. Each legal case if different, and no attorney-client relationship exists or is implied. Investments involve risk and unless otherwise stated, are not guaranteed. Be sure to first consult with an attorney, a qualified financial adviser, or a tax professional before implementing any strategy.
This web site is limited to the dissemination of general information pertaining to advisory services, together with access to additional investment-related information, publications, and links. Accordingly, the publication of Ellis Financial Group LLC’s web site on the Internet should not be construed by any consumer and/or prospective client as Ellis Financial Group LLC’s solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet. Any subsequent, direct communication by Ellis Financial Group LLC with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides.
For information pertaining to the registration status of Ellis Financial Group LLC, please contact the state securities regulators for those states in which Ellis Financial Group LLC maintains a registration filing. A copy of Ellis Financial Group LLC’s current written disclosure statement discussing Ellis Financial Group LLC’s business operations, services, and fees is available at the SEC’s investment adviser public information website (www.adviserinfo.sec.gov) or from Ellis Financial Group LLC upon written request.
Ellis Financial Group LLC does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to Ellis Financial Group LLC’s web site or incorporated herein, and takes no responsibility therefor. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.