Jeff Elliott CFP®

I’m Jeff Elliott, CFP®. When you hire my firm, you work only with me—from the first discovery call to every portfolio tweak. I intentionally serve no more than fifty households, so you get the focus large firms reserve for their mega-clients. We start with your values, set clear goals, and build a practical plan for cash flow, taxes, investing, and retirement—delivered in plain English and powered by fee-only, fiduciary advice without commissions.