If you are looking for a Fee-Only financial planner, you have come to the right place!

Hello, my name is Bret Elliott.

I am a CERTIFIED FINANCIAL PLANNER® professional. This means I have met the rigorous education, examination, experience, and ethics requirements to identify myself as one.

I am independent of other firms. I work only for my clients.

I sell absolutely no products. I only offer insight, analysis, and advice.

I offer hourly rates.
So you pay only for the advice you need - - when you need it. I also offer retainer-based services and investment advisory services to those who need it.  Choose what’s best for you.

Initial consultations are free.

I recognize that everyone has financial needs. Thus, I am dedicated to providing competent, unbiased financial advice - - to all kinds of people - - as they best need it. As you will see, I am a different kind of planner. I think you will find my philosophies and vision to be both refreshing and compelling. Thank you for visiting.

Bret A. Elliott, C

CFP®, CERTIFIED FINANCIAL PLANNER®, and are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board’s initial and ongoing certification requirements.

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