An Independent Financial Solutions Firm        download one page profile


  • celebrating more than three decades in the financial services industry
  • Independent investment advice every time all the time
  • customized comprehensive financial plans
  • specialty in serving executive level clients
  • advisors to corporate clients across the US
  • hands-on proactive management by company founder, Brett S. Ellen CFP®
  • coordinated inhouse support team
  • a committed culture of philanhthropic & community involvement
  • Financial Solutions Alliance - a network of best-in-class financial service providers cross-serving both individual & corporate clients locally, regionally and nationally

Our team of professionals truly care about making your dreams a reality. We do everything in our power to keep our clients focused on where they want to go, advise them on how to get there, and continually remind them of the importance of maintaining a disciplined approach.

Our company is based on the principle that education and understanding of one’s current financial situation is vital to successfully make prudent decisions concerning one’s future financial condition. If you have any questions about your current financial situation or wish to schedule an appointment, send us an email or give us a call at 818.264.4644.