Tyler Elliott (CFP®, JD)

Tyler Elliott focuses in the
following client markets or areas of practice:

Fixed Fee (Subscription, Retainer, etc.)

Generation X

Investment Advice with Ongoing Management

Millennials

Retirement Plan Investment Advice

Socially Responsible Investments

Planning Specialties

Services provided include:

Comprehensive Financial Life Planning, Investment Advisory Services, and Socially Responsible Investing via an annual retainer fee paid monthly

Additional Information

I am a former attorney and a proud fiduciary to my clients. I work with young professionals who have an idea of where they want to go in life, but would like to develop a clearer path for getting there. They typically have strong personal interests outside of work, and would like to strike an appropriate balance between vital recreation and long-term saving strategies. Their goals are more unique than "retirement" or "college planning" such as, how do we travel internationally every year without compromising our long-term plan? As an avid skiier and as someone who has traveled to 32 countries in my 44 years, I love helping clients answer these types of questions.

When meeting with people for the first time, the question I get more than any other is why did you give up a career as an attorney to become a financial planner? Practicing bankruptcy law exposed me to the countless stories of clients who had enjoyed success early in their career only to experience financial hardship as they neared retirement age. As I began to recognize the patterns of poor planning, I realized that I could have a more positive impact working with young people as they make key decisions about how to save and invest. As a proactive planner, I now get to watch clients build their ideal life while helping to increase their probability of sustained success.