Resources

-In the Media

-Form ADV Part 2A and Part 2B

-Privacy Policy

-Educational Documents

In the Media

TitlePublicationFile TypeView
Individual Client Focus – Key to Sound Financial Planning - July '18Download
Money Matters TV - 2016 - Derek Lemke - RetirementView
Top 50 Fastest - Growing Firms - July '14Download
Guiding Investors in a New Financial World - February '14Download

Ellis Form ADV Part 2A
&
Individual Advisor’s Form ADV Part 2B Brochure

NameFile TypeDownload/View
Form ADV Part 2ADownload
David Y. Sun, CFA®Download
Daniel J. Kelley, CFS®, CSA®Download
Woodward T. Odiorne, CLU®, ChFC®Download
Jennifer A. Garrett, CFA®Download
Jonathan D. Smith, CFP®, MSTFDownload
Ross B. Muldoon, CFP®Download
Evan Avgerinos, CBC, CFS®Download
Don Avgerinos, CBC, CEP®, RICP®, CFS®, NSSA®Download
Michael A. Newman, M.B.A., ChFC®, CLU®Download
Samuel M. Carpin, CFS®Download
Derek A. Lemke, CFP®Download
Robert F. Habig II, MBADownload
Christian Grude, ChFC®Download
Robin SunDownload
Michelle SianoDownload
Nicholas Sun, CFS®Download
Anthony CivitelloDownload

Educational Pamphlets

NameFile TypeDownload/View
Impact of Dividend Reinvestment on Cost BasisDownload
Sequence Risk: With and Without WithdrawalsDownload
Time Weighted Rate of Return AnomalyDownload

Privacy Policy

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