Elion Financial, LLC

Overview

Elion Financial, LLC is an independent, limited liability registered investment adviser that serves individual and family clients with financial planning and portfolio management for individuals and small businesses. The firm operates on a fixed-fee basis and is owned by an individual principal. Its practice appears focused on direct client relationships rather than institutional or pension work; it is not a multi-state adviser and does not describe itself as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices