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Ellis Investment Partners LLC

Financial planner in Berwyn, PA (show on map)

Ellis Investment Partners, LLC (EIP) is a Registered Investment Adviser providing investment management and financial planning services to individuals, trusts, estates, charities, small businesses, and institutional accounts.

Call (484) 320-6300
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Ellis Investment Partners LLC website

About

Ellis Investment Partners, LLC (EIP, LLC) is a Registered Investment Adviser which provides investment management and financial planning services. Named after Ellis Island, the firm is comprised of professionals with significant years of experience within the financial services industry where many of the team members have been together for 10 to 20+ years.

EIP, LLC registered with the U.S. Securities and Exchange Commission in 2012 as a result of overwhelming support from colleagues and clients to move forward as an independent entity, staying true to the firm's business philosophy. Their mission focuses on Integrity, Family and Quality of Life.

Registered Investment Adviser since 2012
Privately held company with no shareholder conflicts
Fiduciary commitment to clients
Team members together for 10 to 20+ years
Focus on basics of investing rather than 'unique' marketing strategies

Services

Investment Management

Professional investment management services for individuals, institutions, and businesses.

Portfolio management Asset allocation Investment strategy

Financial Planning

Comprehensive financial planning to help clients achieve their financial goals and objectives.

Goal setting Budget planning Retirement planning

Credentials & Certifications

Registered Investment Adviser
Since 2012
SEC registered
Since 2012

Contact Ellis Investment Partners LLC

Ellis Investment Partners LLC
Category
Financial planner
Wheelchair Accessible
Call (484) 320-6300

Opening Hours

Sunday
Closed
Monday
9 am–5 pm
Tuesday
9 am–5 pm
Wednesday
9 am–5 pm
Thursday
9 am–5 pm
Friday
9 am–5 pm
Saturday
Closed

Location

Location of Ellis Investment Partners LLC, 920 Cassatt Road 200, Park #115, Berwyn, PA 19312 · View on Google Maps

Screenshot Gallery

Get in Touch

Ready to work with Ellis Investment Partners LLC?

Reach out today to schedule a consultation.

(484) 320-6300

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