Ellis James Financial is an independent, fee-only registered investment advisor (RIA) firm based in San Diego, California. The company specializes in providing personalized wealth management, financial planning, and investment management services to individuals, families, and business owners. Their mission is to offer objective, transparent, and fiduciary advice to help clients achieve their long-term financial goals, with a focus on areas like retirement planning, estate planning, and tax optimization.

Founded in

United Kingdom