Our Difference

What Makes Us Different?

Why ElderAdo Financial?

The ElderAdo Financial Advantage

How To Select An Advisor

In the complex investment world there are so many choices to invest your money and many types of investment advisors to choose from. How do you know which direction to take? Stock brokers from large investment firms or advisors from smaller firms; brokers that make their money selling you investment products or advisors that charge you a fee. The choices are endless.

We believe our firm offers a refreshing option. 

The things that separate us from other advisors are:

• We are a "fee-only" investment management firm, offering advice not influenced by commissioned investment products (ie loaded mutual funds, annuities)
• The client's assets are held at a discount broker to save the client money.
• We are a small firm offering personalized investment advice.
• We take the time to educate our clients so they are informed about their finances.
• We have a unique screening system for choosing only the best investments.
• We offer the widest choices of investments available for our clients.
• We contact our clients periodically keeping them informed on the progress of their accounts.                            

What Makes Us Different?

Experience 

We have over 15 years of combined experience helping individuals, families, and small businesses plan for their financial needs. Having lived many "financial lives" we know what works and what doesn't. Experience is priceless in a financial arena dominated by investors and advisors who have never seen a recession or a "bear" market.

Expertise

The team of Jim and Janet Elder work together to help their clients reach their financial goals. Jim Elder is a Certified Funds Specialists and Janet Elder is a Certified Senior Advisor. They are fee-only financial advisors that actively manage their client's accounts by maximizing performance and minimizing their risk exposure.

Independence

We are not owned by a bank, a brokerage firm, or insurance company but are completely independent owned.  We make use of no self-produced products and yet we work with the largest financial services companies in the world.  Unlike most financial advisors, we can utilize both no-load and load-waived investments with our clients, meaning that we can paint from a very broad investment palette to meet our clients needs. We utilize Institutional Class shares, which offer extremely low expense ratios, for even our clients of moderate means.

This is a Family Business

Our mission is to care about our clients’ goals as if they were our own. We are a small family business partnered with some of the biggest and strongest financial services companies in the industry. We believe that with us you get the best of both worlds: financial strengths and individualized, personal attention. ElderAdo Financial offers the antithesis of the cold mega-merged financial services companies building long-term relationships with our clients.

Why ElderAdo Financial?

Making the financial decisions necessary to achieve your goals takes knowledge and commitment. It takes the kind of expertise, individualized attention, integrity and objectivity you'll find at ElderAdo Financial.

We look at each client as an individual-with personal as well as financial goals. Our services are designed to suit each individual, without compromise.

We do much more than just advise. We give you a plan-and the tools-to build your financial success. From investment management to tax, estate, education and retirement planning, we provide expert guidance and the most up-to-date solutions. We offer you options and the knowledge you'll need to make informed decisions about your future.