Our Experience

With over 70 years of combined  experience as Financial Advisors,  the Whitlock Ellis Team has helped individuals, families, and small businesses reach their retirement goals, plan for children's educations, and develop their financial plans.  

We have experience in the following areas:

•   Advisory Investment Management Services
•   Business Planning Services
•   College Planning Services
•   Estate Planning Services*
•   Fixed-Income Products
•   Municipal Bonds
•   Trust Services**
•   Portfolio Management
•   Annuities**
•   Certificates of Deposit
•   Equities
•   Investment Planning Services
•   IRA’s / Retirement Plans
•   Priority Client Services
•   401 (k) Services
•   Retirement Income Planning

* Whitlock Ellis Wealth Management and Wells Fargo Advisors Financial Network, LLC do not provide tax or legal advice. Please consult with your tax and legal advisors before taking any action that may have tax consequences.
** Products/services are offered through affiliates of Wells Fargo & Company.