Team


As independent financial advisors, Elliott & Elliott Financial does not use proprietary products. We are truly independent, relying on the most open architecture possible to tailor specific solutions that address your unique needs. Our highly ethical practice is based on the fact that the only person we answer to is you. We deeply appreciate our client relationships and are committed to being there for you through clear sailing or stormy seas.
The vast majority of our clients are affluent individuals and families who do not have the time, expertise or desire to navigate the potentially turbulent investment world on their own. Instead, they have hired our firm to help chart a course toward their own personalized destination: financial independence
As independent financial advisors, Elliott & Elliott Financial does not use proprietary products. We are truly independent, relying on the most open architecture possible to tailor specific solutions that address your unique needs. Our highly ethical practice is based on the fact that the only person we answer to is you. We deeply appreciate our client relationships and are committed to being there for you through clear sailing or stormy seas.

The vast majority of our clients are affluent individuals and families who do not have the time, expertise or desire to navigate the potentially turbulent investment world on their own. Instead, they have hired our firm to help chart a course toward their own personalized destination: financial independenc
As independent financial advisors, Elliott & Elliott Financial does not use proprietary products. We are truly independent, relying on the most open architecture possible to tailor specific solutions that address your unique needs. Our highly ethical practice is based on the fact that the only person we answer to is you. We deeply appreciate our client relationships and are committed to being there for you through clear sailing or stormy seas.

The vast majority of our clients are affluent individuals and families who do not have the time, expertise or desire to navigate the potentially turbulent investment world on their own. Instead, they have hired our firm to help chart a course toward their own personalized destination: financial independ


We have helped many people just like you with similar issues and concerns.

It is our teamwork approach which adds a broader perspective to all that we do. This focus provides increased benefits to our clients and can help you create an approach that is designed to address your individual situation.

We can help you address:

  • Investing principles and strategies
  • Retirement investing and distribution strategies
  • Estate conservation issues
  • Risk management analysis

We also can answer your questions, including:

  • Can I retire early?
  • Are my investments working hard enough?
  • What’s a good approach for college savings?
  • What are the elements of a sound estate strategy?
  • Do I have enough life insurance for my family?


 

Mark W. Elliott

Managing Partner & Financial Advisor

(609) 955-3540

Mark began working for investment firm, A.G. Edwards & Sons, in Princeton, NJ in 1997 and excelled quickly to become a registered investment advisor in 1998. With a sharp mind for investments and a natural gift for creating strong ties...

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