Our Firm Firm Profile We are a full-service financial firm committed to helping people pursue their financial goals. Since 1993, we have been offering a wide range of financial products and services to individuals and business owners. By providing sound financial information, we believe you will be better able to identify your goals and make the necessary decisions to help reach them. As independent financial advisors affiliated with Avantax, we have the ability to offer investment products and services through a wide variety of financial service companies. Please call us if you have any questions about our firm or the range of financial products and services we provide. A Partner with Proven Expertise For more than 20 years, Ellis Brothers, Inc. has served as a trusted partner of individuals and families, providing wealth management guidance and solutions based on a thorough understanding of each client’s situation and goals. We take an objective and proactive approach, bringing proven expertise to bear on every aspect of a client’s wealth—from accumulation and growth through preservation and distribution. Our Mission We are committed to maintaining the highest standards of integrity and professionalism in our relationship with you, our client. We endeavor to know and understand your financial situation and provide you with only the highest quality information, services, and products to help you reach your goals.