Ellis Wealth Planning is a boutique financial planning and wealth management firm offering personalized guidance to individuals and families across the United States. Led by Deborah W. Ellis, CFP®, MBA, CRPC®, the firm combines established financial principles with modern strategies to help clients make informed decisions and pursue goals aligned with their values. Advisory services are offered through Investor’s Fiduciary Advisor Network, LLC.

The firm’s services address distinct stages of the financial journey, including wealth accumulation and growth, retirement and income planning, and legacy and wealth transfer. Its holistic planning also encompasses investments, long-term financial goals, and evolving client needs. Ellis Wealth Planning begins with a discovery meeting, develops a tailored strategy, and supports clients through education, ongoing monitoring, and adjustments as circumstances change.

The firm emphasizes personal attention, clear explanations, and a long-term partnership, helping clients understand the reasoning behind financial decisions. Its educational resources include articles on investing, retirement, debt, and financial planning, along with a monthly newsletter and a wealth-building guide.