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Fee-only fiduciary financial advisor near Morgantown, PA. Serving Chester, Berks & Lancaster Counties. Retirement, investment & tax planning.
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Hex Code
Color name
RGB
HSL
CMYK
#646464
Dove Gray
100, 100, 100
0, 0, 39
0, 0, 0, 61
#CCCCCC
Silver
204, 204, 204
0, 0, 80
0, 0, 0, 20
#0077B5
Deep Cerulean
0, 119, 181
201, 100, 35
100, 34, 0, 29
Elliker Financial is a fee-only fiduciary financial advisory firm based in Morgantown, Pennsylvania, serving individuals and families approaching retirement or already retired. Led by Steve Elliker, MBA, CFP®, RICP®, the firm draws on more than 23 years of investment experience and focuses on helping clients make informed financial decisions with their interests at the center. Its services include retirement planning, investment management, proactive tax planning, estate planning, and broader fiduciary financial guidance.
Elliker Financial helps clients coordinate their investments, develop tax-aware withdrawal strategies, and consider important retirement choices such as Social Security timing, portfolio risk, and sustainable income. The firm emphasizes disciplined, long-term planning rather than product sales or short-term moves, with guidance designed to adapt as clients’ circumstances change. Education and open communication are central to its approach, helping clients understand the reasoning behind their plans and gain clarity about their options.
Based in the communities near Chester, Berks, and Lancaster Counties, the firm also serves clients across the United States
Brand industry
Finance
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How do I download the Elliker Financial logo?
The Elliker Financial logo comes in two versions: a logo and an icon. Download as transparent PNG or JPEG.
What are Elliker Financial's brand colors?
The Elliker Financial color palette uses the hex codes #646464, #CCCCCC and #0077B5.
The Elliker Financial name, logos and brand assets are trademarks of Elliker Financial and its affiliates. Brandfetch isn't affiliated with or endorsed by Elliker Financial. Their use is subject to Elliker Financial's brand guidelines.