# Elliker Financial

- **Website:** <https://ellikerfinancial.com>
- **Primary alias:** `ellikerfinancial.com`

## Description

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.

## Industries

- 💰 Finance
- 💰 Financial Planning and Management _(under Finance)_

## Links

- [facebook](https://facebook.com/EllikerFinancial)
- [linkedin](https://linkedin.com/company/elliker-financial)

## Logos & icons

- logo _(primary)_ — PNG — [download](https://cdn.brandfetch.io/idHWzSJETZ/w/250/h/100/theme/dark/logo.png?c=1bxid64Mup7aczewSAYMX&t=1791949651243)
- icon _(primary)_ — JPEG — [download](https://cdn.brandfetch.io/idHWzSJETZ/w/100/h/100/theme/dark/icon.jpeg?c=1bxid64Mup7aczewSAYMX&t=1791949651374)

## Colors

| Name | Hex | Theme |
| --- | --- | --- |
| Dove Gray | #646464 | dark |
| Silver | #cccccc | light |
| Deep Cerulean | #0077b5 | accent |

## Fonts

- Helvetica Neue — asset _(custom)_
- Lato — asset _(google)_

## Imagery

- banner _(primary)_ — JPEG — [download](https://cdn.brandfetch.io/idHWzSJETZ/w/200/h/66/idtYJ6IUuS.jpeg?c=1bxid64Mup7aczewSAYMX&t=1791949651454)

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_Source: <https://brandfetch.com/ellikerfinancial.com>_
_See [/llms.txt](/llms.txt) for a full list of agent-readable pages, and [/auth.md](/auth.md) for how agents authenticate._