Eliason Wealth Management

WEALTH WITH A PURPOSE.

Financial planner in Centennial, CO (show on map)

5.0

★★★★★

11 reviews

Financial planning and wealth management firm in Centennial, CO helping families live their dreams through proactive financial education and comprehensive financial planning.

Call (720) 588-9717

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About

Eliason Wealth Management is dedicated to helping families live their dreams through wealth management grounded in proactive financial education and comprehensive financial planning. The firm helps clients develop a resilient investment strategy anchored on academic research and empirical evidence.

They serve a diverse range of industries and populations including federal employees, black professionals, business owners, and minorities.

CFP® credentialed founder

Academic-based investment strategy aligned with DFA

Focus on bridging the wealth gap

Serves specific underserved populations (Federal Employees, Black Professionals, minorities)

Comprehensive financial planning following CFP Board standards

Complimentary retirement gap analysis

Services

Financial Planning

Comprehensive wealth management and financial plan as a roadmap for achieving your goals. Adheres to the highest financial planning standard as outlined by the CFP Board.

Comprehensive financial planning CFP Board standards Customized roadmap for each client

Investment Management

Academic-based investment strategies focusing on employing multiple asset classes. Aligned with Dimensional Fund Advisors (DFA) approach. Primary vehicles include mutual funds, ETFs, individual securities, and bonds.

Academic-based investment strategy Broadly diversified portfolio DFA approach Risk management framework Cost control focus

Retirement Planning

Customized retirement roadmap including retirement income planning, Social Security optimization, and pension and qualified plan strategies. Offers complimentary retirement gap analysis report.

Retirement Income Planning Social Security Optimization Pension & Qualified Plan Strategies Complimentary retirement gap analysis

Risk & Insurance Planning

Broad-based risk analysis and insurance planning strategy to mitigate various risks.

Risk analysis Insurance planning

Business Planning

For clients who own businesses or have entrepreneurial aspirations, the team works with them to reach their goals.

Tax Planning

Tax planning services as part of comprehensive financial planning.

Credentials & Certifications

CFP® (Certified Financial Planner)

Reviews

Rating

★★★★★

Reviews

"Emmanuel was very knowledgeable and professional."

Frequently Asked Questions

What is Eliason Wealth Management's tagline? +

The firm's tagline is 'WEALTH WITH A PURPOSE.'

What is Emmanuel Eliason's background? +

Emmanuel Eliason is the founder of Eliason Wealth Management. He is a CERTIFIED FINANCIAL PLANNER™, business consultant and speaker. His passion is wealth management grounded in proactive financial education and comprehensive financial planning.

What is Eliason Wealth Management's investment philosophy? +

The firm believes markets are efficient. Their investment management philosophy is anchored on academic research and adapts a broad-based and globally diversified portfolio strategy. They align with Dimensional Fund Advisors (DFA) approach and use mutual funds, ETFs, individual securities, and bonds as primary vehicles.

Who does Eliason Wealth Management serve? +

The firm serves Federal Employees, Black Professionals, Business Owners, and various industries including Healthcare, Technology, Education, Government, Minorities, Small Business, and Non-profit.

What is the firm's vision and mission? +

Vision: To be a catalyst for bridging the wealth gap while propelling clients to success. Mission: To help people succeed, live out their purpose, prosper and enjoy peace of mind by creating and transferring generational wealth.

What are the firm's core values? +

The firm's core values are: Trust, Integrity, Excellence, Innovation, and Respect. Their approach is centered on 'PUTTING OUR CLIENTS FIRST.'

What retirement planning services are offered? +

The firm offers retirement income planning, Social Security optimization, and pension and qualified plan strategies through their Retirement Planning Roadmap process. They also offer a complimentary retirement gap analysis report.