I’m Jim, founder of Elios Financial Group. I started Elios Financial with one person in mind. You. I specialize in comprehensive financial planning and investment management. I’ve spent more than 30 years in the financial services industry, including retail banking with National City Bank in Cleveland and as a financial planner with Cleveland Financial Group/Lincoln Financial Advisors. I love to help people understand the finance world. That’s why I speak frequently on financial planning issues, the economy, and financial markets. I’ve held workshops for companies, government organizations, non-profits, and charity organizations including the Social Security Administration. I’ve provided

James Elios
Founder & CEO
Elios Financial Group
United States, Ohio, Westlake
About Me
Profile Information
Founder & CEO
Elios Financial Group
Investment Team,Operations Team
Investor
RIA/Wealth Manager/Asset Manager
Westlake
Ohio
United States
Aug 18, 2025
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