Ellington Financial

Our Mission: Empowering Financial Clarity and Security

Ellington Financial is a premier financial planning and investment firm serving individuals and families in Gilroy, Hollister, Morgan Hill, and beyond. We believe in a holistic approach to wealth management, focusing on more than just numbers. It's about understanding your dreams, goals, and anxieties to create a customized plan tailored to your unique situation.

Who We Are

Our team consists of experienced and certified financial professionals, led by Kristi Ellington and Nick Thoeni. We are passionate about helping clients navigate the complexities of personal finance and make informed decisions regarding their financial future.

What We Offer

We offer a comprehensive range of services to address all your financial needs, including:

Retirement Planning

• Comprehensive analysis of your retirement accounts and plans
• Personalized strategies for maximizing your 401(k) contributions and investment options
• Guidance on IRA rollovers and Roth IRA conversions
• Retirement income planning and strategies for a secure and comfortable retirement

Investment Management

• Customized portfolio creation based on your risk tolerance, goals, and financial situation
• Regular portfolio reviews and rebalancing to ensure your investments remain aligned with your goals
• Access to a wide range of investment options, including mutual funds, stocks, bonds, and annuities

Financial Planning and Analysis

• Complete analysis of your financial situation, including income, expenses, and investments
• Development of a comprehensive financial plan that addresses your financial goals and aspirations
• Creation of a personalized budgeting and debt management plan
• Retirement and estate planning solutions to ensure your financial security

Beyond the Numbers

Our approach to wealth management focuses on more than just numbers. We take the time to understand your individual needs and goals, considering your values, aspirations, and unique circumstances. We believe financial planning is not just about generating wealth, but about securing financial freedom, achieving your dreams, and planning for the future.

Ready to take control of your financial future?

Schedule a complimentary consultation with Kristi or Nick today and discover the personalized guidance and support you deserve.