Grant Ellis, AIF, CPFA

Grant Ellis, AIF, CPFA Hi! I'm Grant Ellis. I'm the CEO of Ellis Retirement Advisors. We help people prepare for, enter, and live in retirement. Member FINRA/SIPC.

We offer full financial planning to people nationwide. Securities and Advisory Services Offered through LPL Financial, Member FINRA Securities and advisory services offered through LPL Financial, a registered investment advisor. finra.org sipc.org

Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or complet

eness. The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

06/10/2026

SpaceX IPO…let’s talk about it

06/02/2026

The zero percent tax zone most retirees don't know about.

05/19/2026

Curious how advisors do our work? Listen in on a real-world client meeting debrief.

05/18/2026

My thoughts on using AI for financial guidance...

05/18/2026

Most couples never plan for this, and the financial impact is bigger than you'd think.

05/15/2026

New team members means new team pics! Coming soon…

05/05/2026

Leaving your kids a huge check might seem like your only option. But you have other ways you transfer your wealth.

04/30/2026

What you aren’t thinking about that you should be.

04/24/2026

Tax buckets in retirement are essential, but often for a reason you haven’t thought about.

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Germantown, TN
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