Charis Ellis
CFP®
Timothy Financial Counsel
Financial Advisor
Charis Ellis
CFP®
Timothy Financial Counsel
Financial Advisor
As an hourly-only financial planner, I offer objective advice to clients not served by traditional asset management firms. - Charis Ellis, CFP®
Hourly-only financial planner located in Wheaton, IL.
Charis Ellis is a Wheaton, IL hourly-only financial planner. Timothy Financial helps you identify your financial goals, see the big picture, and put together an action plan for your future. Service areas include comprehensive cash flow and retirement planning, investment analysis, tax planning, college planning, insurance review and estate planning. As an hourly-only advisor and fiduciary, Charis Ellis is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.
Charis Ellis is a Senior Financial Advisor who, prior to joining Timothy Financial Counsel, provided financial planning and investment advice to clients at another wealth management firm.
Charis graduated magna cum laude from Greenville University with a Bachelor’s degree in Marketing. Her junior year, she studied business and economics for a semester at Trinity College in Dublin, Ireland. She received her Master’s degree in Arts Administration from Drexel University in 2014. Charis is a CERTIFIED FINANCIAL PLANNER™ professional.
Charis Ellis is a Member of the National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.
NAPFA members live by three important values:
- To be the beacon for independent, objective financial advice for individuals and families.
- To be the champion of financial services delivered in the public interest.
- To be the standard bearer for the emerging profession of financial planning.
Timothy Financial Counsel, Inc. is unique among fee-only financial planners. We offer comprehensive planning advice and charge for our time using an hourly rate. Our mission is to partner with our clients to clarify their goals, develop an action plan, and equip them to take charge of their financial lives.
We don’t manage assets. We provide expert investment advice to anyone who wants counsel — no matter your net worth. Everyone receives the same quality of service.
At Timothy Financial, we utilize a team approach. Our clients benefit from multiple perspectives and the unique areas of expertise represented by our team members.
To find a financial planning firm that leverages a team of planners, manages no assets, and has no net worth requirements is truly distinctive. If you are looking for a firm focused on creating a plan for your financial future, and want more confidence you are stewarding your resources well, we are ready to serve you!
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
Specialties
- Cash Flow & Retirement Counsel
- Investment Analysis
- Tax Planning
- Risk Management
- Estate Planning Counsel & Design
Ideal Clients
- Retirees and Near Retirees
- Early Career
- Growing Families
- Business Owners and Executives
Working Together
- In-Person & Virtual Meetings
- Complimentary Initial Consultation
- Hourly-Only Fee Structure
- Clearly Defined Scope of Engagement
- No Product Sales
Professional Designations & Affiliations
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Charis Ellis is a NAPFA-Registered Financial AdvisorThe National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
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Charis Ellis is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for VerificationCFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.
Contact Charis Ellis
Office Locations:
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104 E Roosevelt Road
Suite 200
Wheaton, IL 60187
