Welcome to Whitlock Ellis Wealth Management

As you walk through our doors, you will find yourself in a place where your goals become our goals and we walk with you on the path to achieving your dreams. We believe Whitlock Ellis Wealth Management is truly a new era in managing wealth. We cherish the history we have built here in our community and the relationships we continue to build along the way.
Group Photo

Why Invest With Us

With over 70 years of combined experience as financial advisors, the Whitlock Ellis team has helped individuals, families, and small businesses reach their retirement goals; plan for children's educations; and develop their financial plans. With the coming together of a strong financial team, never have our strengths run so deep or our commitments run so far. We would like the opportunity to meet with you and find out if we can be of service in obtaining your dreams.

Congratulations to Elizabeth Whitlock, AAMS®, who has been named to Forbes’ list of Top Women Wealth Advisors for 2022.

The Forbes Top Women Wealth Advisors ranking algorithm is based on industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC, which does not receive compensation from the advisors or their firms in exchange for placement on a ranking. Investment performance is not a criterion.

We are pleased to announce that Elizabeth Whitlock, AAMS®, has also been recognized as a Forbes 2022 Best-In-State Wealth Advisor.

The Forbes Best-in-State Wealth Advisors ranking algorithm is based on industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC, which does not receive compensation from the advisors or their firms in exchange for placement on a ranking. Investment performance is not a criterion.