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Why Invest With Us

With over 100 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 investment 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.

We are pleased to announce that Elizabeth Whitlock, AAMS®, President, has also been recognized as a Forbes 2023 Best-In-State Wealth Advisor 1.

2023 Forbes Best-In-State Wealth Advisors: Awarded April 2023; Data compiled by SHOOK Research LLC based on the time period from 6/30/21 - 6/30/22 (Source: Forbes.com). The Forbes Best-in-State Wealth Advisors rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.