Customized Financial Planning
Straightforward Financial Advisory in the Washington DC Metropolitan Area
With over 20 years of experience in financial management, DeWayne Ellis thrives on using his specialized knowledge to make a significant and meaningful difference in his client's lives. Offering freedom from the limitations of big-box financial firms, it is DeWayne's mission to close the unspoken knowledge gap in financial planning
Our Services
Investment Management
A tailored plan based on your goals
We listened to our clients and created tailored goals-based portfolios. We have the ability to evolve and shift strategies as your needs shift. We prioritize education, transparency and action.
Retirement Planning
If you fail to plan, you plan to fail. Create your plan today.
A successful retirement does not happen by itself. You have to be proactive and create a solid retirement plan to include all the necessary ingredients for success.
Navigating Life Events
We must protect what matters most. We help you navigate life insurance options that have benefits while you are alive and death benefits as well. We will make sure that your Family and the ones you love are protected.
Financial Literacy and Empowerment
Life Insurance planning
Planning for the unexpected
We take a comprehenisive and flexible approach by creating a strategy that can help you navigate through many changes of life including:
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College Savings
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New marriage or Financial Legacy Planning for Children/Grands
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Job Loss or Career Change
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Family Illness or Untimely loss of a Loved One
Why Choose Us
1
Freedom from Big Firm Constraints
No predetermined products, no pressure—just advice centered on your goals.
2
Customized Roadmaps
Our team provides expert guidance and attention to detail, ensuring that your financial matters are handled with precision and care. We are committed to delivering high-quality financial advisory services that exceed your expectations.
3
Client Driven Education
We provide dedicated support to guide you through financial challenges and opportunities. Our personalized support aims to empower you with the knowledge and confidence to make informed financial decisions.
4
Trust, Candor, & Long Term Partnership
Benefit from our financial education and speaking services that provide valuable insights into the financial landscape. We are dedicated to helping you navigate the complexities of finance with clarity and assurance.
Trusted by Clients Nationwide
Clients Share Their Stories
"DeWayne L. Ellis has been our family's Financial Advisor for several years and has always looked out for our financial future. He's a very hands-on Advisor and always has our interests/goals in mind when managing our accounts. If you want your money to grow, DeWayne should be your Financial Advisor!"
Roderick & Lavonne S. / Accokeek MD
" I was immediately surprised that his approach was totally different. He was interested in my well being and my family's well being. When he suggested the course of action that we should take, again I was impressed. As a financial advisor, he is the best. Always keeping me in the loop. I consider myself very fortunate to have DeWayne looking after my financial matters."
Garrett D. / Bowie MD
"DeWayne has handled my investments for six years. During that time, he's helped me think about where I want to be in the years to come and set goals to help me get there. I trust him to manage my portfolio and have been happy with his results. He's accessible and easy to work with, and I hope to continue this partnership for a long time."
Lisa G. / Washington DC
“Good finances and wealth is not just for the rich. Everyone can create their own Pathway to Wealth.”
Contact Us!