We are dedicated to providing investment management and strategic wealth planning to our clients. Simply put, we strive to be our client’s trusted advisor. As a financial advisory firm, our primary focus is to provide unbiased opinions that are designed to achieve long term investment results.
Finlayson Financial Planning does this with the highest levels of trust, integrity and respect while always collaborating using a team approach. Finlayson Financial Planning is an "Investment Advisor" and a "Registered Investment Advisor", registered with the Securities Exhange Commission (SEC) CRD is #165631. Ross Elliot is a CFP, passing the CFP exam as well as the NSAA Series 65 Exam. Ross is a "fee planner", always advising as a "fiduciary" (always in the best interest of each and every client).
We are dedicated to professionally supporting, educating, and providing informed direction to each and every client.