Advisor at Elliker Financial
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Firm
Elliker Financial
Location
Morgantown, PA 19543
Credentials
CFP®, Series 63
Industry experience
4 years
Stephen Elliker is a CFP®-certified financial advisor with four years of industry experience. He is the principal of Elliker Financial, which he founded in 2025, after previously working at Rodgers & Associates, Ltd., The Vanguard Group, Inc., Compass Ion Advisors, LLC, and Chartwell Investment Partners. Outside of financial advising, he is co-owner of Elliker Cookie Company, a business involved in scheduling, business development, and sales. Elliker Financial serves individuals and high-net-worth households by providing wealth management and comprehensive financial planning, including investment management, retirement and college planning, business planning, and risk and tax considerations. The firm uses a discretionary approach emphasizing asset allocation based on Modern Portfolio Theory, combining both passive and active investment vehicles and offering socially responsible investing options upon request.
Based on Elliker Financial
$0 - $1,000,000: 1.00% $1,000,001+: 0.90%
Minimum fee: Minimum quarterly fee of $1,000 Fee-only: Fee-only firm; compensated solely by clients, no commissions
3821 Main Street
Morgantown, PA 19543
Pennsylvania
Elliker Financial
2025 - Present (1 year)
Rodgers & Associates. Ltd.
2021 - 2025 (4 years)
Elliker Cookie Company
2021 - Present (5 years)
The Vanguard Group, Inc
2021 - 2021 (1 year)
Compass Ion Advisors, LLC
2019 - 2020 (1 year)
Chartwell Investment Partners
2008 - 2019 (11 years)
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Is not active or affiliated with:
Insurance agent
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Broker-dealer / trader
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Bank
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Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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