Eliason Wealth Management LLC

Eliason Wealth Management LLC provides advisory services to individuals (including high-net-worth clients) and to pension and profit-sharing plans, offering ongoing portfolio management, comprehensive financial planning, and pension consulting on both discretionary and non-discretionary bases. The firm documents client goals and constraints in individualized Investment Policy Statements and offers a subscription newsletter, Eliason Wealth Magazine, at no charge.

The firm’s investment approach emphasizes evidence-based, academic research and modern portfolio theory, favoring mutual funds and low-cost ETFs for long-term, passive model portfolios while avoiding market timing. At the same time, the adviser may recommend actively managed funds, and uses strategies that can include margin transactions and options trading when appropriate, with risks and suitability assessed against each client’s documented objectives.

Compared with many solo independent advisers, the firm’s combination of services is notable: it provides written pension consulting plans and active pension plan advisory services, and circulates a periodic magazine to clients and prospects — features that are relatively uncommon among peers. The adviser also discloses outside insurance activities and documents conflicts when recommending commissionable insurance products, and operates as a small, single-advisor practice managing a modest number of client accounts.