KB Elliott Financial Advisors
Financial & Investment Services
At our firm, our mission is simple: To learn more about you, understand your needs, wants, goals, and help you identify the personal finance strategies that may improve your life.
Founded in 2009, KB Elliott Financial Advisors is a privately owned firm of independent financial advisors based in Springfield, Peoria, and Princeton Illinois.
Since our founding, we have built lasting relationships with our clients, and grown the firm to over $500 Million in clients assets under management as of June 2021.
At our firm, our mission is simple: To learn more about you, understand your needs, wants, and goals, and help you identify the personal finance strategies that may improve your lifestyle today and provide the foundation for a sound retirement in the years ahead.
We understand today’s financial environment. We understand that individuals face unique challenges as they prepare for retirement. And we can help take the mystery out of preparing for today and tomorrow.
Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.
Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.