Our Firm
At Ellsworth Financial, we concentrate in foundational family finance, offering a range of services designed to protect and grow your wealth. Our team of experienced professionals is committed to providing personalized strategies that align with your financial objectives. We believe in building long-term relationships with our clients, ensuring that your financial plans evolve with your changing needs.
Our Mission
We empower individuals and families to achieve financial independence through innovative and tax-efficient strategies. We strive to provide education and guidance that enable our clients to make informed decisions about their financial futures. We envision a future where our clients enjoy financial security and peace of mind, knowing that their wealth is protected and positioned for growth. Our goal is to be a trusted partner in your financial journey, helping you navigate the complexities of wealth management with confidence.
What We Value
Integrity
We uphold the highest standards of honesty and transparency in all our interactions.
Client-Centricity
Your financial well-being is our top priority. We tailor our services to meet your specific needs and goals.
Innovation
We leverage cutting-edge financial strategies to provide effective solutions for our clients.
Education
We believe in empowering our clients with knowledge, enabling them to make informed financial decisions.
Our Approach
Our goal is not only to position you for success in achieving your financial objectives but also to provide you with a comprehensive investment plan that you can feel confident in, even during the inevitable market fluctuations. We accomplish this through an evidence-based strategy focused on smart diversification, low investment costs, and risk minimization. Together, we create a tailored investment strategy designed to meet your unique goals. Once the strategy is in place, we continue to monitor and fine-tune your portfolio with active management, rebalancing, and tax-loss harvesting as needed.
Tanner J Ellsworth
Financial Advisor
My name is Tanner J Ellsworth of Ellsworth Financial. I have been in the financial services industry since 2012. I am licensed as an investment advisor representative and insurance producer in over 10 states.
I grew up as the second of nine children of a U.S. diplomat and lived a large part of my childhood in foreign countries, including the United Arab Emirates, Israel and Mexico. As such, I was often in position to build bridges. When two of my siblings got into an argument, I would help to moderate and reconcile. When finding myself surrounded by a new environment and new culture, I had to make the most of it, and I eventually came to enjoy making friends with people of different ethnic and religious backgrounds. I learned to not be satisfied with just enduring or compromising, but to create win-win relationships and win-win solutions. This is what I enjoy about being a financial advisor.
I like to strategize and solve puzzles. I find that people like to solve their own financial puzzles along with me. It's fun! And in the end, people are often tempted to wonder 'Why does this look so good? What's the catch'? The catch is that we had to work a little smarter in order to find great solutions to mitigate taxes, increase your retirement income and protect and grow your savings.
Nika Noun
Insurance Producer
My name is Nika Noun, and I am an insurance producer at Ellsworth Financial. My passion for business and finance began at a young age, and I have dedicated my career to helping people achieve financial independence and reach their financial goals.
Growing up in Asia and spending my formative years in Cambodia taught me resilience, adaptability, and the value of community support. After moving to the United States, I pursued higher education, earning an undergraduate degree in finance from the BYU Marriott School of Business, followed by an MBA with a focus on sales and marketing.
At Ellsworth Financial, I specialize in designing holistic financial strategies tailored to each client's unique needs. My goal is to craft win-win solutions that balance growth potential with security. By factoring in taxes, life events, and personal goals, I strive to develop strategies that mitigate taxes, increase retirement income, and protect and grow savings.
Fatima Villajuan
Office Manager
At Ellsworth Financial, I manage all back-office operations to ensure a smooth and efficient client experience. I handle financial paperwork at every stage, from applications to transfers and follow-ups, while coordinating documentation and supporting Tanner Ellsworth and Nika Noun.
I also communicate with clients to track their documents and ensure timely processing. By streamlining operations, I help our advisors focus on delivering the best financial solutions. I take pride in keeping things organized and ensuring a seamless experience for our clients.
I hold a bachelor's degree from St. Paul University in the Philippines and moved to the U.S. in July 2023. Before transitioning into finance, I worked as a chef in Orlando and spent a year in Dubai's hospitality industry.
