Broker Check
National Ethics Association

National Ethics Association

We are committed to maintaining the highest standards of integrity and professionalism in our relationship with you, our client.

BBB Accredited Business

BBB Accredited Business

Our A+ rating with the Better Business Bureau displays our trustworthiness and our commitment to satisfying the needs of our clients.

IARFC Member

IARFC Member

As a member of the International Association of Registered Financial Consultants, we are trained to help our clients wisely "spend, save, invest, insure and plan for the future to achieve financial independence and peace of mind."

AERIE Preferred Financial Group - Client Centered

AERIE Preferred Financial Group - Client Centered

As your Fiduciary Financial Partner, we specialize in holistic wealth planning. Our Total Care Process and customized strategies aim to preserve wealth, maximize retirement income, and offer comprehensive financial services for individuals and businesses. From wealth and investment management to retirement planning, including specialized services like social security planning, long-term care, tax strategies, and legacy planning, our fee-based and flat-fee options cater to your unique needs.

Get in Touch

Get in Touch

Would you like a thorough review of your investment plan to ensure all elements are properly examined and working cohesively? Click below to send us a message.


Laurie Ellis-McLeod, Ph. D., RFC

AERIE Preferred Financial Group LLC.

Director, Wealth Management & Tax Strategy

Check our Calendar to Get Started! 

AERIE Preferred Financial Group BBB Business Review