Who we are
Founded in 2003, Eliason Financial is an independent financial services firm serving clients throughout Wyoming and the U.S. Our advisors earn their seat at every table through excellent client service, real-time market intelligence and a relentless growth orientation.
We provide integrated services, customized financial planning, and wealth management strategies for individuals, families, employers and trustees.
We Help You Grow The Life You Want
No matter where you are in your financial life, we'll create a plan that works hard for you today, and well into the future.
Wealth Management
Time is money, and managing your wealth can be overwhelming. We'll help preserve and grow your assets so you can focus on enjoying them.
Leaving Your Lasting Legacy
We take pride in helping families build generational wealth. Whether your goal is to help with college costs, a starter home or establishing a charitable family foundation, we'll guide the way.
Our advisors are dedicated to achieving your financial goals
Eliason Financial was founded in 2003 with a simple philosophy: do what’s right for clients, and growth will follow. Over time, that commitment has earned the trust of the families and businesses we serve—reflected in the fact that the vast majority of our growth has come through client referrals.
Today, we are a national independent wealth management firm overseeing more than $600 million in client assets, serving clients across Wyoming and throughout the United States. Our success has been built one relationship at a time—through disciplined advice, consistent execution, and a long-term perspective.
We provide customized financial planning and wealth management solutions for individuals, families, employers, and trustees—delivering thoughtful strategies designed to grow, protect, and transition wealth.
Our Commitment
At Eliason Financial, our advice is fully aligned with our clients. As a fee-based firm, we provide objective, conflict-free guidance—never incentivized to recommend one product over another.
We take the time to understand your goals, priorities, and concerns, then build strategies designed to perform through changing markets and evolving life circumstances.
Our firm operates in full alignment with Regulation Best Interest, reinforcing a clear fiduciary commitment to every client relationship
“Every portfolio is customized to help clients succeed at each stage of their financial life. Once we know and understand your needs, we construct a portfolio that is designed to make your money work as hard as you do.” - Arik Jacobson
Meet Our Experienced Financial Professionals
Contact Us
We’d love to hear from you!
Email info@eliasonfa.com | Call 307.672.3010