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Investments | Tax | Retirement | Insurance | Financial Planning | Bookkeeping | and more. . .

At Elm3 we know every dollar has its own unique story. Whether it’s been saved, lost or hidden in a mattress for years, we treat every dollar like it’s the last one you’ll ever have.

 

What Is YOUR Risk Number

Elm3 Financial Group is a financial & tax advisory firm. As your trusted adviser, we work closely with you to create a strategic tax plan that can support your financial goals and create opportunities to build a secure financial future. Our team of experienced licensed CPAs, Enrolled Agents, Registered Investment Advisers and Certified Financial Planners® (CFP®) take a holistic approach to tax preparation and provide tax & financial planning to enable our clients success in the future through objective, transparent, and effective strategies.

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