Elliott Weir

My name is Elliott Weir, and as a Certified Financial Planner practitioner and the owner of III Financial, I have been guiding clients through their most complex financial chapters since 2004.

My path to this work was deeply personal: on August 20, 1997, my life changed forever when my father passed away at age 50. Suddenly, I was the one helping my mother navigate the overwhelming world of insurance, investments, and estate legalities since those were tasks my father had always handled.That experience is the heartbeat of my practice.

I don’t just offer financial advice; my goal is to provide a calm, structured environment to help you gain control over your financial life during a time of profound transition. Whether you are facing immediate decisions about benefits or long-term questions about your future security, I want to help simplify the complex and help get things done. I choose to work with widowed women because I've seen the weight of these responsibilities, and I am here to ensure you don’t have to carry them alone.