James T. Elios

Jim is a Managing Partner and Wealth Advisor with Carson Wealth. He specializes in comprehensive financial planning and investment management, helping professionals and executives integrate and maximize their financial plans, navigate the challenges of a timely retirement, and build generational wealth through a predictable and proven process.

Jim founded Elios Financial Group nearly 30 years ago with one person in mind: the client. Today, he is thrilled to continue that work as part of Carson Wealth, bringing the experience and personal approach he has built throughout his career to a firm with expanded resources and capabilities.

Jim has spent more than 30 years in the financial services industry, including retail banking with National City Bank in Cleveland and serving as a financial planner with Cleveland Financial Group/Lincoln Financial Advisors.

He loves helping people understand the world of finance. That’s why he frequently speaks on financial planning issues, the economy, and financial markets. He has held workshops for companies, government organizations, nonprofits, and charitable organizations, including the Social Security Administration. He has also provided financial planning advice and guidance to employees of local companies such as Lincoln Electric, AT&T, Cleveland Clinic, Sherwin-Williams, and Progressive.

Jim is a past contributor to The Plain Dealer’s “Ask the Expert” feature column. He has also made local Cleveland media appearances, including on Action Channel 19 News and The Lanigan Show on 105.7 WMJI. He even completed a due diligence trip to Asia, including Singapore, Hong Kong, and China, to lecture students at Zhejiang University City College in Hangzhou, China.

Jim is a proud graduate of Bowling Green State University, where he earned a Bachelor of Science in Business Administration (BSBA) with a concentration in marketing and finance. He obtained his Master of Business Administration (MBA) from Baldwin Wallace College and earned the advanced financial designations Chartered Financial Consultant (ChFC®) and Chartered Life Underwriter (CLU®) from The American College in Bryn Mawr, PA.

Outside of work, Jim resides in beautiful Avon Lake with his amazing wife, Solveig, and their three children. He has lived in the area for more than 40 years and is a proud North Olmsted High School alumnus. He doesn’t have any plans on leaving. This is his home.