Family Values. Financial Confidence.
ElderAdo Financial was founded in 1998 by Jim and Janet Elder with a clear vision: to create a firm where advice is always centered on you. At a time when much of the industry was driven by commissions and product sales, they set out to build something different, an independent, family-owned firm grounded in integrity, transparency, and long-term relationships.
From the very beginning, the focus has been simple: help you make wise financial decisions with clarity and confidence. What started as a small, client-focused practice has grown steadily over the years, serving individuals, families, and business owners through all of life’s financial stages, without ever losing the personal touch it was built on.
Today, that legacy continues as a true family business. Jim and Janet’s daughter, Jaimee Carnes, and son-in-law, Daniel Carnes, are now part of the advisory team, carrying forward the same values and commitment to putting your interests first. This continuity allows you to benefit from both deep experience and a forward-looking perspective, ensuring the firm is here to serve you not just today, but for generations to come.
You’re supported by a collaborative team that brings together diverse expertise to serve every aspect of your financial life. Because the firm is independent and fee-only, your recommendations are never influenced by commissions or outside pressures, only by what is best for you.
Even as the firm has grown, one thing has never changed: the belief that relationships come first. You’re not treated like a number. You’re known, understood, and supported through life’s transitions, opportunities, and challenges.
More than 25 years later, ElderAdo Financial continues to build on the foundation it was started on, family values, trusted guidance, and a commitment to helping you move forward with confidence.
Over 100 Years of Combined Experience
When it comes to your finances, experience matters. You benefit from a team with over 100 years of combined investment experience, guiding clients through bull markets, bear markets, and everything in between.
As a fee-only fiduciary, you can trust that every recommendation is made in your best interest, without commissions or hidden incentives. You receive clear, transparent advice focused entirely on helping you reach your goals.
You’re supported by a team that works together on your behalf, bringing specialized expertise to every aspect of your financial life. That means thoughtful strategies, coordinated planning, and consistent, high-quality service at every step.
With the independence to choose from a wide range of investment options and a commitment to personalized attention, you get the best of both worlds: deep experience and a relationship built around you.