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Taking The Guesswork Out Of Managing Your Money
Ellis Retirement Advisors — 401(k) plans for companies and wealth planning for individuals. Direct, independent, and zero jargon. Based in Memphis, serving clients nationwide.
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See Our Process
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7x
Companies Founded
2
Successful Exits
$150M+
Assets Under Advisement
Who We Are
Grant Ellis is a 7x founder with two exits, a PE/VC background, and a peanut butter company that almost made it onto Shark Tank. Now he helps people and companies build real financial clarity — direct, independent, and zero jargon.
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Who We Serve
Founders & Entrepreneurs
From first exit to generational wealth — structuring what comes next.
Executives & Professionals
Complex comp packages, equity events, and tax-aware planning.
High-Net-Worth Families
Multi-generational strategy that simplifies the complex.
What We Do
01
Retirement Planning
Custom strategies for a retirement that fits your life, not a template.
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02
Investment Management
Diversified, tax-efficient portfolios built around your goals.
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03
Tax Strategy
Proactive planning to keep more of what you’ve built.
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04
Estate Planning
Protecting your legacy and simplifying wealth transfer.
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05
Insurance Review
Right-sizing coverage so you’re protected, not over-sold.
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06
Business Exit Planning
Structuring a sale or transition that maximizes your outcome.
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Our Process
01
Discovery Call
A candid conversation about where you are and where you want to be.
02
Deep Dive
We dig into the numbers, structures, and gaps.
03
Strategy Build
A custom plan with clear priorities and next steps.
04
Ongoing Partnership
We walk alongside you — adjusting as life changes.
Our Approach
Ellis Retirement
11/11
Traditional Firm
5/11
DIY & Robo
2/11
Investment Management
Retirement & Cash Flow Planning
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Tax-Loss Harvesting
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Proactive Tax Strategy
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CPA Tax Prep Coordination
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Estate & Legacy Planning
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Insurance & Benefits Review
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Business Exit Structuring
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Equity & Exec Comp Planning
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Ongoing Personalized Advice
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Founder-to-Founder Perspective
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What Clients Say
"Grant doesn’t talk at you — he thinks alongside you. First advisor I’ve actually trusted."
Series B Founder, Memphis
"We left a big-box firm after 10 years. The difference in attention and clarity was immediate."
Retired Executive Couple
"He structured my exit in a way my old advisor never even considered. Saved us seven figures in taxes."
Exited SaaS Founder
Ready to talk?
No pitch, no pressure. Just a candid conversation about where you are and where you want to be.
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