About Me

George Ellis is the founder and President of Abundance Advisors, Inc., an Edwardsville, IL based investment advisory firm.  George’s success in business can be attributed to his talent for bringing together complex investing issues and solid, basic values that make sense to people on a gut level.

Since he was a young man, George wanted to help people plan and save for a healthy retirement through financial products and systems.  He graduated from Georgia State University with a major in Finance and a minor in Accounting.  He entered the financial services industry in 1985.

Although his clients were happy and successful, he never felt that the highly rated, four-star money managers he recommended lived up to their hype and the expectations that went along with it.  George knew there had to be a better way to help his clients grow their wealth without the disappointment that came along with the “hot” managers and mutual funds.

George’s first step toward improving the way he helped his clients was to change the way he did business by becoming a fee-only investment advisor and establishing his own Registered Investment Advisory (RIA) company in 2005 as Abundance Advisors, Inc.  With Abundance as the vehicle to provide the best investment solutions available, George was able to continue his quest for an investment approach that would not only get the job done, but provide the confidence and peace of mind that he felt his clients deserved.

At this time, George was introduced to a prominent national investment advisor from Cincinnati, OH, Mark Matson.  In his lecture, Mark provided a powerful argument for “passive” investing strategies that spoke to the core of George’s beliefs about capitalism, free markets and how the world economy works…it provided a way for him to give his clients the best investment solutions available in the market place.

~CLICK HERE FOR MORE ABOUT MARK MATSON~

Compelled by conviction, George set about learning and understanding the principles that supported the passive investing philosophy.  He found that they had been developed through many years of research by the Nobel Prize winning academic team of Merton Miller, Harry Markowitz and William Sharpe.  The body of their findings is now known internationally as Modern Portfolio Theory.  This groundbreaking research was subsequently supplemented and enhanced by the contributions of Eugene Fama and Kenneth French from the University of Chicago.  Their work resulted in formulas for the Three Factor Model.  All of these notable academics from the world of finance and economics were speaking the same language and had historical data to back up their conclusions.  This was George’s answer.

The new investment approach we call Free Market Portfolio Theory is a compilation of these academic principles into a solid investment strategy that can be implemented by the everyday investor.  It saves them by eliminating the misguided advice of the media and their Wall Street pundits, and has become George’s passion.

Never satisfied with just one avenue to reach his goal, George has contributed to both books and educational materials: 

• “The Dirty Filthy Lies My Broker Taught Me and 101 Truths About Money & Investing”
• “Investor Awareness Guide”
• “Investor Inventory”
• “Navigating the Fog of Investing” movie

In addition, he offers various public presentations and workshops to share the message of
Free Market Investing.

George N. Ellis, Financial Coach
Abundance Advisors, Inc.
Registered Investment Advisor
60 Highway, 157 South
PO Box 242
Edwardsville IL 62025
Phone: (618) 920-8557
Toll Free: (800) 735-1920
Fax: (618) 633-2346