A complete list of active advisors currently associated with Elite Financial Group

Warmer can help you find a great advisor at Elite Financial Group or one who fits your needs even better.

Elite Financial Group is a small, independent registered investment adviser operating as a solo practitioner with roughly $40 million in assets under management across about 101 client accounts. The firm provides ongoing portfolio management services for individuals and high-net-worth clients, preparing Investment Policy Statements and offering both discretionary and non-discretionary management. EFG describes a long-term trading approach supported by charting, fundamental, and technical analysis, and generally limits its advice to mutual funds, equities, fixed income, ETFs, annuities, and Treasury Inflation-Protected securities. The brochure’s investment discussion calls out ETFs that use derivatives, leverage, or complex strategies and addresses related risks, indicating the firm may employ derivative-linked strategies in managed accounts. Notable features in the brochure that distinguish EFG from many peers include disclosures that the firm’s principal engages in outside business activities (operating a contracting business and real estate brokerage) and is a licensed insurance agent who may receive commissions, which can give rise to business-client relationships and potential conflicts of interest. Taken together with the firm’s potential use of derivative-linked ETFs in client accounts, these elements are less common among independent, single-advisor firms.

To learn more about the advisors currently working at Elite Financial Group, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.