A complete list of active advisors currently associated with Elite Financial, Inc.

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

Elite Financial serves individuals—including high-net-worth clients—as well as trusts, estates, pension and profit-sharing plans, charitable organizations and business entities. The firm provides discretionary portfolio management, trading and rebalancing, together with financial planning and consulting for retirement, life transitions, wealth transfer and estate-planning coordination. Portfolios are tailored to each client and typically emphasize mutual funds and exchange-traded funds while employing a mix of quantitative and qualitative analysis and modern portfolio theory; management is discretionary and may include opportunistic rebalancing and tax-loss harvesting. The firm also uses an order management system to access and trade external accounts (for example, employer plans) and coordinates with other advisers as part of implementation. Compared with peers in its support category, Elite Financial is notable for managing an unusually large asset base and client roster per advisor—about $274 million in discretionary AUM and over 400 client relationships—which can affect how services are delivered and supervised. Representatives are also licensed to sell insurance and the firm facilitates estate document preparation through a third‑party technology platform, features the brochure discloses as additional service channels and potential sources of conflict.

To learn more about the advisors currently working at Elite Financial, Inc., 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.