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

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

Elite Income Advisors serves individual investors (including high‑net‑worth clients), pension and profit‑sharing plans, trusts, estates, and other entities by providing comprehensive financial planning, discretionary portfolio management, retirement‑plan consulting, and recommendations for third‑party managers and model portfolios. The firm also advises on rollovers and implements investment and insurance strategies when clients choose to proceed with recommended solutions. The firm implements client asset allocation and rebalancing using model portfolios provided by a sub‑adviser (Foundations Investment Advisors LLC) and other third‑party model providers, and conducts annual reviews and ongoing oversight to align portfolios with clients’ objectives and risk tolerance. For retirement plan clients, EIA supplements investment advice with participant education and employee communications under ERISA 404(c), and discloses offering client workshops and educational events—an activity less common among similarly sized teams. Distinctive features disclosed in the brochure include affiliated insurance brokerages whose agents may sell commissionable insurance and annuity products alongside advisory services, fee‑sharing and referral arrangements with TPMs and vendors, and acceptance of custodial/vendor benefits; these arrangements are identified as potential conflicts of interest and are described in the firm’s disclosures. The firm also discloses use of AI tools for meeting recording and transcription (with an opt‑out option) and recent amendments addressing political and AI‑related risks in its investment‑risk disclosures.

To learn more about the advisors currently working at Elite Income Advisors, 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.