A complete list of active advisors currently associated with Eltekon Advisors, LLC.

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

Eltekon Advisors provides investment advice and planning to individuals (including high‑net‑worth clients), employee benefit plans, trusts and corporate clients. The firm offers discretionary portfolio management through its Eltekon Asset Management Service (TEAMS) and a range of financial planning, family‑office, CareerPro retirement‑plan consulting and real estate advisory and finance (REAF) services. The firm constructs customized portfolios using fundamental and technical analysis, independent third‑party research and a mix of public and private market allocations (including ETFs, structured notes, options and private placements). Eltekon employs a team/investment‑office approach to design recommendations, monitors accounts at least quarterly (with more frequent reviews as warranted), and may use systems such as Pontera to view and manage held‑away assets while generally seeking client approval before exercising discretion. Eltekon’s operations include several uncommon features for a team firm: it is affiliated with an insurance agency and has multiple advisors dually licensed as insurance agents, acts as a marketer for collateralized lines of credit and certain bank accounts, and has fee‑sharing and third‑party vendor arrangements (including a recently discontinued third‑party advertising agreement with SoraFinance). The firm’s REAF offering — which covers bill pay, vendor and contractor management, valuation tracking and succession planning for real‑estate assets — is another service set that is less typical among comparable advisory teams.

To learn more about the advisors currently working at Eltekon Advisors, LLC., 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.