Auri Elan Fiancial Group (Auri Elan) is an independent full-service wealth management firm specializing in providing comprehensive and objective investment consultation, financial and insurance planning to individual investors, companies, select group of affluent families and entrepreneurs.
Auri Elan was founded on the principles of ELITE – Expertise, Loyalty, Independence, Tenacity, Enthusiasm.
The mission of Auri Elan is to help our clients achieve their financial goals and dreams by providing sound objective advice, exceptional personal service, and high quality suitable investments and insurance while working diligently in their best interests at all times.
Auri Elan consists of four divisions:
- Auri Elan Financial – Investment, Retirement (IRA, Roth, Rollovers), Education (529, Coverdell), Insurance, and Estate Planning and Implementation
- Auri Elan Insurance – An independent insurance agency for your Auto, Home, Life, Health, and Business insurance needs.
- Auri Elan Retirement Plans – Design, install, and maintain retirement plans (such as 401Ks, SEP, SIMPLE) for companies and small-business owners.
- Yillionaire Family Office – A multi-family office (MFO) established for families with exceptional wealth.
Auri Elan is affiliated with LPL Financial the nations largest independent broker/dealer as reported by Financial Planning magazine, June 1996-2017, based on total revenue..
If you do not take medical advice from anyone other than an MD, why should you settle your finance with anyone less than a CFA Charterholder and CFP Practitioner?
Please contact us for a complimentary Portfolio and Insurance Review. Thank you for your consideration, business, and referral!