AURI ELAN FINANCIAL GROUP OFFERS ADVISOR-ENHANCED DIGITAL INVESTMENT PLATFORM

AURI ELAN FINANCIAL GROUP OFFERS ADVISOR-ENHANCED DIGITAL INVESTMENT PLATFORM  

[Newton, MA] — [December 13, 2017] – AURI ELAN FINANCIAL GROUP, a wealth management firm located in Newton, MA, now offers an advisor-enhanced digital platform designed to enhance the investor experience. The online investment platform was designed as an innovative option for clients seeking a technology-enabled investment solution combined with the opportunity to have a relationship with a financial advisor.

“We continually enhance our offering to meet the evolving needs and desires of our clients,” said Richard Suder, CFA, CFP, President of AURI ELAN FINANCIAL GROUP. “This platform can deliver on investors’ increasing expectations for a digital service experience without losing the personal relationship between client and advisor that can lead to better outcomes. We look forward to being able to support clients seeking objective financial advice in innovative ways to help them work toward their financial goals.”

Through an online portal, clients can open new accounts, view their portfolio and make updates to their personal information as their lives change. The platform creates personalized investment strategies based on individual goals, time horizon and risk preferences. An advisor provides oversight and can offer guidance and planning resources to clients as their financial needs and goals evolve.

“There is an increasing demand for financial advice, with investors seeking ways to meet their near-term and long-term financial goals,” said Suder. “Whether they’re just getting started with investing or simply prefer a digital experience, our goal of providing this digital platform is to expand the range of options available to help our clients work toward their financial goals.”

AURI ELAN FINANCIAL GROUP is supported by LPL Financial, a leader in the retail financial advice market and the nation’s largest independent broker-dealer*, providing resources, tools and technology that support advisors in the delivery of personal, objective financial advice.

For more information about the technology solution, visit here or contact (617) 329-1185.

Guided Wealth Portfolios (GWP) is a centrally managed, algorithm-based, investment program sponsored by LPL Financial. GWP uses proprietary, automated, computer algorithms of FutureAdvisor, Inc. to generate investment recommendations based upon model portfolios constructed by LPL Financial. FutureAdvisor and LPL Financial are not affiliated entities.  Both LPL Financial and FutureAdvisor are investment advisors registered with the U.S. Securities and Exchange Commission, and LPL Financial is also a Member FINRA/SIPC.

All investing involves risk including loss of principal. No strategy assures success or protects against loss.

* Based on total revenues, Financial Planning magazine June 1996-2017 

About AURI ELAN FINANCIAL GROUP

Auri Elan Financial Group is an independent full-service wealth management firm specializes in providing comprehensive and objective investment consultation, insurance planning to individual investors, companies, select group of affluent families and entrepreneurs.

Auri Elan Financial Group was founded on the principles of Expertise, Loyalty, Independence, Tenacity, and Enthusiasm (ELITE).

The mission of Auri Elan Financial Group is to help our clients achieve their financial goals and dreams by providing sound unbiased advice, exceptional personal service, and high quality suitable investments and insurance while working diligently in their best interests at all times.

Securities, Financial planning and  Advisory Services offered through LPL Financial, a Registered Investment Advisor, Member FINRA and SIPC.

Investment products and services available to residents of the following states: AL, AZ, CA, CO, CT, DE, FL, GA, IL, MA, MI, MN, NH, NJ, NY, OH, PA, RI, TX, VA, WA.

About LPL Financial

LPL Financial LLC, a wholly owned subsidiary of LPL Financial Holdings Inc. (NASDAQ:LPLA), is a leader in the retail financial advice market and served $509 billion in advisory and brokerage assets as of December 31, 2016. LPL is one of the fastest growing RIA custodians and is the nation’s largest independent broker-dealer (based on total revenues, Financial Planning magazine June 1996-2016). The Company provides proprietary technology, comprehensive clearing and compliance services, practice management programs and training, and independent research to more than 14,000 independent financial advisors and over 700 financial institutions, enabling them to help their clients turn life’s aspirations into financial realities. Advisors associated with LPL also serviced an estimated 46,000 retirement plans with an estimated $127 billion in retirement plan assets, as of December 31, 2016. LPL also supports approximately 4,000 financial advisors licensed and affiliated with insurance companies with customized clearing, advisory platforms, and technology solutions. LPL Financial and its affiliates have more than 3,200 employees with primary offices in Boston, Charlotte, and San Diego. For more information, please visit www.lpl.com. 

 

AURI ELAN FINANCIAL GROUP and LPL Financial are separate entities. 

###

 

FINRA BrokerCheck

brokercheck_logo-new

 

 

FINRA oversees the people and firms that sell stocks, bonds, mutual funds and other securities. Simply type in your current or prospective broker’s name to see employment history, certifications, and licenses—as well as regulatory actions, violations or complaints you might want to know about. You also can get information about your broker’s firm. There’s no reason not to check.

BrokerCheck can tell you…

Individual and firms can be registered investment advisors or brokers or both
…if a broker or brokerage firm is registered.
 
Individuals and firms can be registered as brokers or investment advisers—or both. Individuals with these designations have particular knowledge and take on legal responsibilities. Individuals and firms must be registered with FINRA (for brokers), the SEC (for certain investment advisers), and in those states where required by law.
Disclosures include customer complaints, regulatory actions and criminal convictions
…what has been disclosed to regulators.
 
From the time they register—and throughout their careers in the securities industry—individuals and firms must inform FINRA if certain events occur; these events include regulatory actions, criminal convictions, and for brokers, customer complaints.
Experience and registration history with brokerage firms
…about a broker’s experience.
 
BrokerCheck provides an overview of a broker’s work history, as well as brokerage firm history.
Qualifications including state licenses for brokerage firms, and exams passed and licenses for brokers
…about what a broker or brokerage firm is able to do.
 
Brokers and investment advisers are qualified to perform certain tasks for clients, based on the exams they have passed and state licenses they hold. Individuals and firms must register in each state where they have customers.

Welcome to Auri Elan!

Auri Elan Financial 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), and Estate Planning and Implementation
  • Auri Elan Insurance – An independent insurance agency for your Life 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..

Please contact us for a complimentary Portfolio and Insurance Review. Thank you for your consideration, business, and referral!

Your Finance Deserves Nothing Less!

Best Regards,

Richard Suder, CFA, CFP®, ChFC, CLU, CRPS, AAMS
President

Auri Elan Financial Group
1185 Washington St Suite 2
Newton, MA 02465
Tel: 617-329-1185
Cell: 617-276-6458
Fax: 617-370-0507
Email: richard.suder@lpl.com
Web: www.aurielan.com

Securities, Financial Planning and Advisory Services offered through LPL Financial. A Registered Investment Advisor, Member FINRA/SIPC.

Resources:
 

MarketWatch Real-time headlines


Morningstar Stock Analyst Notes