At Élan, we realized how complex financial and estate planning, investment management and insurance planning can be, and we also realize that many times firms overlook the emotional needs that exist in developing and executing these types of plans. Our vision is to take the planning and implementation process a step further, providing holistic wealth management. The goal of this approach is to not only develop the financial/estate/investment/insurance plans, but also to make sure those plans are created, maintained, and delivered in such a way to ensure our clients’ emotional perceptions and needs are met, along with the financial needs themselves. We pride ourselves on integrity, customization, exceptional service, compassion, and although we are very serious about what we do, we also want to develop relationships with clients such that we can have some fun along the way as well!

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™, and in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.