Auri Elan Financial Group

About Auri Elan Financial Group

Categories: Legal & Financial | Insurance | Life Insurance | Investment Services | Financial Planning | Investment Brokerages | Investment Services

President: Richard Suder, CFA, CFP, ChFC, CLU, CRPS, AAMS Auri Elan Financial (Auri Elan) is an independent full-service wealth management firm specializes in providing comprehensive and objective investment consultation and financial planning to individual investors, companies, select group of families and entrepreneurs. Auri Elan was founded on the principles of Expertise, Loyalty, Independence, Tenacity, and Enthusiasm (ELITE). The mission of Auri Elan is to provide each and every client with sound unbiased advice, exceptional personal service, and high quality suitable investments while treating clients with diligence and respect and acting in their best interests at all times. Auri Elan consists of four divisions: 1. Auri Elan Financial - Investment, Retirement, Education, Insurance, and Estate Planning and Implementation; 2. Auri Elan Insurance - An independent insurance agency for your Auto, Home, Life, Health, and Business insurance needs; 3. Auri Elan Retirement Plans - Design, install, and maintain retirement plans for companies and small-business owners; 4. Yillionaire Family Office - A multi-family office (MFO) established for families with exceptional wealth. Richard Suder, President and founder of Auri Elan, has a scientist background, a MBA degree, and over 5 years of professional experience. He also holds various prestigious professional designations in the financial planning field including Chartered Financial Analyst (CFA), Certified Financial Planner (CFP®), Chartered Financial Consultant (ChFC), Chartered Life Underwriter (CLU), Certified Retirement Plan Specialist (CRPS), and Accredited Asset Management Specialist (AAMS). I believe it is important to take a holistic approach to wealth management and aims to manage all aspects of my client’s financial situation. I provide clients customized advice on investment planning (Including Green Investing and Socially Responsible Investing), retirement planning, education planning, insurance planning, estate planning and etc. Please contact me for a complimentary Portfolio (Morningstar Instant X-Ray) and Insurance Review. 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? The LPL Financial registered representative associated with this page may only discuss and/or transact business with residents of the following states: MA, CT, AL, GA, IL, NY, NJ, RI. Securities offered through LPL Financial. Member FINRA/SIPC.

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