Investment & Retirement

  • Advisory Program**
  • Alternative Investments
  • Asset Allocation
  • Risk Management
  • 401k
  • Defined Benefit Plan

Education Planning

  • 529 Prepaid Tuition Plan
  • Zero Coupon Muni Bond
  • Savings Bond
  • Coverdell Education Savings Account
  • Financial Aid Guidance
  • Custodial Account (UTMA/UGMA)

Insurance & Estate Planning

  • Gifting & Wealth Transfer Strategies
  • Credit Shelter Trust*
  • Irrevocable Life Insurance Trust*
  • Transfer on Death (TOD)
  • Dynasty Trust*
  • Charitable Trust*
*LPL Financial Representatives offer access to Trust Services through The Private Trust Company N.A., and affiliate of LPL Financial.
 **Advisory services offered through LPL Financial, a registered investment advisor.

Who We Are

  • Our team of financial consultants gives you
    expert advice every time.
  • Experience the difference of working with a dedicated professional..
  • Highly qualified and credentialed advisors.

In the News

Bill Dendy

William (Bill) Dendy, President of Elite Financial Management, has over 26 years of professional experience in investments and financial planning. He works with individual investors helping them coordinate the aspects of their financial lives, including taxation, investments, insurance, financial and estate planning.

*Award based on 10 objective criteria associated with providing quality services to clients such as credentials, experience, and assets under management among other factors. Wealth managers do not pay a fee to be considered or placed on the final list of 2012-2015 Five Star Wealth Managers.

Are you on the road to a successful financial future?