Auri Elan Financial Group

Auri Elan Financial Group is a small, full-service wealth management firm located in Newton, Massachusetts. With 5 to 9 employees, the company has generated $1 million in revenue. Auri Elan specializes in providing comprehensive financial solutions to a diverse client base including individual investors, corporations, affluent families, and entrepreneurs. Their services encompass investment consultation, financial planning, insurance planning, and estate planning. The firm operates through four distinct divisions: Auri Elan Financial, Auri Elan Insurance, Auri Elan Retirement Plans, and Yillionaire Family Office. Auri Elan distinguishes itself through its commitment to five core principles: Expertise, Loyalty, Independence, Tenacity, and Enthusiasm (ELITE). This philosophy drives their mission to help clients achieve their financial goals by offering sound advice, personalized service, and high-quality investment and insurance solutions. To schedule a complimentary Portfolio and Insurance Review, contact Richard Suder, CFA, CFP®, ChFC, CLU, CRPS, AAMS, at 617-329-1185 or [email protected].