About Us
Elan Planning & Wealth Management (PWM) was formed in February 2017.
At Elan PWM, we provide financial planning, advice, and wealth management services for our clients. At Elan PWM, our advisor's and staff’s main priority is solely the financial betterment of our clients. Some companies state it, but we MEAN it. We are successful when “We Provide a Life to Live” for our clients.
Our vision at Elan PWM is to be the financial advice firm of choice for individuals and businesses seeking to maximize their financial well-being through our holistic and attentive approach. Our passion to help Provide a Life to Live for our clients will be unsurpassed.
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What does ELAN stand for?
E – Enthusiastic, Energetic, and Empathetic– We enjoy what we do with a desire to help people.
L – Listen – We listen to what our clients say or tell us what they need.
A – Attentive, Attitude – We strive to be attentive to our clients, and react to their requests in a timely and accurately manner.
N – Nurture – Our number one goal is to nurture long-term relationships with our clients and all other people we deal with.