The mission of Elite Financial Management is to provide each and every client with sound unbiased financial advice, exceptional personal service and suitable high quality investments, with diligence, respect and acting in their best interests at all times.
Elite Financial Management was founded in 2004 by president and financial consultant William (Bill) Dendy, JD, MBA, CPA PFS, CFP®, CLU®. After working in the industry for many years Bill determined it was time to provide his clients with superb service and become an independent advisor. He has more than 20 years of experience in helping others prepare and plan for their retirement.
Elite Financial Management offers clients more financial options and recommendations that best fit their needs. To accomplish this, Elite Financial Management selected a broker/dealer that provides diversified financial services and offers cutting edge technology and support. LPL Financial is the largest independent broker/dealer supporting more than 12,000 financial advisers. Through this partnership, Elite Financial Management offers clients objective, unbiased financial advice utilizing independent research and a broad scope of investment products.
To learn how we can help you plan for your retirement, call us at 214.239.4715.