American Elite Advisories are your Financial Allies

Your Dedicated Financial Allies

At American Elite Advisory, we are more than financial partners—we are dedicated allies in your financial journey. Boasting decades of expertise, our team is driven by a profound commitment to realizing your financial goals. Recognizing the distinct nature of everyone’s path, our approach is custom-tailored to suit your unique aspirations, whether it’s retirement planning, investment management, or securing your family’s future.

Our foundation rests upon trust, integrity, and transparency, forming the bedrock of our relationships. Operating as fiduciaries, we make your best interests the priority in every financial decision. At American Elite Advisory, you’re not simply a client; you’re an integral part of our joint pursuit of financial triumph.

-Vernon Bell, President and CEO

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Our clients enjoy high quality financial advisory services such as:

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Your Future Awaits

Guidance Based on Fudiciary Responsibility in Investments

When it comes to investment advice, it’s crucial to avoid the one-size-fits-all approach. Your financial goals and circumstances are distinct, deserving a tailored strategy that aligns perfectly with your individuality. Embrace a personalized approach to financial planning that honors your uniqueness and crafts a strategy specifically designed to suit your needs, aspirations, and values.

A fiduciary is someone entrusted with the responsibility of managing another person’s finances or assets. Upon formally accepting this role, they are legally bound to handle the individual’s finances and assets exclusively for the client’s benefit. This obligation involves adhering to the law, which requires prioritizing the client’s interests over those of the fiduciary.

Fiduciary Investment Advice
Interactive Brokers
Fidelity Investments
Charles Schwab
Capital Group
Morningstar Wealth
Lincoln Financial Group
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Assisting Diverse Clients with Excellence

Our clients range from executives to self-employed, retirees to young families, reflecting diverse backgrounds. However, our core mission remains consistent: to assist them in confronting life’s financial hurdles with confidence. Comprising our in-house team of financial experts, we are committed to delivering superior service of the highest caliber to you.

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