About Elite Financial Group

We provide a reliable, cost-effective resource for our clients as they make financial and retirement decisions designed to create and augment assets, and conserve wealth.

Who We Help:

Business Owners

We work to actively plan for your success and prosperity.

Federal Employees

Maximize your benefits with a Free Federal Benefits Analysis.

Individuals & Families

Develop a financial model to build wealth and security.

About Elite Financial Group

Our Mission

To act as a resource for our clients and treat their financial decisions as if they were our own.

For our clients to proudly recommend us as their most trusted advisor to their friends, family and co-workers.

What Sets Us Apart

We use a Coaching approach. First, we work with clients to assemble all relevant information through a proven proprietary questionnaire system called LEAP. This involves pre-meeting “homework” on the part of the client, followed by an in-person meeting with one of our financial professionals. All of which is provided at no cost. Once your goals are clear and your resources are defined, we can create a comprehensive proposal aimed at meeting your financial goals.

Your Most Trusted Advisor

Our comprehensive planning takes place in three steps:


Present Plan Analysis

First is present plan analysis. Understanding what you have in place and how you have made financial decisions in the past.


Second, we educate you about what opportunities are available and carefully scrutinize the different options and weigh their outcomes on our financial model.

Implement Plan

And lastly, we implement the plan that most effectively grows your wealth, minimizes risks, and allows us to distribute the maximum amount of net dollars to you, your family, and to charities. All of our planning decisions will be mathematically verifiable as the correct course of action and will remain flexible to adapt to tax law changes, market volatility, or other variable conditions.
“To act as a resource for our clients and treat their financial decisions as if they were our own.”

Contact Us


17B Firstfield Rd. Ste 108
Gaithersburg, MD 20878


 (240) 912-7507

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Elite Financial Group (EFG) is a registered investment adviser located in Gaithersburg, MD. EFG may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements. EFG’s web site is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment-related information, publications, and links. Accordingly, the publication of EFG’s web site on the Internet should not be construed by any consumer and/or prospective client as EFG’s solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet. Any subsequent, direct communication by EFG with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. For information pertaining to the registration status of EFG, please contact the state securities regulators for those states in which EFG maintains a registration filing. A copy of EFG’s current written disclosure statement discussing EFG’s business operations, services, and fees is available at the SEC’s investment adviser public information website – adviserinfo.sec.gov or from EFG upon written request. EFG does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to EFG’s web site or incorporated herein, and takes no responsibility therefor. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly. This website and information are provided for guidance and information purposes only. Investments involve risk and unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy. This website and information are not intended to provide investment, tax, or legal advice. Insurance products and services are offered and sold through EFG and individually licensed and appointed insurance agents.