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Proactive And Ethical.

Family Traditions.

The foundation of Elite Retirement Group was built on the principles of preparedness and service, values that continue to guide Patrick Marcell and his team today. Patrick’s early passion for finance led him to establish an independent firm. Now, alongside a dedicated team, Patrick upholds this legacy by combining expertise and strategic planning to help clients achieve stronger financial futures.

Local And

Independent.

At Elite Retirement Group, we are local independent financial advisors. This means that we do not have corporate-centric big box agendas that only serve the company and not our clients. Our only agenda is your agenda. We have access to numerous vetted financial instruments and have the freedom to utilize wealth management philosophies that are specific to and appropriate to meet the needs of your lifestyle.

Attend An

Event.

Join us at our upcoming events, where we connect with our community through meaningful conversations and valuable insights. Just like you, we believe in the power of preparation and perseverance, ensuring you have the knowledge and support to navigate your financial future with confidence.

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Schedule A Visit.

It is important to feel you have control over your future. At Elite Retirement Group, we offer our experience and knowledge to help you design your own strategy for financial independence. Contact us today to schedule a no-obligation introductory visit!

Patrick Marcell

Michael W. Marcell

Matthew Daniels

Victor R. Kizewski

Let's Build Your

Financial Future.

Contact us today for a comprehensive written financial plan.