Orvil J Elia

Financial planning is simple, but it's not easy. Often, we don’t have the time, an action plan, or clarity on how all the financial pieces fit together. The first step is to establish a relationship with someone who takes the time to learn about your values/dreams and helps you create a personal financial plan that will evolve with you over time.

Following my career as a Firefighter/Paramedic, I began my practice to make a lifetime impact for my clients. I am passionate about working closely with individuals, families and business owners to develop plans that provide structure to their financial lives. After developing an understanding of who you are and what you want, we will work together to provide a clear vision for your future.

The mission of my team and I is to develop enduring relationships with clients by providing expert guidance for a lifetime of financial security. We work with clients to identify their dreams, desires and expectations and then focus on solutions that can help make those goals a reality. We help find the right solutions for personal, family and/or business needs.

I specialize in guiding physicians, senior executives and those in partnership roles to accumulate and protect wealth and manage and distribute it during retirement. Let’s talk about how I can guide you with comprehensive wealth management strategies designed for a lifetime of financial well-being.

Justin is a Financial Advisor with a practice focusing primarily on physicians, contractors and business owners/entrepreneurs that comprise clients in over 20 states. As an advisor, he feels committed to putting his clients before himself. He is a top producer with Northwestern Mutual and has received numerous awards and recognition for his leadership at Northwestern Mutual.

Since launching my practice in 1993 (more than 25 years ago) I have pursued the education and knowledge to meet the evolving needs of my clients. That’s why I’ve achieved the designation of Long-Term Care Specialist, positioning me to assist other advisors and effectively help people plan for inevitable costs in a way that protects their resources and loved ones.