Peter M. Eliason
Founding Member & Senior Financial Advisor-
Pete Eliason, Financial Advisor, Partner & Founder
Barron’s Top 1200 Financial Advisors in the U.S.
Pete Eliason founded Eliason Financial in 2003 to help clients build and preserve wealth at every stage of their lives. As the firm’s senior financial advisor, he develops tailored wealth building and retirement strategies, and manages individual, business and foundation client portfolios. With a focus on estate and retirement planning, Pete invests client savings and earned assets, using the right financial tools at the right time.
Pete holds his Series 7 and 66 securities registrations, is a principal in the industry holding his series 24 and is insurance licensed, allowing him to offer health and life insurance as part of a comprehensive estate plan for individuals and businesses. He earned his bachelor of science in finance with a concentration in financial services and business administration from the University of Wyoming, and his accreditation in trust and estate planning from Cannon Business School in North Carolina. Pete coaches youth soccer and is an avid hunter, spending many early mornings in the Bighorn Mountains with his daughters. He has been a trusted advisory board member for the Whitney Foundation in Sheridan, Wyoming since 2011.
The Barron’s Top 1,200 Financial Advisors is a select group of individuals in each state with the number of ranking spots determined by each state's population and wealth. The rankings are based on assets under management, revenues generated by advisors for their firms, and the quality of the advisors practices. Investment performance in not an explicit criterion because performance is often a function of each client's appetite for risk. In evaluating advisors, Barron's examines regulatory records, internal company documents and 100-plus points of data provided by the advisors themselves. for more information, please go to http://www.barrons.com/report/top-financial-advisors