Founded by Ken Smith, Elite Resource Team positions itself as a strategic partner for CPAs, financial advisors, and attorneys. The company's core mission is to equip these professionals with specialized, high-level tax reduction strategies and business advisory services for their high-net-worth clients. Rather than competing with them, Elite Resource Team acts as a back-office support system, providing the necessary expertise, tools, and case support to help advisors enhance their value proposition, increase revenue, and improve client retention.

Founded in

United States