Elan Planning & Wealth Management is an independent, fee-only Registered Investment Adviser (RIA) based in Stoneham, Massachusetts. The firm focuses on providing comprehensive financial planning and investment management services tailored to individuals and families. Their mission is to guide clients toward financial independence through objective, proactive advice, acting as a fiduciary to always place their clients' interests first. They emphasize a personalized approach to help clients navigate complex financial decisions and achieve their long-term goals.

Founded in

Canada