Wealth Advisor

Elliot Dole, CFP®, EA

Elliot Dole is a CERTIFIED FINANCIAL PLANNER™ professional whose practice is centered around the needs of his clients. There is nothing more rewarding to him than building deep, long-term relationships with clients and helping them achieve their most important goals.

As a wealth advisor, Elliot is focused on building tax-efficient financial plans. With specialized knowledge in taxation, Elliot applies his skill set to help clients increase after-tax returns throughout and even beyond their lifetimes. He works with clients to overcome distinct challenges they face during different stages of their financial life, both in the accumulation and the spenddown phases. 

Elliot has a bachelor’s degree from Colorado College, his MBA from the University of New Orleans, and a Certificate of Financial Planning from Boston University. He is pursuing a Master of Science in Taxation from Golden Gate University. He is a member of the National Association of Personal Financial Advisors (NAPFA), the Financial Planning Association (FPA), and holds the Enrolled Agent designation. Elliot joined Buckingham in 2009.

Born and raised in St. Louis, Elliot lives in his hometown with his wife, Elise. He is a lifelong learner and a connoisseur of fine ice cream.

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Let's look at the big picture, together.