Who we are

Representing over 60 years of experience in the wealth management business, Elite Resource Partners embraces the old adage “it’s not what one makes, it’s what one keeps that makes the difference.”  Elite Resource Partners traces its roots to 1985 when King Mohamed and Associates was formed with Marvin King.  Decades later we offer unique collaboration as well as a high level of support to the advisor community.

The birth of Elite Resource Partners resulted from a desire to build a firm that offers our strategic partners, CPAs, attorney and advisors, nationally known experts in many areas, easily accessible for use in case situations.

Jan built the business by actively coordinating with the advisors on all client situations.  This teamwork on cases resulted in meaningful relationships which is the missing link in most situations and is essential for the creation, development and on-going management of a successful strategy or legacy.  Friends work better together.

Clients and, many times, their advisors come to Elite Resource Partners not only for our processes but for our network of nationally recognized experts that are only a phone call away.  Our clients or the advisor’s clients may be approaching retirement, selling a business, dealing with business continuity issues, inheriting wealth, planning for the next generation or they simply want their team to develop a better overall strategy. In most cases, the CPA and all involved are looking for a firm to serve as the coordinator or “quarterback” to manage the process as they develop the client’s broader financial picture. Regardless of the specific motivation, they appreciate our firm because we are committed to the fiduciary standard and dedicated to making this a great experience for all who are involved.

It starts with a personal conversation!