CFP®, EA, AEP®, CExP™, CAP®
Buckingham Strategic Wealth
Forever standing on the side of our clients.
Meet Elliot Dole
Elliot Dole is a CERTIFIED FINANCIAL PLANNER™ professional whose practice is centered around clients’ needs and dreams. There is nothing more rewarding to Elliot and his team than helping successful families uncover their ideal vision for the future and helping them advance their lives and planning towards realizing that vision.
Elliot possesses specialized knowledge in investments, estate planning, and taxation. Working in collaboration with families and their other advisors such as attorneys and accountants, Elliot and his team are committed to a process which allows each client the opportunity to participate in identifying issues and their best solutions, while overseeing all facets of the family’s financial life.
Elliot has a bachelor’s degree from Colorado College, an MBA from the University of New Orleans, Certificate of Financial Planning from Boston University, and a Master of Science in Taxation from Golden Gate University. He is a member of the National Estate Planning Council (NAEPC), the Estate Planning Council of St. Louis, holds the CERTIFIED FINANCIAL PLANNER™ professional, Enrolled Agent, Accredited Estate Planner®, Certified Exit Planner and Chartered Advisor in Philanthropy Designations. Elliot joined Buckingham in 2009.
Born and raised in St. Louis, Elliot lives in his hometown with his wife, Elise, and their daughter. He is a lifelong learner and a connoisseur of fine ice cream.
Elliot Dole is a Member of the National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.
NAPFA members live by three important values:
- To be the beacon for independent, objective financial advice for individuals and families.
- To be the champion of financial services delivered in the public interest.
- To be the standard bearer for the emerging profession of financial planning.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
Professional Designations & Affiliations
Elliot Dole is a NAPFA-Registered Financial Advisor
The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
Contact Elliot Dole
8182 Maryland Ave
Saint Louis, MO 63105