Elie Engler is passionate about making people’s lives better. Whether educating his clients in their financial lives, mentoring new associates, or serving his local community in Atlanta, he strives to have a positive and lasting impact on the lives of the people he meets.
Elie’s interactions with his clients are characterized by his determination to bring comfort and clarity to the sometimes-overwhelming area of personal finance. His strength lies in simplifying the process for his clients by working with them to establish short and long-term goals. He focuses on educating clients on important financial topics including protection, cash flow and savings. Once his clients are educated and organized, Elie helps them implement strategies to reach their financial goals, recognizing that the decisions his clients make today will have a lasting impact on their financial future. Uniquely qualified to advise clients in the areas of financial planning, tax strategies, insurance, estate planning, and retirement, Elie is committed to always acting in his clients’ interests.
As the son of a dentist, with a doctor for a brother, Elie has a unique perspective into the lives of medical professionals, and created Physician Financial Group to ensure this sect has access to the financial education and resources that speak directly to them.
A frequent speaker across the industry, Elie is also a Living Balance Sheet Faculty Member. He has been quoted in the Wall Street Journal as a subject-matter expert as well. With a strong passion for giving back, Elie also mentors and trains other advisors around the country.
Elie has achieved significant recognition in his community and the industry for his work. He was named one of Atlanta Jewish Times' 40 Under 40 in 2019. He was also named one of NAIFA Atlanta's Top 40 Advisors Under 40 from 2011-2013 and 2015-2022. He achieved the Five Star Wealth Manager Award from 2015-2023.*
Family is at the center of Elie’s life. He lives in Sandy Springs with his wife, Elisheva, three kids, and a rescue dog. Elie devotes countless hours to volunteering within the community, including board and committee involvement. A graduate of the University of Wisconsin–Madison, he remains a proud Badger.
Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY.