About us

President & founder: richard suder, cfa, CFP®, CHFC®, CLU®

Yillion Family Office is the DBA of Auri Elan Financial Group.


Richard Suder, CFA, CFP®, ChFC®, CLU® is the President and Founder of Auri Elan Financial Group.

Richard is an independent financial advisor with more than 17 years of experience. He focuses on providing a wide array of services including comprehensive and customized investment management, wealth transfer and estate planning, charitable giving, and etc. to ultra-high net worth investors and families.

Please click on LinkedIn and BrokerCheck logos to review his profiles.

Richard's hobbies include gardening, photography, philately, numismatics and etc. Richard and his family resides in Newton, MA.

Please contact Richard for a complimentary phone or Zoom consultation. If applicable, Morningstar Instant X-Ray will be used to evaluate your asset allocation and sector weightings, uncover concentrated positions, and view the stock holdings behind your mutual funds. View a sample Instant X-Ray report.


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prestigious designations

There are many reasons why leaders across the investment industry trust their firms’ futures to CFA® charterholders.

  • Earning the CFA® charter is a highly selective process. Fewer than one in five candidates become a CFA charterholder.

  • It takes an average of 1,000+ hours of rigorous study, along with four years of professional experience and successful completion of the CFA® Program exam, to earn the distinction of being called a Chartered Financial Analyst® charterholder.

  • All CFA charterholders are required to annually attest to their compliance with the CFA Institute Code of Ethics and Standards of Professional Conduct.

  • The CFA® credential is the professional standard of choice for more than 31,000 investment firms worldwide.


THE STANDARD OF EXCELLENCE

For more than 30 years, CERTIFIED FINANCIAL PLANNER™ certification has been the standard of excellence for financial planners. CFP® professionals have met extensive training and experience requirements, and commit to CFP Board's ethical standards that require them to put their clients' interests first. That's why partnering with a CFP® professional gives consumers confidence today and a more secure tomorrow.

The ChFC® is an acronym for Chartered Financial Consultant®. This certification program is offered by The American College of Financial Services to individuals who have completed an intensive program of study in the area of financial planning. The designation is earned once the financial professional has met all requirements to be recognized as an authoritative practitioner in financial counseling and planning. The designation is also available for individuals who have met specific educational and experience guidelines.

The financial services industry has long relied on the Chartered Life Underwriter® (CLU®) designation as the benchmark to determine who has extensive knowledge of life insurance. The CLU® designation is issued by The American College of Financial Services. The CLU® designation is helpful when evaluating the life insurance underwriting and risk management needs of business owners and professionals, and can be an important factor in debt agreements. The CLU® designation is also instrumental in regards to life insurance law within the context of overall risk management and helping clients to address their estate planning needs.