Dr. Li Elite Academy is a financial education and wealth management organization based in Richardson, Texas. Founded in 2015, it serves families, entrepreneurs, and business owners through financial education, personalized guidance, and strategic planning designed to support secure, sustainable wealth building. Its approach emphasizes helping clients understand not only what financial choices to make, but why those choices matter.

Services include financial literacy programs, asset protection, retirement planning, tax planning, investment strategies, risk management, and college funding guidance. Retirement support covers 401(k) optimization, IRA management, and Social Security planning, while college services include financial aid applications and education funding strategies. The academy also provides entrepreneur coaching, including business plan development, mentorship, and guidance on funding opportunities, as well as support for established owners seeking to address growth challenges. Insurance solutions include health, life, property, and specialty coverage from carriers described by the organization as top-rated.

Dr. Li Elite Academy combines education and financial services to help clients plan for their futures, protect assets, and build lasting financial foundations.