Broker Check

A Rising Tide Lifts All BoatsA Plan Built Around You

Confidence in Where You're Going

We combine financial planning and wealth management under one team, giving each client a more complete approach to their financial life than either discipline provides alone. We measure every engagement by how much clearer and more confident our clients feel by the time we're done.

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What We Do Planning That Goes Further

What We Do Planning That Goes Further

 The financial decisions that matter most at this stage rarely exist in a single category. Tax strategy, estate planning, employee benefits, investment management, and retirement timing all affect each other, and a plan that addresses only part of the picture leaves the rest unaccounted for. We offer financial planning and wealth management under one team, giving each client the flexibility to choose what fits their situation, with advisors who understand how all of it connects.

Who We Serve Those Moving Toward a Plan That Holds

The people we work with are down-to-earth and at different stages of life, each looking for clear, practical guidance rather than financial jargon. Where they live matters less than who they connect with. Every office serves clients across the US, so people often start with whichever one is closest, then stay with that advisor whether they move to the next town or the other side of the country.

01 / 04 Pre-Retirees

01 / 04 Pre-Retirees

Approaching retirement in the next decade and ready to build a plan grounded in a real timeline.

02 / 04 Retirees

02 / 04 Retirees

In or nearing retirement and focused on protecting and preserving what a lifetime of work has built.

03 / 04 Business Owners

03 / 04 Business Owners

Running a business while planning for the personal financial future the business doesn't cover on its own.

04 / 04 Professionals and Families

04 / 04 Professionals and Families

Building a financial life around career milestones and family priorities that deserve a coordinated, comprehensive plan.

How We Help The Services Behind a Complete Plan

We offer a comprehensive range of financial planning and wealth management services, each working to support a client's complete financial picture. Whether the priority is retirement income, investment management, tax exposure, estate planning, or the unique needs that come with owning a business, we have the depth to address it.

Employee Benefits Insight


We help you understand the full value of your employer benefits, from 401(k) coaching and stock options to contribution optimization.

Retirement Strategies


We help you build toward retirement with a plan grounded in your real timeline, income needs, and the long career you're stepping away from.

Tax Strategy 


For employees, 1099 workers, and business owners, we build proactive tax plans that account for today's income structure and the years ahead.

Estate Planning 


We help you protect and transfer what you've built through wills and living trusts designed to reflect your intentions.

Portfolio Management 


Across IRAs, Roth IRAs, and brokerage accounts, we manage your investments with your goals in mind, adjusting as your situation evolves.

Business Owner Services


We connect compensation structure, equity planning, tax strategy, and exit planning for business owners into one coordinated financial approach.

Who We Are Collaboration Over Competition

Who We Are Collaboration Over Competition

We started Elevate in 2023 after leaving a culture that focused on competition, we chose to build a collaborative team guided by Leadership, Integrity, Excellence, Relationships, and Health. Our advisors combine expertise across financial planning and wealth management, and the people we serve describe us as communicative, trustworthy, and proactive.

Mission Statement

A rising tide lifts all boats. Our commitment to the highest standard of performance creates an elevated quality of life.

elevate financial planning and wealth management

Free Quiz How Much Do You Know About Investing?

These days, investing in financial markets is a common practice. Yet, many Americans remain under-informed about how various investment products really work. Want to know how you rank? Challenge yourself with our brief quiz, "Test Your Investing IQ."

Our Process From First Conversation to Ongoing Partnership

Our process moves clients from uncertainty to clarity, not just in the first meeting, but through every step of the relationship that follows.

Step 01 Listen and Learn

We spend the first meeting listening and learning about your situation, then offer concrete takeaways before you leave.

Step 02 Assess and Recommend

We present a clear picture of where you currently stand alongside specific, practical recommendations built around your goals.

Step 03 Build and Execute

We execute your plan together, walking through each piece methodically until strategy becomes action.

Step 04 Review and Adapt

We meet quarterly to review progress, build on what's working, and adjust for whatever has changed in your life.

Ready to Start the Conversation Ready When You Are

The right financial plan starts with understanding the real details of your life, and we'd like to start that conversation with you. Schedule a consultation today and let's talk about where you are, where you're going, and what a plan to get there actually looks like.

St Petersburg, FL

9400 4th St N
Suite 201
Saint Petersburg, FL 33702

(727) 478-8886

Chattanooga, TN

1200 Premier Drive
Suite 225
Chattanooga, TN 37421

(423) 561-1933

Knoxville, TN

200 East Broadway Ave
Suite 506
Maryville, TN 37804

(865) 285-4623

Fort Lauderdale, FL

200 East Las Olas Boulevard
Suite 1449
Fort Lauderdale, FL 33301

(727) 241-8600
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