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We believe you deserve to be equipped with the tools and resources to confidently live your best life. We combine our knowledge and experience to help you grow and align your wealth so you can realize the life you envision.
Navigating your finances through each phase of life requires more than just a plan. It requires a partner. Through life’s ups and downs, our team is here to add insight, offer reassurance, and amend your plan so you can reach your ideal future.
Navigating your finances through each phase of life requires more than just a plan. It requires a partner. Through life’s ups and downs, our team is here to add insight, offer reassurance, and amend your plan so you can reach your ideal future.
We’ve spent decades perfecting a collaborative three-step process that helps us discover your goals, craft a plan to achieve them, and grow your wealth over time so that you can live your best life.
Embark on a personal discovery process to identify elements of your life that will shape the design of your financial strategy.
We belong to a small percentage of companies that act as a fiduciary, meaning we are legally and ethically bound to put your best interests ahead of our own when making recommendations.
We belong to a small percentage of companies that act as a fiduciary, meaning we are legally and ethically bound to put your best interests ahead of our own when making recommendations.
What are your hopes? To support your favorite causes? To send your children or grandchildren to college? To feel confident you have enough? Your life—your dreams, desires, and the impact you want to make on this world—are the starting point for our unique evidence-based planning approach.
What are your hopes? To support your favorite causes? To send your children or grandchildren to college? To feel confident you have enough? Your life—your dreams, desires, and the impact you want to make on this world—are the starting point for our unique evidence-based planning approach.
Our experienced team works together to serve you… an ensemble approach that combines each team member’s unique strengths and knowledge to support you and help you along your journey.
Our experienced team works together to serve you… an ensemble approach that combines each team member’s unique strengths and knowledge to support you and help you along your journey.
Elevate frequently offers strategic and informative webinars to help you get one step closer to living your best life.
Elevate frequently offers strategic and informative webinars to help you get one step closer to living your best life.
Elevate Wealth Advisory grew out of Vickery Financial, a planning firm with a legacy of service in the Athens, Georgia area that dates back nearly 40 years.
Elevate Wealth Advisory grew out of Vickery Financial, a planning firm with a legacy of service in the Athens, Georgia area that dates back nearly 40 years.
Our ‘ensemble’ approach helps ensure that investors and their assets are supported in far greater ways than what an individual manager can provide.
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