We are Elevate Wealth Advisory

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.

LEARN MORE ABOUT US >

A clear path on life's winding road

A clear path on life’s winding road

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.

MORE ABOUT ELEVATE >

A clear path on life’s winding road

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.

MORE ABOUT ELEVATE >

A clear path on life's winding road

The Elevate Experience

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.

Discover

Discover

plus

Embark on a personal discovery process to identify elements of your life that will shape the design of your financial strategy.

Plan

Plan

plus

Together we will build a custom plan with clear objectives and attainable action items, using academic research and financial science to increase your odds of success.

Grow

Grow

plus

Live your life boldly, and leave markets, planning approaches, and tax strategies to us. Your plan evolves as your life evolves.

 

Our Commitment To You

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.

REQUEST A CONSULTATION WITH US >

Our Commitment To You

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.

REQUEST A CONSULTATION WITH US >

 
 

Elevate Advisory Services

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.

MORE ABOUT OUR SERVICES >

Elevate Advisory Services

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.

MORE ABOUT OUR SERVICES >

 
 

Get To Know Us

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.

LEARN MORE ABOUT US >

Get To Know Us

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.

LEARN MORE ABOUT US >

 
 

Attend an Elevate Webinar

Elevate frequently offers strategic and informative webinars to help you get one step closer to living your best life.

SEE UPCOMING WEBINARS >

Attend an Elevate Webinar

Elevate frequently offers strategic and informative webinars to help you get one step closer to living your best life.

SEE UPCOMING WEBINARS >

 
 

A Legacy of Service

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.

DISCOVER OUR HISTORY >

A Legacy of Service

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.

DISCOVER OUR HISTORY >

 

Are you ready to begin living your best life?

  • WealthWise Video SeriesWealthWise logo

    WealthWise brings insightful, actionable financial advice to help clients stay on the right path toward meeting their life goals. Start your journey today, and watch WealthWise!

    Watch Now

  • Client Portal »

    My Advisor CenterView your custom portfolio allocation, and sign up for e-delivery of your quarterly summaries.


    Schwab Alliance »

    Charles SchwabLogin to view your Schwab account and add or update your e-delivery preferences.


    Pershing »

    NEXT InvestorLogin to view your Pershing account and add or update your e-delivery preferences.