A complete list of active advisors currently associated with Ellevate Advisors

Warmer can help you find a great advisor at Ellevate Advisors or one who fits your needs even better.

Ellevate Advisors is a small, state-registered advisory firm that provides ongoing comprehensive financial planning and hourly business coaching to individuals, business owners, and corporate clients. The firm maintains a limited client roster and does not act as a discretionary investment manager or accept custody of client assets. It delivers planning as an ongoing, retainer-style engagement with periodic reviews and a written plan, and offers hourly coaching sessions that produce operational deliverables such as workflow and meeting templates. Investment recommendations may be made within financial plans, but clients are expected to implement transactions and select custodians themselves. Notably, Ellevate does not provide portfolio management services, does not charge percentage-of-assets fees, and reported no assets under management as of December 31, 2025—features that are uncommon among similar supported firms. The practice pairs traditional planning topics (retirement, estate, longevity) with exit-planning and faith-oriented advisory credentials, reflecting a focus on business-owner and advisor clients that differs from typical small advisory firms.

To learn more about the advisors currently working at Ellevate Advisors, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.