We help our clients do more than just build, manage, protect, and transfer wealth to the next generation. We help our clients build a Thriving Family Legacy by transferring their virtues, family values, and their wisdom to their children and grandchildren.
Ellevation Wealth Management and Legacy Planning recognizes the value and importance of “seeing yourself” in the professionals you work with. Professionals that honor the history, humanity, and cultural experiences of the individuals they serve.
Ellevation Wealth Management and Legacy Planning was founded by Lovie Leach-Yarborough with a vision of elevating financial planning, wealth management, and legacy planning services with a Family Office-styled approach to her clientele. An approach often thought to be exclusive to the super wealthy and less accessible to aspiring wealth builders. This approach brings higher range, higher quality, holistic services and, as a result of creating strategic partnerships, leads to clients having increased confidence knowing they have added some of the most core members needed to have a solid financial team.
It is her belief that with the right strategy, ambitious professionals and business owners can become seriously wealthy and create more examples that our communities need to see, while living their best lives and leaving a lasting legacy.
Company Details
- Founded
- -
- Address
- 7700 Old Branch Ave,
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- http://www.EllevationWMLP.com
- Keywords
- Legacy Planning, Wealth Management, Retirement Planning, Investment Management, Life Insurance, Risk Management, Financial Planning, Generational Wealth Transfer, Federal Employees Benefits, Inheritance Planning, College Planning, Holistic Services, Client Service, Business Retirement Plans, Intergenerational Wealth Transfer.
- HQ
- Clinton, Maryland
Ellevation Wealth Management And Legacy Planning, Llc Questions
Ellevation Wealth Management And Legacy Planning, Llc's website is http://www.EllevationWMLP.com
Ellevation Wealth Management And Legacy Planning, Llc's LinkedIn profile is https://www.linkedin.com/company/ellevationwealthlegacy
Ellevation Wealth Management And Legacy Planning, Llc's industry is
Financial Services
Ellevation Wealth Management And Legacy Planning, Llc's top competitors are
Clarity Financial Group,
Invictus Growth Partners,
Terra Firma Financial Advisory,
Mint Wealth Management.
Ellevation Wealth Management And Legacy Planning, Llc's categories are Financial Services
Ellevation Wealth Management And Legacy Planning, Llc's founding year is 2023
