Insights

Fiduciary Advantage As a fee-only independent fiduciary advisor, Elevate Wealth Advisory prioritizes client interests. This trust-first positioning can be leveraged to offer fiduciary-compliant software, compliance services, or client-education tools to prospective partners and vendors.

Digital Marketing The firm’s tech stack includes WordPress, Cloudflare, Google Cloud, and Nginx, indicating a mature digital presence. This opens opportunities for marketing automation, SEO optimization services, CRM integration, and secure hosting or cybersecurity offerings to support client growth.

Regional Growth Located in Athens, GA with 11-50 employees and mid-range revenues, Elevate appears positioned for regional growth in the southeastern U.S. Potential sales opportunities include partnerships with custodians and fintech platforms seeking RIAs to expand local client bases.

Tech Investing Recent commitment to Alphabet shares shows a tech-forward investing approach. This may create demand for advanced investment research tools, portfolio analytics, and access to thematic or AI-driven investment insights to enhance client recommendations.

Competitive Enablement Facing competition from large RIAs, the firm could benefit from scalable back-office and onboarding solutions, fiduciary-compliant reporting, and automated compliance training to support growth and differentiation.

Elevate Wealth Advisory Tech Stack

Elevate Wealth Advisory uses 8 technology products and services including html5media, WordPress, Cloudflare, and more. Explore Elevate Wealth Advisory's tech stack below.

html5media

Audio, Video, Graphics

WordPress

Content Management System

Cloudflare

Content Management System

Network Solutions

Domain Name Services

Google Cloud

Infrastructure As A Service

Google Maps

Maps

Nginx

Web Servers

Magnific Popup

Web Tools And Plugins

Elevate Wealth Advisory Email Formats	Example	Percentage
First@vickeryfinancial.com	John@vickeryfinancial.com	100%
First.Last@elevate-wealth.com	John.Doe@elevate-wealth.com	100%

Elevate Wealth Advisory Email Formats

Example

Percentage

First@vickeryfinancial.com

John@vickeryfinancial.com

100%

First.Last@elevate-wealth.com

John.Doe@elevate-wealth.com

100%

Frequently Asked Questions

Where is Elevate Wealth Advisory's headquarters located?

Elevate Wealth Advisory's main headquarters is located at 2500 Daniells Bridge Road Building 200 Suite 2b Athens, Georgia United States. The company has employees across 2 continents, including North AmericaEurope.

What is Elevate Wealth Advisory's phone number?

You can contact Elevate Wealth Advisory's main corporate office by phone at

+1-706-353-****

. For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Elevate Wealth Advisory's official website and social media links?

Elevate Wealth Advisory's official website is elevate-wealth.com and has social profiles on LinkedIn.

What is Elevate Wealth Advisory's NAICS code?

Elevate Wealth Advisory's NAICS code is 52 - Finance and Insurance.

How many employees does Elevate Wealth Advisory have currently?

As of June 2026, Elevate Wealth Advisory has approximately 16 employees across 2 continents, including North AmericaEurope. Key team members include President/Ceo: D. R.Executive Assistant To Chief Executive Officer: D. S.Vice President, Wealth Adviser: B. R.. Explore Elevate Wealth Advisory's employee directory with LeadIQ.

What industry does Elevate Wealth Advisory belong to?

Elevate Wealth Advisory operates in the Financial Services industry.

What technology does Elevate Wealth Advisory use?

Elevate Wealth Advisory's tech stack includes html5mediaWordPressCloudflareNetwork SolutionsGoogle CloudGoogle MapsNginxMagnific Popup.

What is Elevate Wealth Advisory's email format?

Elevate Wealth Advisory's email format typically follows the pattern of First@vickeryfinancial.com. Find more Elevate Wealth Advisory email formats with LeadIQ.

When was Elevate Wealth Advisory founded?

Elevate Wealth Advisory was founded in 1982.

Elevate Wealth Advisory

Q: How many employees does Elevate Wealth Advisory have currently?

Elevate Wealth Advisory has approximately 16 employees.

Q: What technology does Elevate Wealth Advisory use?

Elevate Wealth Advisory's tech stack includes jQuery, DoubleClick Floodlight, Network Solutions, Nginx, UserWay.

Q: What is Elevate Wealth Advisory's NAICS code?

Elevate Wealth Advisory's NAICS code is 52 (Finance and Insurance).

Financial ServicesGeorgia, United States11-50 Employees

Elevate Wealth Advisory is an independent investment advisor and fee only financial planner based in Athens, Georgia. The firm operates under a fiduciary duty, providing investment guidance that prioritizes the interests of clients. It focuses on delivering comprehensive, personalized financial plans intended to protect, manage, and grow the wealth of clients. As a smaller to mid sized practice, it functions within the financial services landscape to support individual financial goals.

It serves individuals seeking objective, personalized advice and planning in the Athens region. Positioned as an independent, fee only advisor, the firm avoids commission driven product recommendations and emphasizes tailored long term wealth management.

Insights

Similar companies to Elevate Wealth Advisory

Charles Schwab

Northwestern Mutual

Ameriprise Financial

Fidelity Investments

LPL Financial

Merrill Lynch

Raymond James

Edward Jones