EFG
@efg.io
Elevate Financial Group — independent wealth management and retirement planning across Virginia and North Carolina.
EFG's Company Logos
EFG's Brand Colors
Hex Code
Color name
RGB
HSL
CMYK
#00579F
Endeavour
0, 87, 159
207, 100, 31
100, 45, 0, 38
#081F36
Black Pearl
8, 31, 54
210, 74, 12
85, 43, 0, 79
#FFFFFF
White
255, 255, 255
0, 0, 100
0, 0, 0, 0
About EFG
Elevate Financial Group is an independent wealth management and retirement planning firm serving individuals and families in Virginia and North Carolina. With more than 30 years of experience, the firm offers personalized financial strategies designed to protect assets, improve cash flow, and support clients’ long-term goals. Its services include investment strategy and portfolio management, with attention to diversification, risk tolerance, and tax efficiency.
The team also assists with legacy and estate planning, including trusts, wealth transfers, and charitable giving, and helps clients analyze income, expenses, taxes, and debt. Retirement planning covers income modeling, Social Security decisions, and 401(k) and IRA strategies. Risk management services include insurance solutions, long-term care planning, and business continuity protection.
Elevate Financial Group describes its approach as family-focused, transparent, and built around lasting client relationships, adapting plans as needs and goals change. The firm has offices in Colonial Heights, Fredericksburg, and Roanoke, Virginia, and Greensboro, North Carolina
Brand industry
Finance
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