Ellevate Advisors
@ellevateadvisors.com
Financial Advisors rarely plan for themselves like they do for their clients. Ellevate Advisors provides financial planning and business consulting for advisors so they can secure their family's future and create a business that lasts.
Ellevate Advisors's Company Logos
Ellevate Advisors's Brand Colors
Hex Code
Color name
RGB
HSL
CMYK
#DBB66C
Apache
219, 182, 108
40, 61, 64
0, 17, 51, 14
#222222
Mine Shaft
34, 34, 34
0, 0, 13
0, 0, 0, 87
#55ACEE
Picton Blue
85, 172, 238
206, 82, 63
64, 28, 0, 7
About Ellevate Advisors
Ellevate Advisors provides financial planning and business consulting designed specifically for financial advisors. The firm helps advisors plan for their own families and businesses with the same care they bring to their clients, addressing personal financial security alongside the long-term strength of an advisory practice. Its services include financial planning for advisors and their families, continuity planning for unexpected events, and succession and exit planning.
Advisors can get guidance on preparing for retirement, buying into a firm, identifying and preparing a successor, and creating plans for a possible emergency exit. Ellevate also offers coaching to support business and life transitions, combining strategic knowledge of the financial advisory industry with a therapeutically informed approach. The team includes Brooklyn H.
Brock, a CFP®, CEPA®, ChFC®, and CKA®, and Tiffany Lee, a CPRC. Ellevate Advisors invites prospective clients to schedule a free consultation and also provides resources through its blog and client portal. Its work is focused on helping advisors protect their families’ futures and build businesses designed to last
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Finance
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