Ellevation Wealth Management and Legacy Planning

About Ellevation Wealth Management and Legacy Planning

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.

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