Services Offered
Personalized Financial Planning
Customized strategies tailored to your long-term goals, including budgeting, savings, and debt management.
Wealth Management & Investment Advisory
Expert portfolio management with diversified investment options to maximize growth and secure your financial future.
Retirement Planning
Comprehensive plans for retirement, including 401k transfers, IRA management, and early retirement strategies.
Fiduciary Advisory Services
Trustworthy, client-focused advice with a legal duty to act in your best interest, ensuring transparency and confidence.
Estate Planning Guidance
Assistance with estate strategies to protect and transfer wealth efficiently for future generations.
Reviews
5(5 reviews)
Rating Distribution
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Rick Costa
via Google
8 months ago
Chris has been excellent throughout the time we've been working on my portfolio. He brings ideas that are well beyond the basic financial advisory while also providing a sounding board for concepts I've considered beyond our relationship. I have profited from his advice and have also explored new opportunities that I would have never known about without our interaction.
B
Brian Haggertyvia Google
9 months ago
Chris Athens has given us clarity in our financial plan and has gone beyond expectations. He literally sat on the phone with us for over an hour, on hold, to assist with a 401k transfer. Chris is much more than our advisor and fiduciary. Highly recommend.
D
Dori Haggertyvia Google
9 months ago
Elevate Financial Planning & Wealth Management offers knowledgeable, personalized financial guidance with a clear focus on client long-term goals. Chris is responsive, trustworthy, and committed to ensuring we feel confident about our financial future. I highly recommend them for anyone seeking thoughtful and professional financial planning!
M
Mira Thomasvia Google
over 1 year ago
Chris Athens and Elevate as a whole has been an outstanding asset on my financial journey. Chris's expertise, patience, and customized approach have assisted me in formulating a clear plan for my future financial goals. He consistently took the time to clarify my options and address my inquiries, instilling confidence in my investment decisions. My portfolio has witnessed considerable growth, and I enthusiastically recommend Elevate Financial and Chris Athens to anyone seeking top-tier financial guidance.
J
Jeffrey Koontzvia Google
almost 2 years ago
I have been an Elevate Financial Planning client for a number of years working with Jonathan. He is very prompt, responsive, communicative and has provided me with a number of great options to invest my personal and retirement funds. My accounts have grown substantially over the years, and I will be able to retire before my expected retirement date if I desire. This is a result of the creative financial planning ideas that we have implemented over time. I have recommended him to my family members and friend's and they have enjoyed his efforts and significant financial results as well.
