Elevate Financial Planning & Wealth Management

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William Kleinert

über Google

Aidan has been a fantastic financial advisor to work with. He’s extremely professional, knowledgeable, and always takes the time to explain things clearly. What really stands out is his patience—he never rushes the process and makes sure I fully understand every decision. I feel confident knowing my finances are in good hands and would highly recommend him to anyone looking for thoughtful, reliable guidance.

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Rick Costa

über Google

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.

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Wayne Scott

über Google

I have been with Elevate Financial Planning and Chris Athens since before they started Elevate. They have always helped me make the right decisions as I near retirement.

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Brian Haggerty

über Google

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.

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Dori Haggerty

über Google

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!