Elevate Financial Planning and Wealth Management

06/10/2026

Is this year flying by for everyone or just us!? Right now it’s summer spending, then back to school, Fall trips and everything in between. Make sure you have your priorities aligned to crush your goals and fuel your dreams by getting started with a budget.

Stress LESS in 2026! Fill out our New Client form to get started.

https://forms.cloud.microsoft/r/Vn1H9P9x8f

06/09/2026

Many older Americans say they underestimated things like healthcare costs, inflation, how long retirement lasts, the importance of savings, etc.

Retirement isn’t just an age.

It’s a financial season that requires preparation.
Future-you deserves a plan. Start today by scheduling a Free Retirement Analysis with one of our trusted fiduciary advisors. Leave us a comment to get started.

06/08/2026

The choices you make financially over the next 10 years could completely change your family’s future.

Small habits lead to:
paid-off homes
retirement accounts
college funds
freedom
options
financial peace

Where do you want to be financially in 10 years? If you’re unsure what to prioritize or where to begin, fill out our New Client Form and we will match you with the best Fiduciary Advisor to meet your needs.
https://forms.cloud.microsoft/r/Vn1H9P9x8f

05/28/2026

5-minute financial read:

How do Income Taxes Work?

A quick look at how federal income taxes work.

05/26/2026

What's different about meeting with a Fiduciary Advisor?

A fiduciary advisor can help maximize your retirement by focusing on what’s in your best interest, not sales incentives or product quotas. They focus on building personalized plans for income distribution, so your savings are used in a way that supports both your lifestyle and long-term security. They can help coordinate investments, taxes, and withdrawal strategies so you’re not losing more than necessary to fees or inefficient planning. A good fiduciary also helps you prepare for risks like market downturns, inflation, and rising healthcare costs, while making sure your plan stays flexible as life changes. Ultimately, their role is to help you turn your life’s savings into a reliable, sustainable income that supports peace of mind throughout retirement.

If you're interested in chatting with one of our advisors, send us a message!

05/21/2026

We're here to help.

05/11/2026

If you use a Budgeting App, what's your favorite?

05/07/2026

Working at Elevate: Financial Consultant, Drake Wellborn

1. Why did you leave your previous career or choose this over another career path?
I chose this career path because it offered an immediate opportunity for growth. Along with that, the fact that I am building my own book makes it that much more personal and pushes me to work harder for my clients.

2. Why did you choose financial planning specifically?
I chose planning because of the fact that it combines the personal side of the business with the quantitative side. This allows me to have confidence in the work that I present to prospects and clients because I am part of every step of the process.

3. Why did you choose Elevate Financial Planning and Wealth Management?
What stood out most, was the fact that everyone is here to support each other and see each other do well. When one person has something go their way, others seem to feed off that success as well. This is on top of the fact that I view the folks I work with not just as "coworkers" but good friends.

4. What do you love most about your work now?
I like the fact that I can genuinely see people make progress toward their goals, and the fact that I get to be a small part of that is rewarding in itself.

5. What do you love about the team/culture at Elevate?
I like that everyone is working toward the same goal of helping our clients gain a confident stance in the financial world, and is perfectly willing to help others achieve that same goal.

6. How has Elevate supported your growth?
My Team Lead, Jack Dickerson, has been a monumental help in showing me how to do things in an effective manner as well as how to be a proficient resource for clients and prospects alike.

7. What would you say to someone considering this career?
Anything worth doing is hard. It will be a lot of work in the. beginning, but it is very neat to see yourself progress in every area. That's my favorite thing, that I can see myself getting better and that translates into success for my clients.

Drake Wellborn works at our Chattanooga, TN branch. Stop by this location or send us a message, we would love to share more about starting your career at Elevate.

5.0 ⭐ · Financial advisor in Chattanooga, Tennessee

04/24/2026

New Branch Alert!
Let’s congratulate Dylan Paskell, Financial Advisor on the launch of our newest Elevate branch!

We’re excited to see his leadership and dedication expand our mission of helping families build and protect their financial future. Growth isn’t just about numbers, it’s about impact. And we’re ready to make more of it in Knoxville, TN.

Stop by our newest location at 200 E Broadway Ave Ste 506 Maryville, TN 37804 Fifth floor, right corner.

04/21/2026

What’s your biggest financial distraction right now?