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Elevate Financial Group

EST. AUM
$500,000,000

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Firm Details

Metro area Richmond
CRD Number
Website efg.io
Client types

Overview

Elevate Financial Group (EFG) is an independent wealth management and retirement planning firm serving clients across Virginia and North Carolina, with offices in Colonial Heights, Fredericksburg, and Roanoke, Virginia, and Greensboro, North Carolina. With decades of combined experience, the firm specializes in retirement planning, investment management, and holistic wealth strategies for individuals and families navigating life transitions and legacy planning. Securities and investment advisory services are offered through Hornor, Townsend & Kent, LLC (HTK), a registered investment adviser, though EFG operates as an independent entity unaffiliated with HTK. The firm maintains a team of ten wealth advisers across its four locations.

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Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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