Wealth • Purpose • Legacy

You've built a life worth protecting.

Let's make certain your wealth supports it.

You didn't work this hard simply to accumulate more. Your wealth should support the life you've built, the people you love, and the legacy you're still creating.

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When Success Changes the Questions

At some point, the question is no longer whether you've accumulated enough.

It becomes whether everything you've built is working intentionally together.

How do I turn success into lasting security?

How do I care for the people I love without losing sight of myself?

What happens to everything I've built when I'm no longer making every decision?

That's where Ellevation begins.

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Our Philosophy

Wealth is personal.

We believe financial planning should be, too.

At Ellevation, we look beyond accounts, products, and performance to understand the life those assets are meant to support.

Your ambitions. Your responsibilities. Your family. Your concerns. And the legacy you're still building.

True wealth isn't simply about having more. It's about knowing what you have is working intentionally for what matters most.

Who We Serve

Accomplished people navigating consequential decisions.

01

Executive Women

Your career has created opportunity—and complexity. We help bring compensation, investments, retirement, family responsibilities, and long-term vision into one intentional strategy.

02

Business Owners

You've invested years building the business. We help you build wealth beyond it while preparing for succession, retirement, and the legacy that follows.

03

Individuals & Families

As wealth grows, financial decisions become interconnected. We help families bring clarity to investments, retirement, protection, estate considerations, and multigenerational planning.

04

Federal Leaders & Retirees

Years of federal service create valuable benefits—and important decisions. We help translate those benefits into a coordinated retirement and legacy strategy.

Not Just Financial Planning

This is the Ellevation Experience.

Being understood changes everything.

Here, conversations aren't rushed. Questions are welcomed. Complexity is translated. Privacy is protected. And recommendations begin only after we understand what matters to you.

Our role isn't simply to manage wealth. It's to help you feel informed enough to understand it, confident enough to make decisions about it, and intentional enough to use it well.

UNDERSTOOD•
EDUCATED•
PROTECTED•
PREPARED•
EMPOWERED
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Founder • Legacy Architect

Meet Lovie Leach-Yarborough.

For Lovie Leach-Yarborough, wealth has never been only about money. It's about choices. Family. Security. Freedom. And what becomes possible when financial decisions are made intentionally.

As founder of Ellevation Wealth Management & Legacy Planning, Lovie works with accomplished individuals and families who have done the work of building success—and are ready to become equally intentional about what that success makes possible.

Her approach combines financial guidance, education, and deeply personal conversations to help clients see not simply where their money is—but where their life is going.

"I want my clients to understand not simply where their money is—but where their life is going."
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Your Next Chapter

Every legacy begins with a decision.

Perhaps this is yours.

Let's talk about what you're building.

A meaningful financial relationship begins with a conversation.

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ELLEVATIONWealth Management & Legacy Planning

Elevate your wealth. Empower your legacy.

Office
137 National Plaza, Suite 300
National Harbor, MD 20745
888.355.3886
By appointment only.

Legal Disclaimer

Ellevation Wealth Management and Legacy Planning, LLC and Cambridge are not affiliated. Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker/dealer, member FINRA/SIPC. Advisory Services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge does not offer tax or legal advice. Fixed insurance services offered through Ellevation Wealth Management and Legacy Planning. You can find Cambridge's CRS summary here.

This communication is strictly intended for individuals residing in the states of AR, CO, DC, FL, MD, NC, PA, and VA. No offers may be made or accepted from any resident outside the specific states referenced.

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Privacy

We take privacy very seriously. Everything you share with us is confidential to you and the firm. At Ellevation Wealth Management and Legacy Planning, we follow industry standards around privacy. If you ever fear a privacy issue, please let us know so we can get it resolved. For more information on what steps we take to ensure your privacy, please read it here.

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