We help our clients do more than just build, manage, protect, and transfer wealth to the next generation. We help our clients build a Thriving Family Legacy by transferring their virtues, family values, and their wisdom to their children and grandchildren.

Planning for Your Life, Lifestyle, and Lasting Legacy.

Managing finances can be challenging, but you don’t have to approach it with uncertainty. We’re here to help you reach your goals and achieve financial freedom. With our unique process, we guide you through the best way to manage and maximize your assets, so you can confidently say “I can” instead of “can I.”

Our focus is on your success, and we are committed to providing lifelong support and objective advice as independent, fiduciary financial planners. Our mission is to offer you clarity into your finances and give you the confidence you need to live your best life to the fullest and leave a meaningful, lasting legacy. Trust us to help you reach your financial goals, live the life you deserve, and leave the legacy you desire.

Ellevation Wealth Management and Legacy Planning was founded by Lovie Leach-Yarborough (hence the double L’s in Ellevation…it isn’t a typo!) with the vision of empowering people to achieve their financial independence, through effective financial and legacy planning.

We have weathered numerous storms over the years, including economic uncertainty, market fluctuations, technological overhauls, and most recently, the COVID-19 pandemic. Our successful track record speaks for itself, as we’ve helped countless individuals of all ages and backgrounds build wealth, prepare for retirement, and achieve true financial freedom. By taking the time to truly get to know our clients and their goals, dreams, and aspirations, we enable them to reach their optimal financial state with clarity and develop partnerships that last a lifetime. Our commitment to excellence is unwavering, and we have full confidence in our ability to help our clients thrive in any financial landscape while living their best lives and leaving a lasting legacy for generations to come.

We'll help you piece it all together.

Ellevation Wealth Management and Legacy Planning, located in Clinton, Maryland, is a wealth management and legacy planning firm providing investment management, holistic financial planning, and legacy planning services to individuals, families, and small businesses. We service clients nationwide, with a focus on serving clients in the DMV (District of Columbia, Maryland, and Northern Virginia) area.

We provide an alternative to the large investment advisory firms by offering a high-touch relationship for your wealth management and legacy planning strategies. We have a fiduciary duty to act in the best interest of our clients at all times. Our private ownership affords us the opportunity to develop deep personal relationships with our clients, providing them with advice on how to build, preserve, and transfer not only their family’s wealth, but their virtues, family values, and wisdom to their children and grandchildren. Together, we have over 65 years of experience in the financial services industry.

Our Values

Integrity

Building long-term relationships

Trust, quality, passion, and longevity

Honesty, authenticity, and commitment

Our client's best interests are always our number one priority. This is our ethical and professional obligation. We are dedicated to our clients and never taking for granted the trust they place in us. Integrity is at the core of our wealth management and legacy planning services, client relationships, and everything we do.

We are committed to a dynamic, long-term relationship with our clients. As a family-owned firm, we understand the importance of building a long lasting relationship, with a number of our offices made up of generations working side by side.

By working with us you will gain peace of mind knowing that the advice and recommendations you receive are tailored specifically to meet your needs and are always in your best interest.

Being your trusted financial professional is a privilege, and we acknowledge this by aiming to be transparent, informative, and solution-focused in our advice.

We believe values matter, and we live by ours every day!

Why Ellevation Wealth Management
and Legacy Planning?

Comprehensive Plan

A plan that supports your financial present and future.

Confidence

Knowing where you stand and where you are going.

Foward-Focused

Continuously evolving to stay on track or adjust with life.

Peace of Mind

Share your dreams and fears, we will manage all of them.

Collectively, for more than six decades, our team has been dedicated to providing comprehensive financial planning and investment support to our valued clients. We aim to inspire confidence in every business owner and family we work with, and we refuse to settle for cookie-cutter solutions. Instead, we approach each individual case with flexible thinking and utilize our integrated capabilities to provide not only financial well-being, but emotional peace of mind as well. We believe in the power of our work to transform lives, now and in the future, no matter what the market may bring. Let us help you achieve financial success and peace of mind today and for generations to come. Together, we can create a path to a brighter financial future.