Elevate Wealth Advisors

About

Securities and Advisory services offered through LPL Financial. A registered investment advisor. Member FINRA/SIPC www.finra.org www.sipc.org

Story

Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world.

We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience.

No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.

Recognizing that everyone encounters challenges along the way, we strive to anticipate and address those situations as they occur. We want to keep you on track toward a meaningful and purpose-driven financial future.

We invite you to check out all the material on our website. If something prompts a question, please send us a quick email or call our office. We would enjoy speaking with you.

Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.

For a list of states in which we are registered to do business, please visit http://elevate615.com

Mission

“Working together managing capital for your peace of mind”

Working Together

When you hire Ben James Investment Planning, you get a whole team of people who serve you. We love working together and balancing our individual strengths. With our team approach, you can call us anytime during business hours and get one of us on the phone.

We work together with you, our client. We design portfolios specific to you in your situation (whether it be investment advice, short term growth, retirement, etc.). We also love getting to know you and what drives you. This helps us serve you all the better. We also believe in educating our clients. This is why we make sure that you understand everything you sign up for, and why we host events to help you learn about complex things you will run across (such as our Social Security Seminar).

Managing Capital

At Ben James Investment Planning, we do so much more than manage funds. We get to know your goals and connect you with other professionals. From managing debt to saving for college or retirement, these personal finance challenges can be overwhelming. Our commitment is to utilize all of our resources to help you pursue your dreams.

For Your Peace of Mind

We thrive to serve you so that you have peace of mind. We study the markets and get you the best return for your money so that you can rest assured in your wealth. We believe in thinking “outside the box” and we are not afraid to challenge conventional wisdom in our approach to investing and preserving wealth. All of our energy, commitment, and efforts are focused on you, the client, and your satisfaction.

Products

Investment Advising