An elevated advisory experience

An elevated advisory experience

We believe that financial advisory services should be shaped by the unique needs of each client we serve, from individuals to families to high-caliber institutions. Our personal approach and robust capabilities enable us to create customized investment strategies and deliver a quality standard of service with every investment strategy we present. Whether managing your personal wealth or elevating your business to the next level, our team remains focused on the strategic thinking and opportunities that will help you pursue success.

Unique solutions for business owners and entrepreneurs.
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Niches
Helping you establish and oversee a variety of plans
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Niches
A pragmatic approach to wealth management
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Niches
Confidently manage your new assets with the guidance of our experienced team
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Niches
Understanding the challenges women face and how to help.
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Niches

You are the center of our attention

Your important financial affairs should only be left to those with not only proven expertise but also the ability to apply it effectively in pursuit of your goals and objectives.

Collaboration reveals your needs, wants and wishes

Thoughtful advice craftedjust for you

Your goals become ours

Alexis Herman

Alexis

Herman Financial Advisor
Ryan Murphy

Ryan

Murphy, CFP®, CRPC®, APMA® Wealth Advisor
Nicole May

Nicole

May, CFP®, CLTC® Wealth Advisor
Eric Swope

Eric

Swope Certified Financial Planner® Wealth Advisor
Marilyn Weaver

Marilyn

Weaver, Ph.D., CFP® Financial Advisor
Phil_Almon

Philip

Almon President, Philip Sheridan Investment Management Financial Advisor, RJFS
Alex Kuskin

Alex

Kuskin Financial Advisor
It's not how much money you make, but how much money you keep, how hard it works for you, and how many generations you keep it for.
Robert Kiyosaki
Always here for you

Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.

Links are being provided for information purposes only. Raymond James is not affiliated with and does not endorse, authorize or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any website's users and/or members.

Investment advisory services offered through Raymond James Financial Services Advisors, Inc.. Elevation Wealth Partners is not a registered broker/dealer and is independent of Raymond James Financial Services.

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