Elevate Wealth AdvisoryFinancial advisor in Athens, GA

Also ranked: #8 of 13 investment advisors in Athens#20 of 31 financial planners in Athens

Elevate Wealth Advisory is a financial advisor at 2500 Daniells Bridge Rd Bldg 200, Suite 2B, Athens, GA 30606, ranked #31 of 44 financial advisors in Athens and rated 5.0 from 3 Google reviews. Open Monday to Friday.

Facts on this page come from public sources and the firm itself. They are not a recommendation and are not checked by any regulator. Check the firm’s registration and disciplinary history on Investor.gov or FINRA BrokerCheck (in Canada, the CSA National Registration Search) and read its Form CRS and Form ADV Part 2 brochure before you hire it.

Athens, GAUpdated November 9, 20260 paid placements in any rankingHow we rank

Call (706) 353-2728 Website ↗

Key facts

Key facts about Elevate Wealth Advisory
Address	2500 Daniells Bridge Rd Bldg 200, Suite 2B, Athens, GA 30606Get directions
Phone	(706) 353-2728
Website	elevate-wealth.com
Hours	Monday to Thursday: 9 AM – 5 PM; Friday: 9 AM – 1 PM
Google rating	5.0 from 3 Google reviews

Specialties

Each specialty shows the evidence we matched it on.

Financial Advisorsmain specialtyGoogle main category
Financial PlannersGoogle main category
Wealth Managementbusiness name
Investment Advisorsadditional Google category

Service area

Serves Athens and 3 towns within 25 miles: Jefferson, Winder and Monroe.

Based in Athens, GAView on map

Opening hours

Opening hours for Elevate Wealth Advisory
Day	Hours
Monday	9 AM – 5 PM
Tuesday	9 AM – 5 PM
Wednesday	9 AM – 5 PM
Thursday	9 AM – 5 PM
Friday	9 AM – 1 PM
Saturday	Closed
Sunday	Closed

Open evenings — no
Open Saturdays — no
Open Sundays — no

Questions about Elevate Wealth Advisory

How is Elevate Wealth Advisory ranked in Athens?

Elevate Wealth Advisory is ranked #31 of 44 financial advisors in Athens by RFA Score, with 65 out of 100 as of November 2026. The score weighs reputation, registration, review volume, recency, specialty focus, proximity, claimed profile and partnered. No business can pay to change its rank.

What are Elevate Wealth Advisory’s hours?

Elevate Wealth Advisory is open Monday to Friday. Its listed hours are Monday to Thursday, 9 AM – 5 PM; Friday, 9 AM – 1 PM. It is closed on Saturdays and closed on Sundays. Hours come from the business listing; holiday hours may differ.

What areas does Elevate Wealth Advisory serve?

Serves Athens and 3 towns within 25 miles: Jefferson, Winder and Monroe. The list is based on the business's location and the usual service radius for financial advice. Confirm your address is covered when you call.

What do Google reviews say about Elevate Wealth Advisory?

Elevate Wealth Advisory has a rating of 5.0 from 3 Google reviews. The RFA Score adjusts the star rating for review count, so a high rating from a few reviews counts for less than the same rating from many.

How do I contact Elevate Wealth Advisory?

Call Elevate Wealth Advisory on (706) 353-2728. The business is at 2500 Daniells Bridge Rd Bldg 200, Suite 2B, Athens, GA 30606. Its website is linked in the key facts on this page. Ask for the firm’s Form CRS and Form ADV Part 2 brochure before you sign anything.

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Compare nearby financial advisors

Elevate Wealth Advisory compared with nearby businesses
Business	Rank	RFA Score	Google rating	Saturday	Sunday	Distance away
Elevate Wealth Advisory (this business)	—	65	5.0 (3)	No	No
Wealth Enhancement Group	#29	65	5.0 (3)	No	No	2.1 mi
Moore's Wealth Management	#30	65	5.0 (3)	No	No	0.9 mi
Bank of America (with Drive-thru ATM)	#32	65	2.7 (53)	No	No	3.7 mi

See all 44 ranked financial advisors in Athens