Brooklyn Brock, CFP®, CEPA® Ellevate Advisors

About Brooklyn Brock, CFP®, CEPA®, ChFC®, CKA®

Financial Advisors rarely take time to plan for themselves, like they do for their clients. If something were to happen, the clients might lose their Advisor, the business is likely to collapse, and the Advisor’s family is at risk of losing everything. Ellevate Advisors provides financial planning and business transition consulting for Financial Advisors so that when they sit down to dinner with their family, they can relax because they know that they’ve secured their family’s future and created a business that lasts.

As a 3rd generation CFP®, I wanted to challenge myself with new experiences and left my family’s Ameriprise practice to work with SageOak Financial. After assisting with 2 successful business transitions at my family’s firm, I was excited when SageOak decided to acquire a larger, local firm. I’ll be supporting that merger, until Ellevate Advisors can replace my income.

One of the reasons my husband and I started Ellevate is because Financial Advisors deserve to retire too. What does retirement mean to you, your family, and your business? Let’s figure it out together!

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Ideal Clients

  • Business Owners
  • Family Business
  • Financial Professionals

Ways Advisor Charges

  • Monthly Fee
  • Quarterly Fee
  • Flat Fee

Fee Options

  • Monthly Fee: $167+/mo
  • Quarterly Fee: $250+/qtr
  • Flat Fee: $2,000+/engagement

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