Earlier this year, we began the process of transitioning the name of our company from Vickery Financial Services to Elevate Wealth Advisory. When Chuck Vickery founded Vickery Financial Services in 1982, he did so with the goal of helping ensure people were financially equipped to reach their goals and dreams. While that goal hasn’t changed, our company has grown, and we now have 10 team members who work seamlessly together to serve you. We have found that we are stronger together, and we felt that it was time to evolve to a new name that embodied those strengths–working as a team to elevate one another, our company, and our clients, so that they continue to be financially equipped to live their best lives.

So, what does this change mean for you? It might be a new firm name on the sign and on your statement. You might see some different colors and a new logo. But it doesn’t change our core beliefs or our mission—which is providing you with access to the tools and resources to confidently live your best life. It doesn’t change the location of our worldwide headquarters here in Athens, GA, or our team members who work diligently each day to assist you.

It’s our intent to continue the great legacy that Chuck has built by working together to elevate your experience as we move toward the future.

We are excited to share that our new web site is now up and running at We will continue to use for the next few months, but we wanted you to be among the first to see our new site!

It is a privilege that you have invited us to join you on your life’s journey, and that you come to us for advice on some of your most critical decisions. Thank you for our trust and confidence, and please reach out to us with any questions.