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Elijah Jenkins runs a comprehensive financial planning firm and partners with successful professionals and affluent families who require a high level of sophistication to manage their wealth. His clients acknowledge that there is more opportunity to be seized, greater advancements to be made, and time they can reclaim by partnering with a team of experts. Elijah has built a national firm, having affluent clients across the country at every stage of life that all seek to be thoughtful and efficient in their overall planning.
His dynamic planning approach consists of world-class wealth management, calculated insurance planning, and being overly thoughtful on how to help his client’s win the tax game. His clients have found his approach to be meaningfully different than most other asset management firms in the industry. This includes identifying client’s financial objectives, laying down a clear and concise game plan to accomplish them and help them implement the appropriate strategies.
We partner with clients who have not just achieved success, but have redefined it and understand that true wealth extends beyond mere financial gain. They are pioneers who have reached the pinnacle of success, yet recognize there is more to be accomplished. They appreciate the value of a strategic partnership, knowing that through collaboration, even greater heights of abundance can be accomplished.
Our clients are not content with the ordinary – they demand excellence and foresight. They are visionaries who shape the future, and we are here to help them materialize their vision into a reality.
Best life insurance company for consumer experience, 2023. (NerdWallet)1
We're one of the Top U.S. Independent Investment Broker-Dealers.2
In dividends expected to be paid in 2025.3
AAA, Aaa, and AA+ - we've earned the highest financial strength ratings awarded to life insurers from all four major rating agencies.4