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Wealth Management
Financial Planning
Our Team
Resources
Resources
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Financial planning for women, by women

All-women CFP® pros
Fiduciary status
Flat-fee, monthly pricing
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how it works

Comprehensive Financial Planning

Understand where you are

Do a deep dive on your financial situation to help define your goals and core values.

Plan for where you want to be

A custom financial plan helps prioritize goals and provides tactical steps for meaningful progress.

Build your wealth intentionally

Quarterly calls with your CFP® to review your progress and receive actionable, real-time advice.
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What you can expect from Ellevest

All-women CFP® pros

You’re guaranteed to work with a woman — and a CERTIFIED FINANCIAL PLANNER™ professional

Fiduciary status

Ellevest and all of our CFP® pros are legally and ethically obligated to act in your best interests

Flat-fee, monthly pricing

No percentage-based fees (so you know exactly what you’ll pay upfront) or investment minimums

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YOU HEARD IT HERE FIRST

“In one word, working on my financial plan with my advisor makes me feel ‘powerful.’”

Lisa W.**
**Testimonials were given by clients of Ellevest, Inc. Testimonials are representative of the client's views at the time collected, may not be representative of the experiences of other clients, and do not provide a guarantee of future performance success or a similar experience or services. No compensation was provided for these testimonials.
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**Endorsements were given by non-clients of Ellevest, Inc. Endorsements are representative of the non-clients views at the time collected, may not be representative of the experiences of other clients, and do not provide a guarantee of future performance success or of a similar experience or services. No compensation was provided for these endorsements.

Plan for your financial future with Ellevest.

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