Where are you on your financial journey?


Have you created a real financial plan?

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Are you monitoring your progress?

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Are you prepared to adjust?

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Tell us a little more about your investment objectives and level of comfort with risk.

Our Story

It has been my commitment since I first got into the financial services industry in 2001 to deliver the level of service that I would want for my myself, that I would be proud to offer my family and friends, and that I feel all people deserve. In order to do that, I realized I needed a team to help provide all of the essential elements for genuine financial planning and disciplined investment strategies. I created Elevon Wealth Management to fulfill this vision.

Ian Rosenfield was recognized by Forbes and SHOOK Research as Best-in-State Wealth Advisors 2020, 2021, 2022, & 2023

Best-In-State Wealth Advisors (2020, 2021, 2022, & 2023) The Forbes Top Wealth Advisors Best-In-State 2023 ranking, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data. This ranking is based upon the period from 6/30/2021 to 6/30/2022 and was released on 4/4/2023. Those advisors that are considered have a minimum of seven years of experience, and the algorithm weights factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their practices and approach to working with clients. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Out of approximately 39,007 nominations, 7,321 advisors received the award. This ranking is not indicative of an advisor's future performance, is not an endorsement, and may not be representative of individual clients' experience. Neither Raymond James nor any of its Financial Advisors or RIA firms pay a fee in exchange for this award/rating. Raymond James is not affiliated with Forbes or Shook Research, LLC. Please visit https://www.forbes.com/lists/best-in-state-wealth-advisors/?sh=181ba856ab97 for more info.
2022: 34,925 nominations, more than 6,550 advisors
2021: 32,725 nominations with more than 5,000 advisors
2020: 32,000 nominations with more than 4,000 advisors

I need a real financial plan.

The first step in the journey is creating the vision of where you are trying to go. By developing an accurate plan based on the specifics of your situation, the changes of actually arriving at your desired destination increase exponentially.

I need help with my plan.

What course are you taking to arrive at your destination? Are you sure you are headed in the right direction? Much like a plane that is just one degree off compass will find itself hundreds of miles off course, doesn't it make sense to monitor your progress along the way to make sure you are still on the right path?

I need a real financial advisor.

What happens if something unforeseen happens? Is there a plan to adjust your portfolio to help ensure you arrive safely at your destination? Thomas Edison said, "Vision without execution is hallucination." We make adjustments as needed depending on shifting market conditions or changes in your life.

Do you have a team working by your side to help you create, monitor, and adjust your plan?

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