Advice From Specialists

No mahogany desks.
Just honest advice from a team of professsionals who’ve been there too.
Retirement Accounts
“I’ve got a bunch of old 401(k)s – how do I get them consolidated in one place?”
How To Deal With Debt
“Should I pay off student loans before I start investing?”
Prioritization
“I have a few different goals – which one should I start investing in now?”
Retirement Accounts
“I’ve got a bunch of old 401(k)s – how do I get them consolidated in one place?”
How To Deal With Debt
“Should I pay off student loans before I start investing?”
For All Our Clients

Unlimited Access to the Ellevest Concierge Team

Help getting organized when it comes to:
  • Consolidating your IRAs and old 401(k)s
  • Customizing your Ellevest goals and accounts
  • Receiving guidance from financial professionals
  • Asking questions via text, phone, and email
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Buying a Home
“How soon before purchasing a house should I start saving for one?”
Starting A Family
“We’re considering starting a family – what should we be thinking about financially?”
Retirement
“Which retirement accounts should I open?”
Buying a Home
“How soon before purchasing a house should I start saving for one?”
Starting A Family
“We’re considering starting a family – what should we be thinking about financially?”
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One-on-One Guidance with Our CERTIFIED FINANCIAL PLANNERS™:

Get personalized guidance when you want to:
  • Plan a home purchase, remodel, and more
  • Grow your family with or without a parental leave policy
  • Leverage employee benefits, bonuses, & stock options
  • Consider retirement options and timeline
  • Navigate your finances through life and career transitions
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Career Breaks
“I’m trying to get back in the workplace after a career break. How do I get started?”
Negotiate A Salary
“I’ve got a job offer – how do I negotiate for more money?”
Losing a Job
“Help! I just got fired!!!”
Career Breaks
“I’m trying to get back in the workplace after a career break. How do I get started?”
Negotiate A Salary
“I’ve got a job offer – how do I negotiate for more money?”
Exclusive to Ellevest Premium

Executive Coaching with the Ellevest Career Team

Put our best minds to work when you want to:
  • Negotiate a raise and compensation package
  • Hit the ground running at a new job
  • Nail your 30-minute interview
  • Switch industries or break into a new field
  • Return to work after a career break
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Ellevest Private Wealth Management
Have more complex needs?

For qualified clients, Ellevest offers private wealth management with options to invest according to your values.

For clients looking to invest $1,000,000 or more.

Ellevest Private Wealth Management pricing is based on services provided.