David Bodamer from WealthManagement.com talked with Bradford Smithy and Robert Tamarkin about joining Elevation Point as founding partners.
CEO Jim Dickson says about our two new founders, “They are held in the highest regard as leaders in our industry. Throughout their careers, they’ve consistently excelled in building deep relationships and trust with the financial advisors they serve, which aligns perfectly with Elevation Point’s core values.”
About Elevation Point
Elevation Point is a growth-oriented wealth management firm, serving as a value-aligned partner for RIAs and independence-seeking advisors. From dynamic OCIO solutions to personalized playbooks designed to empower advisors to thrive in independence, we offer customized and full-spectrum support. Our capital comes with complete transparency and no hidden agendas. Distinguishing ourselves as accelerators in a landscape of aggregators, we’re powering a nationwide community of emerging industry leaders, overseeing more than $3.4 billion in assets under management. With a focus on advisor values and evolving client needs, our mission is clear: to elevate the entire industry to higher ground.
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More articles
The minority investment in Fortage Capital kicks off what Elevation Point CEO Jim Dickson said should be an active remainder of the year with breakaway wirehouse teams and larger RIAs.
Jim Dickson spoke to Citywire about his firm’s latest investment, Michigan-based Fortage Capital Advisors.
RFG welcomes an Edelmen advisor veteran as he launches his own firm, while Elevation Point seals its third deal for 2025 in Michigan.
