You're earning well — but your money isn't growing. These common roadblocks silently erode wealth for thousands of professionals every year.
Overwhelmed by Options
Stocks, bonds, ETFs, crypto — the sheer volume of investment choices causes paralysis and inaction.
Fear of Losing Money
Past market crashes and horror stories make you afraid to invest, so your savings sit idle losing value to inflation.
No Time to Research
Between your career and personal life, who has hours to study financial statements and market trends?
No Clear Strategy
Without a personalized plan, you're guessing — and guessing with money rarely ends well.
Why Choose Us
Your Unfair Advantage in Building Wealth
We translate complex financial concepts into clear, actionable strategies that fit your life and goals.
01
Personalized Roadmaps
No cookie-cutter advice. We craft a step-by-step wealth-building plan based on your income, goals, and risk comfort.
02
Jargon-Free Education
We explain everything in plain English. You'll actually understand where your money is going — and why.
03
Ongoing Support
Markets change, and so does life. Your dedicated advisor adapts your plan as your circumstances evolve.
04
Proven Track Record
Over 2,400 clients have grown their portfolios with us — with an average annual return outpacing traditional savings by 8x.
How It Works
From Confused to Confident in 3 Simple Steps
Our streamlined process gets you from financial uncertainty to a clear, actionable plan in as little as one week.
1
Book Your Free Consultation
Schedule a no-pressure, 30-minute call. We'll listen to your goals, understand your financial picture, and identify key opportunities.
2
Get Your Custom Strategy
Our advisors build a personalized investment roadmap with clear milestones, diversified allocations, and risk-managed positions tailored to you.
3
Watch Your Wealth Grow
Execute your plan with ongoing guidance. Track your progress through our client dashboard and quarterly reviews with your advisor.
Client Stories
Real People, Real Results
Don't just take our word for it — hear from professionals who transformed their financial future with Elementary Profits.
"
I was terrified of investing. Corey and his team broke everything down so clearly that I invested my first $10K within a month. A year later, my portfolio is up 27%.
MR
Marcus Reynolds
Software Engineer, Austin TX
"
As a nurse working crazy hours, I needed someone to handle the heavy lifting. Elementary Profits created a plan I could set and forget — with incredible results.
SB
Samantha Blake
Registered Nurse, Chicago IL
"
I'd been maxing out my 401(k) but had no clue what to do beyond that. Their team opened my eyes to tax-efficient strategies I never knew existed. Game changer.
DK
David Kim
Marketing Director, Denver CO
About Us
We Believe Everyone Deserves Financial Freedom
Elementary Profits was founded on a simple idea: that wealth building shouldn't require a finance degree. Our team of certified advisors specializes in guiding working professionals through their first investments, retirement planning, and long-term wealth strategies.
Led by Corey and a team of experienced financial professionals, we've helped over 2,400 clients take control of their financial futures — with clarity, confidence, and zero judgment about where they're starting from.
2,400+
Clients Served
$84M
Assets Guided
8+
Years Experience
Your Wealth-Building Journey Starts With One Conversation
Book your free, no-obligation 30-minute consultation today. We'll discuss your goals, answer your questions, and show you exactly how to get started — no pressure, no jargon.
100% free consultation · No credit card required · No obligation
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Privacy Policy
Last Updated: January 15, 2025
1. Introduction
Elementary Profits LLC ("Company," "we," "us," or "our") respects your privacy and is committed to protecting your personal data. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you visit our website elementaryprofits.com or use our services.
2. Information We Collect
We may collect the following categories of personal information:
Contact Information: Name, email address, phone number, and mailing address.
Financial Information: Income range, investment goals, risk tolerance, and portfolio details you voluntarily provide during consultations.
Usage Data: IP address, browser type, pages visited, time spent on pages, and referring URL.
Cookies & Tracking: We use cookies, pixel tags, and similar technologies to collect usage data and improve our services.
3. How We Use Your Information
We use collected information to:
Provide, maintain, and improve our financial advisory services.
Respond to consultation requests and communicate with you.
Personalize your experience on our website.
Send you relevant educational content and service updates (with your consent).
Comply with legal and regulatory obligations.
Analyze website usage to improve our platform.
4. Cookies Policy
Our website uses cookies and similar tracking technologies. Cookies are small data files stored on your device that help us improve your experience. Types of cookies we use:
Essential Cookies: Necessary for the website to function properly.
Analytics Cookies: Help us understand how visitors interact with our website.
Marketing Cookies: Used to deliver relevant advertisements and track campaign performance.
You can manage cookie preferences through your browser settings. Disabling certain cookies may affect website functionality.
5. Data Sharing & Disclosure
We do not sell your personal information. We may share data with:
Service providers who assist in operating our website and business (e.g., hosting, analytics, CRM).
Regulatory authorities when required by law or to comply with legal processes.
Professional advisors including lawyers, auditors, and insurers.
6. Data Security
We implement industry-standard security measures including encryption, secure servers, and access controls to protect your personal information. However, no method of transmission over the Internet is 100% secure.
7. Your Rights
Depending on your location, you may have rights to access, correct, delete, or port your personal data, as well as the right to opt out of certain data processing activities. To exercise these rights, contact us at [email protected].
8. Data Retention
We retain personal information only as long as necessary to fulfill the purposes outlined in this policy, comply with legal obligations, resolve disputes, and enforce agreements. Financial records are retained as required by SEC and state regulations.
9. Children's Privacy
Our services are not directed to individuals under 18. We do not knowingly collect personal information from minors.
10. Changes to This Policy
We may update this Privacy Policy from time to time. Changes will be posted on this page with an updated "Last Updated" date. We encourage you to review this policy periodically.
11. Contact Us
If you have questions about this Privacy Policy, contact us at: Elementary Profits LLC
814 Congress Avenue, Suite 420, Austin, TX 78701
Email: [email protected]
Phone: (737) 284-1596
Terms & Conditions
Last Updated: January 15, 2025
1. Acceptance of Terms
By accessing and using the Elementary Profits website (elementaryprofits.com) and our services, you agree to be bound by these Terms and Conditions. If you do not agree with any part of these terms, please do not use our website or services.
2. Services Description
Elementary Profits LLC provides personal finance education, investment guidance, and financial advisory consultations. Our services are designed for informational and educational purposes and should not be construed as personalized investment advice unless provided in a formal advisory engagement.
3. No Guarantee of Results
All investing involves risk, including the possible loss of principal. Past performance does not guarantee future results. Any financial projections, examples, or case studies presented on our website are hypothetical and for illustrative purposes only. Individual results will vary based on market conditions and personal financial circumstances.
4. User Responsibilities
You must be at least 18 years of age to use our services.
You agree to provide accurate and complete information during consultations and account creation.
You are responsible for maintaining the confidentiality of any account credentials.
You agree not to use our website for any unlawful or prohibited purpose.
5. Intellectual Property
All content on elementaryprofits.com, including text, graphics, logos, images, educational materials, and software, is the property of Elementary Profits LLC and is protected by U.S. and international copyright laws. You may not reproduce, distribute, or modify any content without our express written permission.
6. Free Consultation
Our free consultation is a one-time, no-obligation session lasting approximately 30 minutes. The purpose is to assess your financial situation and discuss potential advisory services. There is no obligation to purchase any service following the consultation.
7. Third-Party Links
Our website may contain links to third-party websites or services that are not owned or controlled by Elementary Profits LLC. We have no control over and assume no responsibility for the content, privacy policies, or practices of any third-party websites.
8. Limitation of Liability
To the fullest extent permitted by law, Elementary Profits LLC shall not be liable for any indirect, incidental, special, consequential, or punitive damages, including loss of profits, data, or goodwill, arising out of or related to your use of our website or services.
9. Indemnification
You agree to indemnify and hold harmless Elementary Profits LLC, its officers, directors, employees, and agents from any claims, losses, damages, liabilities, and expenses (including legal fees) arising out of your use of our website or violation of these Terms.
10. Regulatory Disclosures
Elementary Profits LLC is a registered investment advisory firm. Advisory services are offered in compliance with applicable federal and state securities laws. Registration does not imply a certain level of skill or training.
11. Governing Law
These Terms shall be governed by and construed in accordance with the laws of the State of Texas, without regard to its conflict of law provisions. Any disputes arising from these Terms shall be resolved in the courts of Travis County, Texas.
12. Changes to Terms
We reserve the right to modify these Terms at any time. Material changes will be posted on this page with an updated effective date. Continued use of our website after changes constitutes acceptance of the modified Terms.
13. Contact Information
For questions about these Terms & Conditions, contact us at: Elementary Profits LLC
814 Congress Avenue, Suite 420, Austin, TX 78701
Email: [email protected]
Phone: (737) 284-1596
