ae
caution, clarity, confidence!
We weren't taught to build wealth.
But, we're our own safety nets. We know that affluence equals options ...
... and opportunities for loved ones
... and more just, equitable societies
... and "walk away" flexibility
... and whatever delights you.
Clear about your goals? Sure of your plan?
You deserve financial confidence. We're in this together.
hello ella
Ellas are first generation, high earning women.
You're confident in your capabilities and career.
Building wealth to last. With sound stewardship. For intentional impact.
She's the one to watch. And we've got her back.
executive ella
™
/ professional services career
Leader in law, medicine, tech or business
/ highly compensated
Earning $200K+ in salary, bonuses & equity
/ employer centered wealth
Concentration in company stock (RSUs, options)
/ focus
Advancing career, negotiating comp,
making work optional
entrepreneur ella
™
business owner /
Founder, partner, or family enterprise leader
high net worth /
Structured salary, owner draws & equity
company centered wealth /
Business valuation drives (illiquid) net worth
focus /
Smart scaling, succession planning,
profitable exit
You don't get what you deserve.
You get what you negotiate.
* Compensation structures
* Diversified income streams
* Business scaling strategies
* Profitable valuations & exits
Income
Work the rules in your favor.
Keep more of what you earn.
* Business deductions
* Real estate write offs
* Tax advantaged accounts
* Charitable giving
Tax
Invest
Money in action.
Working as smartly as you.
* High yields on cash
* Stocks, bonds & ETFs
* Real estate & REITs
* Crypto & Alternative assets
Legacy
Wealth built to last -
for family and philanthropy.
* Insurance
* Estate planning
* Trust structures
* Intergenerational wealth
you earned your money.
now, own your wealth.
What lights you up?
How do you want your money to work for you?
A goal is a good thing. Here's how we achieve it.
Business Owner
* 2x Founder
* 10+ yrs in business
* 25+ yrs advising entrepreneurs
Accumulating Net Worth
* Started investing in her 20s
* Paid off student loans & family debt
* Top 5% liquid net worth today
Wealth Consulting
* Teaches investing to fellow millionaires
* Manages 5, 6 and 7 figure portfolios
* Designed for busy professional women
* International tech lawyer
* Former large law firm attorney
* Corporate VP in private equity
Professional Career
meet jo
aka ... "every ella"
what's my goal?
more wealthy women.
expoooonential ellas!
JoAnn Holmes ("Jo") founded Accredited Ella™ with a core objective -
Clear solutions for high earning women to grow lasting wealth.
jo believes in ellas ... because she is one.
Let's get yours.
I remember the day I paid off my student loans.
And the day that I made my first $1 million.
"ellas are ambitious. anomalous. but not alone."
women. working. wealth.
™
Accredited Ella™ is a wealth education and financial services concierge firm integrating income, tax, investing and legacy planning services. We're advocates for first generation high-earning women like you. Let's talk solutions, Ella.
Collective
Workshops
Online workshops designed for busy professionals to make real time progress. Gather your girls. Bring your laptop. Together we learn and apply the strategies that advance your career, scale the business, and focus your finances.
Ready for a one on one conversation about your unique goals?
Let's talk multiple streams of revenue, reducing taxes to keep more of what you earn, and identifying diversified investments that can replace your income ... to make work optional.
Private
Consultations
We qualify and coordinate excellent advisors to support your wealth objectives. Tax forward CPAs. Financial planners who understand real estate and crypto as well as stocks and bonds. Estate attorneys underpinning intergenerational wealth. All aligned to serve you.
Concierge
Services
let's chat, ella
hello@accrediteedella.com
@accreditedella on socials