Lara Galloway

Lara Galloway leads growth strategy at Elevation Point, where she helps elite independent RIAs design and execute tailored growth strategies. Many of the firms she works with are former wirehouse advisors—top producers who’ve gone independent to build the firms they’ve always envisioned. Others are established RIAs looking to break through growth plateaus. She combines coaching, consulting, and marketing expertise to help them scale intentionally while maintaining their independence, with an aggressive, benchmarked growth target for every partner firm.

With over 20 years in wealth management, fintech, marketing, and entrepreneurship—including 12 years as a business coach—Lara brings a unique perspective on what drives sustainable growth for small businesses. Her background includes communications at IBM, leadership roles in fintech, and years spent advising entrepreneurs, which allows her to connect strategy to execution in a practical, results-driven way.

Lara is also a certified coach, speaker, and author who is passionate about helping advisors unlock their potential as both business owners and leaders. At Elevation Point, she is committed to creating a collaborative growth experience for partner firms—one that’s rooted in transparency, alignment, and building firms that last. When she’s not working with RIAs, you’ll find her outdoors hiking or inside baking something new (often balancing it out with long walks and craft beer).