Our Story
Rooted in History,
Focused on the Future
Eleiva Financial was founded on the promise that your wealth deserves personal and ethical oversight and management. Our name Eleiva is inspired by the olive branch, an historical reflection of hard work, success and prosperity. This vision shapes the foundation of our relationship with you.
Co-Founded by Larry Marks, Dawn Porto and Sam Annaian, Eleiva encapsulates an extensive network of financial services. Larry is dedicated to helping clients build wealth, navigate market changes, and achieve long-term financial stability. Dawn brings over 18 years in the industry and a unique background in education and law. She helps clients navigate estate planning strategies, asset protection, and the legal nuances that impact wealth management. Sam uses his extensive knowledge to help clients integrate life experiences into their financial planning and provide a framework for long-term generational wealth.
Our Mission
Truly Living Financial Freedom
Our mission is to help you achieve true financial freedom by creating resilient, personalized strategies so you can live your life to the fullest.
“If you cannot control your emotions, you cannot control your money.”
Our Core values
Our Principled Approach to relationships
Building and preserving wealth is a journey, not a destination. We guide you with a steadfast commitment to the following values.
Education
Resilience
Ethical Practices
Personalization
Trust
Our Team
Meet the Eleiva team
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Dawn Porto, CRPC®, RICP®
Founder | Managing Director | Financial Advisor
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About &Partners.
We are proud to partner with &Partners, a wealth management firm offering advanced technology, a flexible investment platform, and premium service.
