Azalea Wealth Partners is an independent fiduciary wealth management firm dedicated to helping individuals, families, and business owners make confident financial decisions — without conflicts of interest.
The people behind Azalea Wealth Partners.
Founder & Financial Advisor
Kevin founded Azalea Wealth Partners after serving as an independent financial advisor with LPL Financial in Tyler, Texas, since 2008, following decades of experience with leading regional, national, and international financial institutions. He began his career with Citibank N.A. managing credit lines for multinational corporations, then worked as an institutional broker and bond trader at one of the largest commercial banks in the South.
After working at the institutional level, he became passionate about working with high-net-worth individuals and families, specifically at what would eventually become Regions Bank as well as Citigroup Smith Barney, before transitioning to a fully independent practice with LPL Financial in 2008. Kevin continues to devote himself daily to researching markets and the economy so that clients receive exemplary service and timely financial advice.
Kevin graduated from Ouachita Baptist University in 1983. Kevin and his wife of nearly forty years have loved living in Tyler since 1998. They are blessed with two daughters, both married, and currently have two grandchildren. They enjoy the fellowship of South Spring Baptist Church in Tyler, where Kevin serves as deacon and on various other teams as needed.
Financial Advisor
Elijah is an advisor excited about helping retiring professionals structure their portfolio so they can retire with independence and financial freedom. He has been in the finance and wealth management space since he was 19.
Today, he partners with Kevin, running a practice focused on clarity, education, and transparency.
"I believe most folks don't need complexity; they need someone who explains things in plain English and shows up when it matters. Ultimately, our clients value having investments that are working for them to complement their financial plan and life goals."
Elijah married his high school sweetheart, Sydney, in 2022. They have two children and are members at South Spring Baptist Church in Tyler, Texas.
If he's not meeting with clients, he enjoys endurance training and trying to make his way to the ocean, preferably San Diego.
Azalea Wealth Partners was founded on a simple belief: financial advice should serve the client — not a product shelf, a corporate quota, or a commission schedule. As an independent practice, we are free to recommend the strategies and solutions that genuinely fit your situation, not the ones that pay us the most.
Based in East Texas, we work with clients across every state in which we are licensed, meeting virtually or in person — whichever you prefer. Our independence means we are not beholden to any proprietary products or corporate mandates. Every recommendation we make is grounded in your goals, your timeline, and your values.
We built this firm because we believe people deserve a financial partner who sits on their side of the table — always. That commitment is at the heart of everything we do.
We work best with individuals, families, and business owners who have accumulated meaningful wealth and are ready to delegate the complexity of managing it to a trusted professional.
Our typical clients have investable portfolios of at least $500,000 and share a few things in common:
The principles that guide every client relationship and every financial recommendation we make.
No two financial lives are the same. We build custom strategies around your unique goals, timeline, and risk tolerance — never a one-size-fits-all template.
We are legally and ethically bound to act in your best interest at all times. No hidden agendas, no conflicted advice — just honest guidance you can trust.
We don't chase transactions. We build lasting partnerships with our clients, walking alongside them through every stage of their financial journey.
Investments are just one piece. We coordinate across tax planning, estate strategy, insurance, and income planning to ensure every part of your financial life works together.