John G. Phoenix

John Phoenix is a Partner at Elk River Wealth Management. He is also the co-founder of Wealth Advisor Growth Network (WAGN), a company focused on helping financial advisors deliver better outcomes to their clients.

Prior to founding WAGN, John led Envestnet’s High Net Worth Sales division where he worked with RIAs, hybrid RIAs and Independent Advisor Networks. John also served as the National Sales Manager for the Institutional Business Development team at Envestnet where was responsible for leading new business efforts around large enterprise firms looking to deploy the Envestnet suite of services. John’s work at Envestnet included supporting the firm’s Bank, Independent Broker Dealer, Regional Broker Dealer and Registered Investment Advisor channels.

John was also the former CEO and Founder of Metamorphosis Money Management (M3), an RIA in Denver, CO that he eventually sold to Envestnet. Prior to M3, John worked for 6 years as a Managing Director at Alexander Capital Management Group, where he was head of sales and marketing. Earlier in his career, John served as a Regional Director for both Putnam Investments as well as Kemper Financial Services in Atlanta, Georgia.

John earned his undergraduate degree in History from Washington and Lee University and holds a FINRA Series 65 security license. John lives in Denver with his wife and two children and enjoys skiing, golf and cycling in his free time.