A complete list of active advisors currently associated with Elevage Partners, LLC

Warmer can help you find a great advisor at Elevage Partners, LLC or one who fits your needs even better.

Elevage Partners serves individual and high-net-worth clients and provides discretionary investment supervisory services (individual portfolio management) and comprehensive financial planning; the firm reports $154.6 million in assets under management across about 365 client relationships and is supported by a five-person advisor team. It also manages held-away plan assets (for example, 401(k)s and HSAs) when appropriate and delivers written financial plans to clients as part of its planning engagements. The firm describes a patient, custom-tailored investment approach that emphasizes long-term purchases while permitting shorter-term, opportunity-driven trades; its analysis includes economic and market analysis, fundamental security analysis, and mutual fund/ETF selection (including consideration of institutional share classes). Accounts are managed on a discretionary basis, reviewed at least quarterly, and clients receive quarterly performance reporting via a secure portal when custodial data allow. Notable operational features include an unusually broad office footprint for a five-advisor team (seven offices) and the use of a third‑party order management system for certain held‑away accounts and a custodial arrangement with Axos Clearing LLC; several supervised persons are licensed insurance agents who may receive commission compensation for insurance sales, a disclosed potential conflict of interest that clients are informed about.

To learn more about the advisors currently working at Elevage Partners, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.