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Elevated Financial Group

Updated today

Client AUM

$349,314,906

Clients

690

Advisors

7

of 13 employees

About

Elevated Financial Group works with individual and high‑net‑worth households as well as retirement plan sponsors, delivering discretionary portfolio management, financial planning, retirement‑plan advisory and consulting services, and coordination of private or alternative investments. The firm also offers estate‑planning document services via a third‑party digital platform and participates in a federally insured cash management program that places client deposits across insured depositories.

EFG runs client accounts on a discretionary basis, implementing diversified allocations across mutual funds, ETFs, individual bonds and equities and, when appropriate, engaging sub‑advisors or model portfolios. The firm combines fundamental, quantitative and technical analysis with a buy‑and‑hold orientation and periodic rebalancing, and it relies on technology (including AI‑enabled components in its client systems) and formal due diligence of service providers to support oversight.

Distinctive aspects include a seven‑advisor team managing regulatory assets above $500 million, the use of separate flat coordination arrangements for accredited clients who participate in private investments, and a recent firm decision to lower fees for certain active equity strategies. The brochure also discloses a 2025 consent order addressing unregistered advisory activity by firm principals that resulted in civil penalties; the firm reports that matter in its disclosures.

Client services

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Retirement income strategy Private / alternative investments Options & derivatives strategies

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Fee options

Fixed

Flat fees for private investment coordination from $1,000 to $25,000; estate planning document creation fees $0-$1,000; flat $2,500 for 401k setup and facilitation.

Percentage

$0+: 0.50% (Tactical & Adaptive ETF Portfolios) $0+: 0.50% (Stock/Active Portfolios) $0+: 0.20% (SMA Portfolios, may incur additional manager fees) $0+: 0.50-1.00% (Options Overlay Strategies)

Project-based

Hourly financial planning fees range from $350 to $1,000 per hour.

Subscriptions

Ongoing financial planning service fees range between $99 to $999 per month, renewed on a 12-month basis.

Other

Fee-only: Fixed fees $500 to $100,000 (one-time), hourly fees $350 to $1,000 per hour, ongoing financial planning service fees $99-$999/month renewed annually.

Main office

500 E. 96th Street, Suite 125

Indianapolis IN 46240

Advisors at this office

7

Most active in

Arizona · California · Colorado · Florida · Georgia · Illinois · Indiana · Iowa · Kentucky · Louisiana · Massachusetts · Michigan · Minnesota · Missouri · Nebraska · New Hampshire · New Jersey · New York · North Carolina · Ohio · Oregon · Pennsylvania · South Carolina · Texas · Virginia · Washington · Wisconsin

Also doing business as

Elevated Financial Group · Elevated Financial Group, LLC

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Christopher C

CFP®, Series 63, Series 66

Indianapolis, IN

Elevated Financial Group

Christopher Condle is a CFP® with 24 years of experience in financial advisory. He is currently with Elevated Financial Group, a team-based firm in Indianapolis, and has previously worked at Purshe Kaplan Sterling Investments and Invst, LLC. Condle is also involved in insurance sales and serves as managing member of a bookkeeping entity. Elevated Financial Group serves individual and high-net-worth households as well as retirement plan sponsors, providing discretionary portfolio management, financial planning, and retirement-plan advisory services. The firm employs diversified investment strategies combining fundamental, quantitative, and technical analysis along with technology-supported oversight.

Retirement income strategy Private / alternative investments Options & derivatives strategies
user avatar

Ryan B

CFP®, Series 65

Indianapolis, IN

Elevated Financial Group

Ryan Bradley is a CFP® with four years of industry experience currently serving at Elevated Financial Group. He has worked previously at Invst LLC, Merrill, and SEI Archway. Bradley’s background also includes roles outside finance, such as an early position at Scotty's Brewhouse and employment with Butler University. Elevated Financial Group is a seven-advisor team managing over $500 million in regulatory assets, serving individual and high-net-worth households as well as retirement plan sponsors. The firm provides discretionary portfolio management, financial planning, and retirement-plan advisory services, utilizing a combination of fundamental, quantitative, and technical analysis alongside technology-driven oversight.

Retirement income strategy Private / alternative investments Options & derivatives strategies
user avatar

Stephanie A

Series 63, Series 66

Indianapolis, IN

Elevated Financial Group

Stephanie Ashley is a financial advisor with Elevated Financial Group in Indianapolis, holding Series 63 and Series 66 designations and nine years of industry experience. Her prior roles include positions at Invst, LLC, Beacon Pointe Advisors, Commonwealth Financial Network, and Charles Schwab. In addition to her advisory work, she is active as an insurance agent with various carriers. Elevated Financial Group serves individual and high-net-worth households as well as retirement plan sponsors, offering discretionary portfolio management, financial planning, retirement plan advisory, and consulting services. The firm utilizes a combination of fundamental, quantitative, and technical analysis within a buy-and-hold framework and incorporates technology, including AI-enabled systems, to support portfolio oversight.

Retirement income strategy Private / alternative investments Options & derivatives strategies
user avatar

Camryn O

Series 65

Indianapolis, IN

Elevated Financial Group

Camryn Olson is a financial advisor at Elevated Financial Group with a Series 65 credential and three years of industry experience. Prior to joining Elevated Financial Group, Olson worked at Invst LLC and Olson & Wilson Private Capital LLC. She also has an eight-year background in education at Hillsdale College and Cincinnati Hills Christian Academy. Olson is a licensed insurance broker. Elevated Financial Group serves individual and high-net-worth households as well as retirement plan sponsors, providing discretionary portfolio management, financial planning, and retirement-plan advisory services. The firm employs a diversified investment approach combining fundamental, quantitative, and technical analysis with a buy-and-hold strategy and uses technology and formal due diligence to support portfolio oversight.

Retirement income strategy Private / alternative investments Options & derivatives strategies
user avatar

Justin B

Series 63, Series 65

Indianapolis, IN

Elevated Financial Group

Justin Brammer is a financial advisor at Elevated Financial Group in Indianapolis, holding Series 63 and Series 65 designations with nine years of industry experience. His prior roles include positions at Jarred Bunch Consulting, LLC, Invst, Park Ave Securities LLC, and Horizon Planning Group. Outside of advisory work, he serves as an insurance agent and is the managing member of Brammer Financial, LLC, a bookkeeping entity for advisory compensation. Elevated Financial Group serves individual and high-net-worth households as well as retirement plan sponsors, offering discretionary portfolio management, financial planning, retirement-plan consulting, and coordination of private or alternative investments. The firm employs a diversified, technology-supported investment approach managed by a seven-advisor team overseeing regulatory assets above $500 million.

Retirement income strategy Private / alternative investments Options & derivatives strategies
user avatar

Timothy H

Series 63, Series 66

Indianapolis, IN

Elevated Financial Group

Timothy Hays is a financial advisor at Elevated Financial Group with 19 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Jackson National Life Distributors, Invst, and Jarred Bunch Consulting. Outside of his advisory role, Mr. Hays holds a minority ownership interest in a group of Colorado-based real estate investment LLCs, where he participates occasionally in strategic decisions. Elevated Financial Group serves individual and high-net-worth households as well as retirement plan sponsors, offering discretionary portfolio management, financial planning, and retirement-plan advisory services. The firm employs a diversified investment approach supported by fundamental, quantitative, and technical analysis, and integrates technology and formal due diligence in its management processes.

Retirement income strategy Private / alternative investments Options & derivatives strategies
user avatar

Jonathan M

CFP®, Series 63, Series 65

Indianapolis, IN

Elevated Financial Group

Jonathan Mccarty is a financial advisor at Elevated Financial Group with 10 years of industry experience. He holds the CFP® designation as well as Series 63 and Series 65 licenses. Prior to joining Elevated Financial Group in 2024, he worked for Invst from 2016 to 2024. Outside of his advisory role, he serves as a managing member of JPM Consulting, LLC, which handles bookkeeping for his compensation. Elevated Financial Group provides discretionary portfolio management, financial planning, retirement-plan advisory, and consulting services to individual and high-net-worth households as well as retirement plan sponsors. The firm employs a diversified investment approach combining fundamental, quantitative, and technical analysis supported by technology and formal service provider due diligence.

Retirement income strategy Private / alternative investments Options & derivatives strategies
View complete list of advisors at this firm
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