A complete list of active advisors currently associated with Elevated Retirement Financial Services

Warmer can help you find a great advisor at Elevated Retirement Financial Services or one who fits your needs even better.

Elevated Retirement Financial Services is an independent registered investment adviser that provides fee-based investment management and comprehensive financial planning to individual clients, high-net-worth individuals, and business clients, including qualified retirement plans. As of December 31, 2025, the firm managed roughly $78.5 million in discretionary client assets and additionally advised on over $8 million of self-directed retirement account assets. The firm’s investment process is grounded in Modern Portfolio Theory and emphasizes passive portfolio construction using low-cost index mutual funds and exchange-traded funds, with asset allocation set by client-specific investment policy statements and a long-term horizon. Accounts are managed on a discretionary basis and reviewed at least quarterly, and the firm typically implements trades for client accounts on an individual rather than block-trade basis. Distinctive for an independent adviser of its size, the firm provides advisory and pension consulting services to businesses and participant-directed retirement plans, including platform analysis, investment policy development, participant education, and coordination with a third-party discretionary manager. The brochure also discloses that the adviser’s personnel hold both CFP and CPA credentials and perform limited consulting/bookkeeping work for a not-for-profit, noted as a secondary activity.

To learn more about the advisors currently working at Elevated Retirement Financial Services, 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.

Name	Location	Years of experience
Vinicius Neves Hiratuka	Madison, MS	9

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For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.

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