Leawood, KS Office

Elevation Advisory Partners provides discretionary investment management, financial planning, consulting, and retirement-plan advisory services to individuals (including high‑net‑worth and multi‑generational families), estates, trusts, partnerships and plan sponsors. The firm also offers legacy position management, independent third‑party manager integration, and assets‑under‑advice consulting for products held outside its custodial relationships.

EAP’s investment process combines fundamental and technical analysis and allocates across equities, fixed income, mutual funds, ETFs and, when suitable, alternative investments such as private equity and real‑estate funds; clients can also request ESG/SIS alignment. The firm conducts periodic reviews, implements strategies on a discretionary basis, may use margin or borrowing for certain financing needs, and can act as an ERISA investment manager for retirement‑plan portfolio models.

Distinctive features in the firm’s brochure include its affiliation with a broker‑dealer—several investment adviser representatives are registered reps of Silver Oak Securities and may effect transactions that generate commissions—and that some representatives are licensed insurance agents who may receive insurance commissions. The brochure also discloses that the firm is majority‑owned by HCM Holding, Inc., and describes use of third‑party technology and reporting platforms and delegated manager relationships, all of which create operational and potential conflict‑of‑interest considerations for prospective clients to evaluate.