Elevation Financial Partners, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Elevation Financial Partners provides discretionary investment management and related consulting to individuals, pension and profit‑sharing plans, trusts, estates, charitable institutions and corporations. The firm primarily serves non‑high‑net‑worth individual clients and also offers consulting in professional practice management, business management, risk management and financial planning.
The firm offers both active and passive management and uses charting, technical and fundamental analysis to implement strategies, including long‑ and short‑term purchases and short‑term trading. Its active program relies on technical indicators and market‑timing signals to guide buy/sell decisions, and advisers monitor indices and many individual funds on a daily basis.
Elevation produces in‑house quarterly reports and a client newsletter‑style summary of market activity and portfolio performance, a communication practice that is less common among peers. As a small, owner‑operated advisory team managing accounts on a discretionary basis, it emphasizes hands‑on monitoring and individualized management rather than focusing on a high‑net‑worth client niche.
Client services
Expertise
Fee options
$1 - $100,000: 2.00% $100,000 - $500,000: 1.00% $500,000+: 0.50% $0+: 0.75% (Passive Management)
Account minimum: $1 Fee-only: Annual percentage of assets under management, tiered schedule for active management and flat 0.75% for passive management
Main office
See office240 S State St
Westerville OH 43081
Advisors at this office
2
Offices (2)
Most active in
Ohio
Also doing business as
Elevation Financial Partners, LLC · J. H. Mckewen Iii & Associates, LLC · J.H. Mckewen Iii & Associates · John H. Mckewen Iii
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Advisors at this firm
John M
CFP®
Westerville, OH
Elevation Financial Partners, LLC
John Mc Kewen is a CFP® professional with 5 years of industry experience, currently with Elevation Financial Partners, LLC. He has also managed his own firm, J.H. McKewen III & Associates, since 2016. Outside of finance, he is a musician and sound engineer, founding and managing the band The Drowsy Lads since 2003. Elevation Financial Partners serves individual clients as well as pension and profit-sharing plans, trusts, estates, charitable institutions, and corporations, focusing primarily on individuals rather than high-net-worth households. The firm offers both active and passive discretionary management, incorporating technical and fundamental analysis alongside market-timing strategies, and provides clients with in-house market commentary and business consulting services.
John M
Worthington, OH
Elevation Financial Partners, LLC
John McKewen is a financial advisor at Elevation Financial Partners, LLC with 21 years of industry experience. He has worked at J. H. McKewen III & Associates, LLC since 2005 and has been associated with Wrp Investments, Inc. since 1990. Elevation Financial Partners serves individuals as well as pension and profit-sharing plans, trusts, estates, charitable institutions, and corporations, focusing primarily on individual clients rather than high-net-worth households. The firm offers both active and passive management strategies, incorporating technical and fundamental analysis, and provides clients with discretionary management alongside business- and practice-focused consulting.
Allen W
CFP®
Westerville, OH
Elevation Financial Partners, LLC
Allen Weaver is a CFP® professional with 10 years of industry experience, currently serving at Elevation Financial Partners, LLC. He has been with J.H. McKewen III & Associates since 2015. Elevation Financial Partners serves individuals, pension and profit-sharing plans, trusts, estates, charitable institutions, and corporations, focusing primarily on individual clients rather than high-net-worth households. The firm combines discretionary securities management with consulting services and utilizes both active and passive investment strategies, including technical and fundamental analysis and market-timing techniques.
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