Westerville, OH Office
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Elevation Financial Partners, LLC
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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.
Based on Elevation Financial Partners, LLC
Expertise
Based on Elevation Financial Partners, LLC
Location
240 S State St
Westerville OH 43081
Advisors at this office
2
Advisors at this office
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.
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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