Worthington, OH Office

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.