Elevation Haven Financial

Elevation Haven Financial is a registered investment adviser that serves individual investors, high‑net‑worth clients, companies, and trusts with portfolio management, tax services, real estate advice, and broader financial planning. The firm offers discretionary portfolio management using no‑load mutual funds, ETFs and individual securities, alongside tax advice and individual tax return preparation.

The firm describes a disciplined investment process that emphasizes asset allocation first and fund selection second, maintaining a minimum three‑year decision horizon, seven model portfolio types, and scenario analysis to test downside risks. Portfolios are managed without tax considerations by default, but the firm flags funds it deems inappropriate for taxable investors, offers tax‑efficient alternatives and provides quarterly reports with annual in‑person reviews when possible.

What distinguishes the firm from many peers is the combination of advisory and accounting‑type services—tax return preparation and tax advice are provided directly—which is relatively uncommon among independent advisers. The brochure also presents model or hypothetical performance illustrations, notes that the principal teaches finance courses outside the firm, and states a preference for recommending no‑commission products while reserving commission‑bearing products for limited, disclosed circumstances; the firm is unaffiliated with any broker‑dealer.