A complete list of active advisors currently associated with Elevation Wealth Partners, LLC

Warmer can help you find a great advisor at Elevation Wealth Partners, LLC or one who fits your needs even better.

Elevation Wealth Partners serves individuals, families, high‑net‑worth clients, small businesses, pension and profit‑sharing plans, trusts and estates, providing fee‑only discretionary portfolio management and comprehensive financial planning. The six‑advisor team manages roughly $670 million in client assets and typically constructs diversified portfolios using no‑load mutual funds and ETFs while offering ongoing monitoring and rebalancing. The firm’s investment approach emphasizes asset allocation and long‑term, academically informed strategies, preparing written Investment Policy Statements tailored to each client’s objectives and risk tolerance. Elevation conducts periodic account reviews, integrates held‑away retirement plans through a third‑party order management system (Pontera), and uses an independent account administrator (Focus Partners) for portfolio administration and reporting. Notably, Elevation provides more integrated tax and accounting capabilities than many peers: it employs tax specialists and CPAs who offer tax planning, tax preparation, accounting, and bookkeeping services under separate agreements rather than relying solely on external referrals. The firm also subsidizes basic client access to a third‑party estate‑document platform (Wealth.com) and operates strictly on a fee‑only basis without accepting commissions.

To learn more about the advisors currently working at Elevation Wealth Partners, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.