Elevated Retirement Financial Services

Overview

Elevated Retirement Financial Services is an independent, owner-operated registered investment adviser organized as a limited liability company. The firm positions itself as a capital allocator for both individual and institutional clients, delivering fee-based advisory services charged as a percentage of assets under management. Its stated advisory services include financial planning, portfolio management for individuals and small businesses, pension consulting services, and the selection of other advisers when needed. Investment activity is heavily equity oriented. The firm favors exchange-traded equities and uses discretionary mandates to implement client portfolios. Elevated Retirement Financial Services reports no emphasis on ESG investing and is not set up as a multi-state adviser. As an independent RIA, it appears to focus on tailored, account-level management rather than packaged fund strategies alone, and it will engage or select outside managers as part of its offering when a client mandate requires specialist capabilities.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices