Elevation Financial LLC

Overview

Elevation Financial LLC is a small independent RIA that serves individual and family clients with a mix of financial planning, portfolio management for individuals and small businesses, and pension consulting services. The firm operates with a fee model that includes percentage-of-AUM billing alongside hourly and fixed-fee arrangements, and its business activities list includes accounting services, which suggests an emphasis on tax-aware planning and reporting in client work. Elevation Financial describes itself as an active ESG investor, which appears to influence manager and fund selection across client portfolios. With $30.0M in total assets and a client base concentrated in individual and family relationships, the firm looks to deliver core diversified portfolios rather than acting as a capital allocator or sponsor of proprietary strategies. Custody is consolidated at a single custodian, which supports streamlined portfolio operations and reporting. The firm’s advisory scope and fee flexibility indicate a blend of ongoing investment management and project-based planning engagements.

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Location & Offices