Elevated Financial Group

Elevated Financial Group serves individual and high‑net‑worth clients as well as employer retirement plans, offering discretionary portfolio management, financial planning (one‑time and ongoing), retirement‑plan advisory, and consulting services. The firm also provides retirement plan implementation and participant education, facilitates estate‑planning document creation through a third‑party platform, and may recommend private investments including private REITs and other alternatives.

EFG generally manages accounts on a discretionary basis, tailoring allocations across mutual funds, ETFs, individual bonds and equities, and, where appropriate, private investments or alternative strategies, with the option to allocate portions of portfolios to third‑party sub‑advisors. The firm describes a buy‑and‑hold orientation with periodic rebalancing, uses pre‑built strategies for some clients, and offers a cash management program that places client reserves in insured deposit networks.

Distinctive features include separate coordination arrangements and flat coordination fees for clients participating in private placements and alternatives, a licensed, technology‑enabled estate‑planning solution via Wealth.com, and the addition of one‑time 401(k) setup and facilitation to its retirement services. The firm is a seven‑advisor team managing roughly $532 million in AUM, registered with the SEC in 2025, and disclosed a 2025 consent order related to solicitation activity while not registered in Indiana; prospective clients should review that regulatory disclosure.