Elevation Financial Partners, LLC

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Client assets under management

$58,742,529

Clients

206

0% high-net worth

Advisors

of 3 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

103

High

Average account size

$285,158

About

Elevation Financial Partners provides discretionary investment management and related consulting to individuals, pension and profit‑sharing plans, trusts, estates, charitable institutions and corporations. The firm primarily serves non‑high‑net‑worth individual clients and also offers consulting in professional practice management, business management, risk management and financial planning.

The firm offers both active and passive management and uses charting, technical and fundamental analysis to implement strategies, including long‑ and short‑term purchases and short‑term trading. Its active program relies on technical indicators and market‑timing signals to guide buy/sell decisions, and advisers monitor indices and many individual funds on a daily basis.

Elevation produces in‑house quarterly reports and a client newsletter‑style summary of market activity and portfolio performance, a communication practice that is less common among peers. As a small, owner‑operated advisory team managing accounts on a discretionary basis, it emphasizes hands‑on monitoring and individualized management rather than focusing on a high‑net‑worth client niche.

Client services

Financial planning Portfolio management Newsletters or periodicals Educational seminars or workshops Market timing

Expertise

Active portfolio management Passive / index investing

Fee options

Percentage

$1 - $100,000: 2.00% $100,000 - $500,000: 1.00% $500,000+: 0.50% $0+: 0.75% (Passive Management)

Other

Account minimum: $1 Fee-only: Annual percentage of assets under management, tiered schedule for active management and flat 0.75% for passive management

Main office location

Elevation Financial Partners, LLC

240 S State St

Westerville OH 43081, United States

Number of offices

Most active in

Ohio

Disclosures

Business activities & affiliations

Is not active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

Bank

They're affiliated with a bank that may offer its own financial products and services.

Trust company

They provide trust and estate administration services, typically for separate fees.

Fund sponsor

They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

Lawyer

They provide legal services, typically billed separately.

Real estate agent

They facilitate real estate transactions and may earn commissions.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Forms ADV

Form ADV Part 2: Client Brochure

Quick links

Website 614-888-2222

Advisors at this firm

John M

CFP®

Westerville, OH

Elevation Financial Partners, LLC

John Mc Kewen is a CFP® professional with 5 years of industry experience, currently with Elevation Financial Partners, LLC. He has also managed his own firm, J.H. McKewen III & Associates, since 2016. Outside of finance, he is a musician and sound engineer, founding and managing the band The Drowsy Lads since 2003. Elevation Financial Partners serves individual clients as well as pension and profit-sharing plans, trusts, estates, charitable institutions, and corporations, focusing primarily on individuals rather than high-net-worth households. The firm offers both active and passive discretionary management, incorporating technical and fundamental analysis alongside market-timing strategies, and provides clients with in-house market commentary and business consulting services.

Active portfolio management Passive / index investing

Allen W

CFP®

Westerville, OH

Elevation Financial Partners, LLC

Allen Weaver is a CFP® professional with 10 years of industry experience, currently serving at Elevation Financial Partners, LLC. He has been with J.H. McKewen III & Associates since 2015. Elevation Financial Partners serves individuals, pension and profit-sharing plans, trusts, estates, charitable institutions, and corporations, focusing primarily on individual clients rather than high-net-worth households. The firm combines discretionary securities management with consulting services and utilizes both active and passive investment strategies, including technical and fundamental analysis and market-timing techniques.

Active portfolio management Passive / index investing

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