Empowering organizations and individuals to take advantage of the financial markets to pursue their goals and objectives

About Us

Elevated Investment Partners was founded in 2012 and initially started to work for employer retirement plans. The concept to be different was simple. Listen to employers, review their retirement plan information, and educate them concerning the different options available to help them pursue plan objectives. At that time, we found that many employers were pushed and sold into products, plan designs and other services that were not necessarily the best in the industry or ideal for achieving certain objectives.

Shortly after we started, demand lead to managing investments in retirement plans, that in turn gave way to managing assets for employers and individuals. Our prudent process and educational approach follow us through all of our client relationships because we believe it is a privilege to earn the right to be called a trusted advisor. Today we have an expanded list of services that we offer our clients.

Elevated Investment Partner’s Commitment to You:

We cannot control the stock or bond markets but we can remain true to our founding principles of always remaining educational with a high attention to detail and service that will not falter. As we guide our clients through different economic landscapes, social trends and market performance, we will use all of our knowledge and resources to help you and/or your organization navigate towards the next level.

What We Believe:

• Have a process: Listen, review, consult, implement, measure, document, repeat. (Say it again…)
• Put others first: If not, you’re in the wrong industry. We believe we are in business of empowering families and organizations to achieve more over the long run.
• Be responsible for your own actions: If you say you’re going to do something, do it to the best of your ability. If you make a mistake, own it and fix it.
• Be transparent: Clearly state your fees and services.
• Be a student of your business: Always be learning and expanding your knowledge.

A Look Behind the Curtain:

LPL Financial is an important resource that allows us to focus our attention on our clients. LPL undertakes the task of managing our compliance, housing our investor assets, creating account statements, tax forms and other technologies that we and our clients find valuable. Being powered by LPL Financial affords us big firm resources, while we get to address our client’s problems with the independence to do what is best for them.

As one of the nation’s leading independent broker-dealers and registered investment advisors, LPL offers an integrated platform of proprietary technology, brokerage and investment advisor services to more than 16,000 financial professionals and approximately 700 financial institutions.^1,2