Elevation Advisory Partners LLC

Elevation Advisory Partners is a registered investment advisor offering discretionary investment management, financial planning, consulting, and retirement services. Elevation Advisory Partners manages portfolios for individuals, high-net-worth families, trusts, and retirement plans, investing primarily in equities, fixed income securities, mutual funds, and exchange-traded funds. The firm also recommends alternative investments, such as private equity and real estate funds, for qualified clients, and can incorporate environmental, social, and governance preferences into portfolios. Elevation Advisory Partners tailors its services to individual risk tolerances and investment objectives, and works with independent third-party managers when appropriate. Financial planning services cover retirement, insurance, taxes, education, and investment allocation. Elevation Advisory Partners has offices in Orlando, Florida, and Leawood, Kansas.