Elevated Advice. Unbreakable Trust.
We always tell you what we would want to know if roles were reversed
5 Star Reviews
200M+ Managed
We’ve helped 200+ families
What Our Clients Say
Elevate Capital Advisors is an SEC Registered Investment Advisor headquartered in Eagle, Colorado.
Founded in 2017, Elevate Capital Advisors now advises over $200,000,000 as of September 30, 2025, on behalf of high net-worth individuals and families, corporations, family offices, charities, and others. From day one, our core philosophy has been simple: “Always tell you what we would want to know if our roles were reversed.”
While that may sound intuitive, it reflects a deliberate departure from the norms we observed in our prior industry experience where client interests were often secondary to firm priorities. We knew there was a better way. By staying true to our word and focusing on what truly serves our clients, we’ve built a firm that raises the standard through radical transparency, accountability, and genuine care.
Our minimum investment is $500,000 for traditional portfolio management.
- Direct access to advisors: no phone tree
- No products
- Zero disclosures: No regulatory or legal issues
- Dozens of successfully retired clients
- Relationships maintained for decades
- Creative solutions to risk management
- Experts in our craft as shown through continuous learning and credentials
Portfolio Management and Financial Planning Services
At Elevate Capital Advisors, we believe that the best way to minimize risk is to think. Our investment philosophy is rooted in discipline, transparency, and a deep respect for timeless principles of portfolio management. We don’t rely on proprietary secrets or flashy strategies, because there aren’t any. Instead, we follow a rigorous, repeatable process that has been shaped by the wisdom of the world’s greatest investors.
At its core, successful investing starts with a clear plan. While we can manage portfolios without a full financial plan, our experience shows that long-term results are far better when your investment policy is built on a solid financial foundation.
As the saying goes, “If you don’t know where you’re going, any road will take you there.” A financial plan gives direction. It defines your limits and what we call your Family Index – the rate of return you need to live happily ever after. Instead of investing to survive, you can invest to thrive.
You should never risk money you can’t afford to lose in pursuit of money you don’t need to make. Determining your Family Index shifts the focus away from market benchmarks like the S&P 500, Nasdaq, or Dow, and puts it squarely on you: your goals, your boundaries, your future.
Clients don’t hire us for magic tricks. They hire us because we do the hard work, day in and day out, with consistency and integrity. We wake up early, we go home late (figuratively speaking), and we never compromise our process. We can’t guarantee success, but we work relentlessly to deserve it.
Whether we’re investing in high-quality businesses, navigating speculative opportunities, or managing risk in a volatile market, our goal is the same: to help you build and protect wealth with clarity, confidence, and purpose.
Ready to discover your Family Index and build a plan that helps you thrive?
Elevate Your Expectations
Elevate Capital Advisors provides comprehensive financial planning to help clients build, manage and grow their assets through all stages of life. Elevate is an SEC registered Investment advisor founded in Eagle Colorado and our advisors have grown to serve clients nationwide.
About Elevate Capital Advisors
Financial advice traditionally felt transactional and incentives didn’t always align. Consideration for client needs, wants and wishes often came second to firm priorities.
Elevate Capital Advisors is different.
We focus on client best interests and take extreme ownership for the service we provide. You trust is our top priority and we earn it daily through radical transparency. We always tell you what we would want to know if our roles were reversed.
These values are the center of the service we provide to you but they are not all we stand on when delivering comprehensive financial plans. The Elevate team carries the highest credentials in the investment industry including Certified Financial Planner, Chartered Financial Analyst and Certified Public Accountant. With 50+ years of combined experience, we deliver creative solutions custom made for you and your family.
Your Complete Wealth Management Solution
Investment Planning
Invest your money with professional guidance. You deserve a clear plan custom fit for your goals.
Financial Planning
Life doesn't come with a standard script. Neither should your financial plan. Custom built just for you.
Tax Planning
Proactively reduce your tax liability. Plan intentionally and gain
Retirement Planning
Retirement isn't ruined by waiting too long, it's ruined by uncertainty. Gain confidence in your plan.
Estate Planning
Ensure your story transfers to the next generation through intentional planning. We help you write the next chapters.
Our Commitment to Fiduciary Duty, Personalization, and Independence
At Elevate Capital Advisors, we believe that trust is the cornerstone of every successful financial relationship. As a Registered Investment Advisor, we are legally and ethically bound by a fiduciary duty – meaning we are obligated to act in your best interest at all times. This duty goes beyond simple recommendations; it encompasses a deep commitment to transparency, loyalty, and care in every aspect of our advisory process.
Personalization is at the heart of our approach. We understand that every client’s financial journey is unique, shaped by individual goals, values, and circumstances. That’s why we tailor our strategies to fit your specific needs, whether you’re planning for retirement, managing investments, or navigating complex financial decisions.
Our independence ensures that our advice minimizes conflicts of interest. And when they arise, as a fiduciary, we are obligated to disclose them. We are not beholden to proprietary products or sales quotas. Instead, we focus solely on what’s best for you, leveraging a wide range of solutions to help you achieve your financial objectives with clarity and confidence.
Together, these principles form the foundation of our practice -empowering you with advice you can trust, strategies that reflect your life, and a partnership built on integrity.
Frequently Asked Questions
Who do we serve at Elevate Capital Advisors?
We specialize in providing personalized, financial guidance with a strong focus on advanced tax planning. Our clients are typically:
- High earners and owners of small to mid-size businesses
- Individuals and couples approaching or transitioning into retirement
If you’re seeking proactive strategies to minimize taxes, protect and grow your wealth, and plan confidently for the future, we’re likely a great fit.
What comprehensive services do we provide?
We deliver holistic financial planning tailored to your unique situation, including:
- In-depth tax strategies and year-round planning
- Insurance Planning
- Customized investment management
- Retirement planning and income distribution strategies
- Estate planning coordination and legacy guidance
Our goal is to help you build, preserve, and transfer wealth efficiently while reducing unnecessary tax burdens.
What sets Elevate Capital Advisors apart?
Our firm specializes in in-depth, comprehensive planning. This is an area where many advisors only scratch the surface.
Our financial planners hold some of the most respected professional designations, ensuring exceptional expertise.
We are an Independent Registered Investment Advisor (RIA) which means we operate as a fiduciary and are legally bound to act in your best interest at all times.
Everything we do focuses solely on improving your long-term financial well-being.
How are we compensated?
Our transparent pricing includes:
- Asset-based fees
- and in some cases, planning fees
This structure ensures complete alignment with your best interests. We encourage you to contact us to discuss our fee schedule, minimum requirements, and how we can best serve your needs.
What is our investment philosophy?
Our approach is rooted in long-term thinking and disciplined, evidence based investing. We build portfolios aligned with your specific goals, risk tolerance, time horizon, and values while keeping implementation costs as low as possible. For every client portfolio, we consistently answer three essential questions:
- Where are you trying to go? (Your financial goals and vision)
- What types and amounts of risk are needed to get there? (Required return and asset allocation)
- How do we manage and reduce the impact if things don’t go as planned? (risk mitigation and diversification strategies).