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Elevated Financial Group

Updated today

Client assets under management

$349,314,906

Clients

690

19% high-net-worth

Advisors

7

of 13 employees

Firm type

Team

5-30 advisors or >$500M in AUM

Clients per advisor

99

High

Average account size

$506,253

About

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.

Client services

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Private / alternative investments Real estate investing Options & derivatives strategies Retirement income strategy General estate planning guidance

Occupation focus

Founder/Business Owner Executive

Demographic focus

HENRY (High Earners, Not Rich Yet)

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Fee options

Fixed

$500 to $100,000 for one-time financial planning fees; $1,000 to $25,000 flat fee for private investment coordination; $2,500 flat fee for one-time 401k set-up and facilitation; $0 to $1,000 flat fee for estate planning services through Wealth.com

Percentage

$0+: 50 bps Tactical & Adaptive ETF Portfolios $0+: 75 bps Stock/Active Portfolios $0+: 20 bps SMA Portfolios (may incur additional manager fees) $0+: 50-100 bps Options Overlay Strategies

Project-based

$350 to $1,000 per hour for one-time financial planning fees

Subscriptions

$99 to $999 per month for ongoing financial planning services

Main office location

Elevated Financial Group

500 E. 96 Th Street, Suite 125

Indianapolis IN 46240, United States

Number of offices

1

Most active in

Arizona · California · Colorado · Florida · Georgia · Illinois · Indiana · Iowa · Kentucky · Louisiana · Massachusetts · Michigan · Minnesota · Missouri · Nebraska · New Hampshire · North Carolina · Ohio · Oregon · Pennsylvania · South Carolina · Texas · Virginia · Washington · Wisconsin

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Christopher C

CFP®, Series 63, Series 66

Indianapolis, IN

Elevated Financial Group

Christopher Condle is a Certified Financial Planner® with 23 years of experience in the financial services industry. He has worked with Elevated Financial Group since 2024 and previously held roles at Purshe Kaplan Sterling Investments and Guardian Life Insurance. Condle also maintains insurance sales activities related to financial planning. Elevated Financial Group serves individual and high-net-worth clients as well as employer retirement plans, offering discretionary portfolio management, financial planning, and retirement-plan advisory services. The firm employs a buy-and-hold investment approach with tailored allocations and provides estate planning solutions and private investment options.

Private / alternative investments Real estate investing Options & derivatives strategies Retirement income strategy General estate planning guidance Founder/Business Owner Executive HENRY (High Earners, Not Rich Yet)
user avatar

Ryan B

CFP®, Series 65

Indianapolis, IN

Elevated Financial Group

Ryan Bradley is a CFP® and holds a Series 65 license with four years of industry experience. He is currently with Elevated Financial Group, where he has worked since 2025. His prior experience includes roles at Invst LLC, Merrill, and SEI Archway. Elevated Financial Group serves individual and high-net-worth clients as well as employer retirement plans, offering discretionary portfolio management, financial planning, retirement-plan advisory, and consulting services. The firm employs a buy-and-hold investment approach with periodic rebalancing and provides access to private investments and technology-enabled estate-planning solutions.

Private / alternative investments Real estate investing Options & derivatives strategies Retirement income strategy General estate planning guidance Founder/Business Owner Executive HENRY (High Earners, Not Rich Yet)
user avatar

Stephanie A

Series 63, Series 66

Indianapolis, IN

Elevated Financial Group

Stephanie Ashley is a financial advisor with Elevated Financial Group in Indianapolis, holding Series 63 and Series 66 designations and eight years of industry experience. Her prior roles include positions at Invst, LLC, Purshe Kaplan Sterling Investments, Beacon Pointe Advisors, Goldstein Group Financial Advisors, Commonwealth Financial Network, and Charles Schwab. Outside of advising, she works as an insurance agent with various carriers. Elevated Financial Group serves individual and high-net-worth clients as well as employer retirement plans, offering discretionary portfolio management, financial planning, retirement-plan advisory, and consulting services. The firm manages accounts primarily on a discretionary basis using a buy-and-hold approach with periodic rebalancing and includes access to private investments and technology-enabled estate-planning solutions.

Private / alternative investments Real estate investing Options & derivatives strategies Retirement income strategy General estate planning guidance Founder/Business Owner Executive HENRY (High Earners, Not Rich Yet)
user avatar

Camryn O

Series 65

Indianapolis, IN

Elevated Financial Group

Camryn Olson is a Series 65-licensed financial advisor with three years of industry experience. She is currently with Elevated Financial Group, where she has worked since 2025. Prior to joining Elevated Financial Group, she was affiliated with Invst LLC and Olson & Wilson Private Capital LLC. Outside of advisory work, Olson is also a licensed insurance broker. Elevated Financial Group serves individual and high-net-worth clients as well as employer retirement plans, offering discretionary portfolio management, financial planning, retirement-plan advisory, and consulting services. The firm employs a buy-and-hold investment approach with periodic rebalancing and integrates private investments and alternative strategies when appropriate.

Private / alternative investments Real estate investing Options & derivatives strategies Retirement income strategy General estate planning guidance Founder/Business Owner Executive HENRY (High Earners, Not Rich Yet)
user avatar

Justin B

Series 63, Series 65

Indianapolis, IN

Elevated Financial Group

Justin Brammer is a financial advisor with Elevated Financial Group in Indianapolis, holding Series 63 and Series 65 designations and nine years of industry experience. Prior to joining Elevated Financial Group in 2025, he worked at Jarred Bunch Consulting, LLC and Invst among other firms. Outside of his advisory role, he serves as an insurance agent with various carriers and is the managing member of Brammer Financial, LLC, a bookkeeping entity. Elevated Financial Group serves individual and high-net-worth clients as well as employer retirement plans, offering discretionary portfolio management, financial planning, retirement-plan advisory, and consulting services. The firm employs a buy-and-hold investment approach with options for private investments and alternative strategies, and supports clients with estate-planning facilitation and retirement plan implementation.

Private / alternative investments Real estate investing Options & derivatives strategies Retirement income strategy General estate planning guidance Founder/Business Owner Executive HENRY (High Earners, Not Rich Yet)
user avatar

Timothy H

Series 63, Series 66

Indianapolis, IN

Elevated Financial Group

Timothy Hays is a financial advisor at Elevated Financial Group with 19 years of industry experience. He holds Series 63 and Series 66 credentials and previously worked at Jackson National Life Distributors LLC, Invst, and Jarred Bunch Consulting, LLC. Outside of advisory services, he holds a minority ownership interest in several residential real estate investment entities based in Colorado. Elevated Financial Group is a seven-advisor team that serves individual, high-net-worth clients, and employer retirement plans. The firm offers discretionary portfolio management, financial planning, retirement plan advisory, and consulting services, emphasizing a buy-and-hold investment approach with tailored allocations across various asset classes and private investments.

Private / alternative investments Real estate investing Options & derivatives strategies Retirement income strategy General estate planning guidance Founder/Business Owner Executive HENRY (High Earners, Not Rich Yet)
user avatar

Jonathan M

CFP®, Series 63, Series 65

Indianapolis, IN

Elevated Financial Group

Jonathan Mccarty is a CFP® professional with 10 years of industry experience, currently with Elevated Financial Group. He previously worked at Invst for eight years and David Isaac & Associates for eleven years. In addition to his advisory role, he is an insurance agent representing various carriers and serves as managing member of JPM Consulting, LLC, a bookkeeping entity. Elevated Financial Group is a seven-advisor team serving individual and high-net-worth clients as well as employer retirement plans. The firm provides discretionary portfolio management, financial planning, retirement-plan advisory, and consulting services, employing a buy-and-hold investment approach with periodic rebalancing and access to private investments and alternative strategies.

Private / alternative investments Real estate investing Options & derivatives strategies Retirement income strategy General estate planning guidance Founder/Business Owner Executive HENRY (High Earners, Not Rich Yet)
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