Elevage Partners

What Elevage Partners does

Elevage Partners, LLC is a privately held, fee-based Registered Investment Adviser founded in 2010 by Jeff Powell and headquartered in Reno, Nevada, with five additional offices in Show Low (AZ), Albuquerque (NM), Longmeadow (MA), Westchester County (NY), and Sunbury (OH). The firm operates as a multi-state wealth management practice serving high-net-worth individuals and families, business owners, and specialized segments such as widows and widowers. It reports an employee-owned, specialist-driven model with 1–10 employees — including a Founder & CEO (Jeff Powell), President and Master Business Coach™ (Lori Powell), Chief Investment Officer and Alternative Investments Specialist (Thierry Hasse, joined January 2022), CFP®-credentialed planners, a Certified Business Coach™, and client service staff. Lori Powell functions as a Financial Advocate for Women, and Mark Zembo (joined 2021) brings narrative/story-driven planning and business-coaching depth.

The firm's service offering is a unified wealth management stack delivered through ongoing advisory relationships rather than discrete transactions. Core service pillars are Comprehensive Financial Planning, Investment Management, and Tax Planning and Optimization; supporting services include Retirement & Wealth Transition Planning, Gifting and Estate Planning Coordination, Guidance for Widows & Widowers, Risk Management & Insurance, Business Advisory Services, and Alternative Investments. Technology and operations rely on third-party RIA infrastructure: Tamarac for the client portal, eMoney for financial planning and portfolio analysis, PrivacyArmor for client identity monitoring, Everplans for digital estate organization, and LastPass as a recommended password tool. The firm has codified its approach through two registered trademarks — 'Investing for your WHY®' and 'Stand in Your Shoes™' — which frame its purpose-driven, client-empathy-led advisory philosophy.

Elevage Partners generates revenue through advisory and investment management fees on a recurring, AUM-linked basis consistent with RIA industry practice; specific pricing is disclosed in Form ADV Part 2A rather than publicly. GTM is sales-led and direct: free wealth management consultations (800-725-1622), a 'See If We're A Fit' page, content marketing through an active blog with leadership-authored thought leadership, educational webinars (notably with Nationwide Retirement Institute), community sponsorships (e.g., Mountain Trails Foundation), and SEO. The firm holds no external parent, has no disclosed funding rounds, and is privately held with no IPO activity. No mergers, acquisitions, or restructuring events have been disclosed.

Name

Elevage Partners

Legal name

Elevage Partners, LLC

Website

https://elevagepartners.com

Company type

Private

Founded year

2010

Operating status

Operating

Headcount range

1–10 employees

Short description

Elevage Partners is a privately held, fee-based Registered Investment Adviser providing wealth management, financial planning, investment management, and tax planning services to high-net-worth individuals, families, business owners, and widows/widowers across six U.S. offices.

Ownership category

akta.pro rank

Product category

Wealth Management

NAICS

Portfolio Management and Investment Advice (523940), Portfolio Management and Investment Advice (52394)

SIC

Investment Advice (6282)

akta.pro primary industry

Values-Based/ESG & Impact-Focused RIAs (FSAAACAK)

Keywords

• Wealth management services
• Financial planning advisory
• Investment management
• Retirement planning services
• Tax planning optimization

Headquarters

HQ city

Longmeadow

HQ country

United States

HQ region

North America

Offices6 records

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Operations, Technology or R&D, Marketing or Sales, Infrastructure

Revenue model

1. Advisory Fees: Fee-based investment advisory services where clients pay for financial planning and wealth management guidance. The firm is a Registered Investment Adviser and discloses fees in Form ADV Part 2.
2. Investment Management Fees: Portfolio management and investment advisory services, typically charged as a percentage of assets under management.

Pricing tiers

Go-to-market motion1 record

Distribution channels1 record

Marketing channels5 records

Core offering

Elevage Partners is a fee-based Registered Investment Adviser delivering holistic wealth management to high-net-worth individuals, families, and business owners. Core offerings integrate comprehensive financial planning, portfolio design and management, tax planning, and retirement/estate coordination under the proprietary "Investing for your WHY®" purpose-driven philosophy, delivered through a specialist team of CFP® advisors, an MBA-credentialed business coach, and a CIO-led Investment Committee.

Product overview

Elevage Partners offers comprehensive wealth management services as a single, unified advisory platform rather than a modular software product. The core offering combines Comprehensive Financial Planning, Investment Management, and Tax Planning and Optimization as integrated service pillars. Supporting services include Retirement & Wealth Transition Planning, Gifting and Estate Planning Coordination, Guidance for Widows & Widowers, Risk Management & Insurance, Business Advisory Services, and Alternative Investments. All services are delivered through a team-based, specialist-driven model where advisors, investment specialists, and client service professionals collaborate to provide holistic financial care.

Differentiator

Problem solved

Functional benefit

Products and services

• Comprehensive Financial Planning

Segments3 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature2 records

Partnerships

Eight partnerships are on record, tiered supporting, core and minor.

• EverplanssupportingImplementation/ SI/ Consulting PartnerDigital archive and estate planning tool recommended to clients for organizing and sharing important documents. Elevage Partners provides clients with complimentary subscriptions to Everplans.
• Nationwide Retirement InstitutesupportingStrategic or Co-development PartnerPartner for retirement-focused educational webinars and content. Dave Harris of Nationwide Retirement Institute co-hosts sessions on tax-efficient retirement income planning with Elevage advisors.
• eMoneycoreTechnology or IntegrationWealth management technology platform used by Elevage Partners for client financial planning, portfolio analysis, and advisor-client collaboration tools.
• PrivacyArmorsupportingTechnology or IntegrationProactive identity monitoring service provided complimentary to clients. Sends alerts at the first sign of fraud and monitors activity on credit reports at all three credit bureaus.
• EverplanssupportingOthersRecommended secure digital archive and estate planning organization tool. Provides complimentary subscription to Elevage Partners clients for storing and sharing important financial and legal documents.
• Tamarac (Portfolio Management)coreTechnology or IntegrationClient portal technology provider enabling secure client login, account access, and document management for Elevage Partners clients.
• LastPasssupportingTechnology or IntegrationPassword manager recommended to clients for creating and managing secure passwords for financial accounts and websites.
• Mountain Trails FoundationminorGTM or Marketing PartnerNonprofit organization dedicated to outdoor recreation in Park City, Utah. Elevage Partners sponsors trail race events as part of community engagement.

Scale indicators1 record

Recent moves6 records

Expansion highlights5 records

Direct peers

• Creative Planning: Large-scale RIA offering comprehensive financial planning, investment management, and tax planning to HNW clients. Operates nationally with multiple offices and a specialist-driven model similar to Elevage's, making it a direct comparability benchmark for fee-based registered investment advisers.
• Buckingham Strategic Wealth: Fee-only RIA providing financial planning and investment management to HNW individuals and families. Its planning-led, advisor-centric model and fee-based structure directly mirror Elevage's value proposition and target segment.
• Carson Group: RIA support platform and wealth management firm serving financial advisors and their clients through technology, coaching, and back-office services. Comparable to Elevage in serving HNW households with comprehensive planning, while operating at much greater scale.
• Mariner Wealth Advisors: National RIA offering comprehensive financial planning, investment management, and tax strategy to HNW individuals and business owners. Multi-office footprint and integrated advisory model make it directly comparable to Elevage's six-office structure.
• Sequoia Financial Group: Fee-based RIA with multi-office presence serving HNW clients through comprehensive financial planning and investment management. Closely comparable in service model, target client, and geographic distribution philosophy.
• Commonwealth Financial Network: Independent RIA and broker-dealer supporting financial advisors with planning technology, practice management, and back-office infrastructure. Similar partner-of-record reliance (Tamarac/eMoney equivalents) as Elevage.

Broad incumbents

• Focus Financial Partners: Leading RIA consolidator providing partnership capital, technology, and services to hundreds of wealth management firms. As a scaled incumbent, it represents the structural counterparty for small RIAs considering sale or affiliation — relevant comparable for Elevage's positioning.
• Edelman Financial Engines: Large independent RIA combining traditional advisory with workplace financial planning. As a scaled incumbent in the HNW segment, it represents an outsourced alternative for the same client base Elevage targets.

Regional players

• Savant Capital Management: Mid-sized fee-only RIA with multi-office Midwest and national presence serving HNW individuals and business owners. Comparable in fee-based, specialist-driven model and multi-office regional footprint.

Emerging players

• Facet Wealth: Digital-first RIA delivering flat-fee financial planning to HNW clients via remote advisors. Represents the emerging digitally-native threat to traditional boutique RIAs like Elevage that rely on in-person service and AUM-based pricing.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat3 records

Key risks6 records

Key highlights6 records

Customer concentration

• Facebookfacebook.com/elevagepartners

Compliance2 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles8 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Elevage Partners