Elevated Financial Group
Elevated Financial Group is an independent, fee-based Registered Investment Advisor in Indianapolis offering financial planning, retirement, investment management, legacy, and 401(k) employer-plan services to individuals, families, professionals, and business owners across the Midwest and virtually.
- Company typePrivate
- Founded2004
- HeadquartersIndianapolis, United States
- Headcount1–10
- GTM typeB2C
- OfferingServices
What Elevated Financial Group does
Elevated Financial Group is an independent, fee-based Registered Investment Advisor founded in 2004 by Christopher P. Condle, CFP®, and headquartered in Indianapolis, Indiana. The firm delivers financial planning, retirement and work-optional planning, investment management, family and life-transition guidance, legacy and multi-generational planning, and 401(k) employer-plan support to individuals, families, professionals, retirees, and business owners. The firm states it does not require a minimum asset level, positioning around client fit rather than account size, and operates under a fiduciary standard with transparent, plain-language fee disclosure.
The firm's underlying technology is a multi-vendor stack of third-party financial-planning and account-access platforms — Advyzon Client Portal, eMoney, RightCapital, and Schwab for custody and trading — with no proprietary technology disclosed. Client engagement is delivered through dedicated advisor teams via in-person meetings at the Indianapolis office and virtual meetings for clients across multiple states, supported by a comprehensive online resource center covering retirement, investment, estate, insurance, tax, and lifestyle topics.
The business model is fee-based and recurring, generating revenue from financial planning fees and ongoing investment-management fees (including exposure to alternative investments such as private equity, private credit, and real estate). The go-to-market motion is sales-led and relationship-based: prospective clients book a free introductory meeting via Calendly, followed by discovery, recommendation, and implementation phases, with growth driven by content marketing, organic SEO, client testimonials, and word-of-mouth referrals rather than paid acquisition.
Elevated Financial Group firmographics
Firmographics- Name
- Elevated Financial Group
- Legal name
- Elevated Financial Group
- Website
- https://elevatedfg.com
- Company type
- Private
- Founded year
- 2004
- Operating status
- Operating
- Headcount range
- 1–10 employees
- Short description
- Elevated Financial Group is an independent, fee-based Registered Investment Advisor in Indianapolis offering financial planning, retirement, investment management, legacy, and 401(k) employer-plan services to individuals, families, professionals, and business owners across the Midwest and virtually.
- Ownership category
- akta.pro rank
Elevated Financial Group industry classification
Industry- Product category
- Wealth Management & Financial Advisory
- NAICS
- Portfolio Management and Investment Advice (523940)
- SIC
- Investment Advice (6282)
- akta.pro primary industry
- Private Client/High-Net-Worth Advisory (FSAEAAAN)
- akta.pro secondary industry
- Advisory Portfolio Management (Non-Discretionary) (FSAAABAD)
Keywords
Where Elevated Financial Group is headquartered
LocationHeadquarters
- HQ city
- Indianapolis
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
Elevated Financial Group business model
Business model- GTM type
- B2C
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure
Revenue model
- Fee-Based Financial Planning: Fees are explained in plain language before any decisions are made. The firm operates on a fee-based model for both financial planning and investment management services.
- Investment Management: Fee-based investment management with diversified, goal-based portfolios. May include custom indexing and alternative investments like private equity, private credit, or real estate.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Subscription | Annual | Fee-based pricing model with no stated asset minimum |
Go-to-market motion1 record
Distribution channels2 records
Marketing channels4 records
Elevated Financial Group product offering
Product offeringCore offering
Elevated Financial Group is a Registered Investment Advisor that delivers fee-based financial planning and investment management services to individuals, families, and business owners. Its offerings connect income, savings, taxes, investments, retirement income, estate, and legacy planning through long-term advisor relationships supported by client portal tools (Advyzon, eMoney, RightCapital) and Schwab custody.
Product overview
Elevated Financial Group is a Registered Investment Advisor offering a comprehensive suite of financial planning and wealth management services. The core offering consists of Financial Planning, Retirement & Work-Optional Planning, Investment Management, Family & Life Transitions, Legacy & Multi-Generational Planning, and 401(k) & Employer Plan Support. These services are delivered through a relationship-centered approach with client portal access via Advyzon, providing a complete financial life cycle partnership from planning through implementation.
Differentiator
Problem solved
Functional benefit
Products and services
- Financial Planning
- Retirement & Work-Optional Planning
- Investment Management
- Family & Life Transitions Planning
- Legacy & Multi-Generational Planning
- 401(k) & Employer Plan Support
Companies that use Elevated Financial Group
Customer profileNamed customers2 records
Segments4 records
Ideal customer profiles4 records
Elevated Financial Group technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Elevated Financial Group partnerships and signals
Strategic signalPartnerships
Five partnerships are on record, tiered core and minor.
- SchwabcoreIntegration with Schwab for client account access and trading. Clients can access Schwab accounts through the client portal for seamless account management.
- Advyzon (Client Portal)coreProvides client portal functionality for account access and financial dashboard management.
- eMoneycoreFinancial planning platform used for comprehensive financial planning and modeling.
- RightCapitalcoreRetirement planning platform used for client retirement projections and planning.
- Estate Attorneys and CPAsminorCoordinate with estate professionals and tax professionals as part of comprehensive financial planning. Not specific named partners but a stated partnership approach.
Scale indicators5 records
Recent moves5 records
Expansion highlights5 records
Elevated Financial Group competitors and assessment
Company assessmentBroad incumbents
- Edelman Financial Engines: One of the largest U.S. RIAs, offering financial planning and investment management plus 401(k) plan services — directly comparable product mix with the employer plan practice overlap.
Direct peers
- Focus Financial Partners: Partnership platform for independent RIAs delivering wealth management and planning services; provides scale and capital support comparable to what an acquirer of Elevated could offer.
- Carson Group: PE-backed RIA platform serving advisors and their clients with planning, investment, and 401(k) support; comparable fee-based advisory model with strong emphasis on advisor-led client relationships.
- Creative Planning: Large independent, fee-only RIA serving individuals and families with comprehensive financial planning, investment management, and retirement services — directly comparable service mix and fiduciary model, though at materially greater scale.
- Plancorp: Independent, fee-only RIA providing comprehensive financial planning and investment management to HNW individuals, families, and business owners — closely aligned service offering and fiduciary structure.
- Mariner Wealth Advisors: Independent RIA offering comprehensive financial planning, investment management, and retirement/legacy services to individuals, families, and business owners — comparable holistic-service structure with broader geographic footprint.
- Modera Wealth Management: Fee-only RIA offering holistic financial planning and investment management to individuals, families, and business owners, with comparable fiduciary and planning-led value proposition.
- Buckingham Strategic Wealth: Independent RIA focused on evidence-based investment management and financial planning for HNW individuals and families, sharing Elevated's fee-based fiduciary positioning and holistic planning emphasis.
- Sanctuary Wealth Group: Partner-owned RIA platform supporting independent advisors with wealth management and planning services — comparable relationship-led model with growth-stage positioning similar to Elevated.
Emerging players
- Facet Wealth: Tech-enabled flat-fee RIA providing financial planning and investment advice to mass-affluent and HNW clients — competes for the same 'no minimum' segment Elevated targets, but with a digital-first delivery model.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat4 records
Key risks6 records
Key highlights6 records
Customer concentration
Elevated Financial Group social profiles
Digital presenceElevated Financial Group financial estimates
Financial estimateRevenue estimate
Valuation estimate
Elevated Financial Group leadership team
Management profileNumber of profiles
Profiles12 records
Elevated Financial Group funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Elevated Financial Group M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Elevated Financial Group
What does Elevated Financial Group do?
Elevated Financial Group is a Registered Investment Advisor that delivers fee-based financial planning and investment management services to individuals, families, and business owners. Its offerings connect income, savings, taxes, investments, retirement income, estate, and legacy planning through long-term advisor relationships supported by client portal tools (Advyzon, eMoney, RightCapital) and Schwab custody.
Is Elevated Financial Group a public or private company?
Elevated Financial Group is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was Elevated Financial Group founded?
Elevated Financial Group was founded in 2004. It employs 1 to 10 people.
Where is Elevated Financial Group based?
Elevated Financial Group is headquartered in Indianapolis, United States, in the North America region.
How does Elevated Financial Group make money?
Two revenue lines are on record. Fee-Based Financial Planning is the primary driver. The others are investment Management.
Who are Elevated Financial Group's main competitors?
Edelman Financial Engines is listed as a broad incumbent. Direct peers are Focus Financial Partners, Carson Group, Creative Planning, Plancorp, Mariner Wealth Advisors, Modera Wealth Management, Buckingham Strategic Wealth and Sanctuary Wealth Group. Facet Wealth is listed as an emerging player.
Does Elevated Financial Group have an API?
No public API is recorded for Elevated Financial Group.
What industry is Elevated Financial Group in?
Elevated Financial Group's product category is Wealth Management & Financial Advisory. Its primary akta.pro industry code is FSAEAAAN, Private Client/High-Net-Worth Advisory, with a secondary code of FSAAABAD, Advisory Portfolio Management (Non-Discretionary). Its NAICS code is 523940 and its SIC code is 6282.