Elevation Financial is open and accepting new clients! We have implemented several procedures to keep us and our clients safe during the COVID-19 outbreak. These include conducting all meetings remotely via phone or video conferencing, office sanitation, and scheduled document pickups/drop offs.
We know that you rely on us to keep you informed and assist with your investments during these turbulent times. We're available via phone or email during regular business hours. Don't hesitate to reach out - we're here for you!
Deborah J Trouw, CFP®, ADPA®
Dan Fearnow from MFS Investments, Inc will discuss how to navigate the investment world during turbulent markets & uncertain times.
Whether you’re just getting started on your life adventure or you’re further along the path and planning for the next generation, at Elevation Financial Group, we can guide you to where you want to be. Combining high-level financial planning with a personalized, local approach, we do the heavy lifting of your finances so you can focus on what you do best: enjoying your life.
Dream your adventure, let us help you make it into reality!
© Photography by Daniel Quat
Risk is no longer a hypothetical, a scenario run by your financial advisor. The longest bull market in history ended and the volatility we’re no longer used to has returned. What may have been forgotten, however, is that there is no investing without risk...
No matter where you are on your life adventure, we can help guide you to where you want to be.
We are passionate about helping other women feel empowered and in control of their finances.
We pride ourselves on being involved in and giving back to our community of Santa Fe.
Call or email us to set up a complimentary, no-obligation consultation to discuss how we can work together so you can feel more confident about your financial decisions.
In Santa Fe: 505-984-3856