Elevation Financial Group is open and accepting new clients. The office is open during regular business hours.
We are continuing to conduct all meetings virtually to protect our team and our clients. We have implemented several COVID-19 safety measures, including air purification, scheduled drop-offs/pickups, office sanitation, and frequent cleaning of high touch surfaces.
We can't wait to see you all in person again!
Deborah J Trouw, CFP®, ADPA®
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
You've decided you want to buy your first home - congratulations! At first, you're full of excitement, but then you may be finding yourself thinking that you have no idea where to start. The questions start popping into your head...
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
Waddell & Reed, Inc. is not affiliated with KOAT and no cash or cash equivalent donations can be accepted by independent financial advisors on behalf of the charity. Waddell & Reed, Inc. is not responsible for any donations made.