Elevation Capital Advisory, a small investment advisory firm headquartered in Bend, OR, caters to a diverse client base of over 1,050 individuals. With an impressive $191,721,000 in assets under management, the firm has established itself as a trusted partner in financial planning and wealth management. Operating from two offices, Elevation Capital Advisory specializes in managing employer 401K plans and individual assets, which constitute over 80% of their total assets under management. They possess the expertise and qualifications necessary to provide comprehensive 401K plan management for both employers and employees. With a c...