Elevation Financial Group

Elevation Financial Group

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We had a lovely time at Music on The Hill with Sponsor Waddell & Reed (Deborah, Natalie, and Lucinda)! Thank you, thank for making it a fun evening! -The Browne Family

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.

Operating as usual

06/02/2021

The Elevation team loves our new Kestra Financial socks!

The Elevation team loves our new Kestra Financial socks!

[05/27/21]   Elevation Financial Group is closed in observance of Memorial Day Friday, May 28th through Monday, May 31st. The financial markets are also closed on 05/31.

We will be back in the office Tuesday, June 1st and will respond to all messages at that time.

If you need immediate assistance on 05/28, call 833-410-0419 op 3 and a Kestra Client Service Associate can assist you.

Santa Fe-based Elevation Financial Group, led by mother-daughter duo, looks toward a woman-friendly future - Albuquerque Business First 05/18/2021

Santa Fe-based Elevation Financial Group, led by mother-daughter duo, looks toward a woman-friendly future - Albuquerque Business First

Santa Fe-based Elevation Financial Group, led by mother-daughter duo, looks toward a woman-friendly future - Albuquerque Business First The mother-daughter duo has around 125 clients, Natalie said. The company manages nearly $75 million in assets.

[05/17/21]   Per the governor's announcement on May 14th, you are welcome to attend your meeting at the office without a mask if you have been vaccinated.

All Elevation staff have been vaccinated.

If you have not been vaccinated, please continue to wear your mask.

[04/16/21]   Elevation Financial Group will be closed next week 04/19-04/23. We will have a skeleton workforce for any urgent questions. Please call
505-295-4773.

Have a great weekend!

Please be advised that we cannot accept orders left over voicemail or email, they will not be processed.

04/14/2021

Say hello to our new sign! It turned out beautifully, thanks to Clayton Peshlakai Skyhorse Studio

Say hello to our new sign! It turned out beautifully, thanks to Clayton Peshlakai Skyhorse Studio

04/07/2021

You may have received a letter from Waddell & Reed in the past couple days regarding your assignment to a new advisor that was a bit alarming. We expected and are aware of this communication. Our colleague in ABQ is temporarily holding your accounts pending transfer.

Your accounts are not changing - they are still invested and fully functional. No changes can be made to your accounts without your permission.

Please bear with us during this time of transition - we are working as fast as we can to transfer our clients' accounts to the new firm we are partnering with.

We haven't forgotten about you. When the paperwork for your accounts is ready, we will be in touch.

In the meantime, hang tight!

You may have received a letter from Waddell & Reed in the past couple days regarding your assignment to a new advisor that was a bit alarming. We expected and are aware of this communication. Our colleague in ABQ is temporarily holding your accounts pending transfer.

Your accounts are not changing - they are still invested and fully functional. No changes can be made to your accounts without your permission.

Please bear with us during this time of transition - we are working as fast as we can to transfer our clients' accounts to the new firm we are partnering with.

We haven't forgotten about you. When the paperwork for your accounts is ready, we will be in touch.

In the meantime, hang tight!

Santa Fe's Elevation Financial Group signs on with Kestra Financial 04/06/2021

Santa Fe's Elevation Financial Group signs on with Kestra Financial

We're excited to partner with Kestra Financial! Kestra can provide the tools we need to best serve our clients and community.

Elevation Financial Group will continue to be an independent, local business in Santa Fe - we are not going anywhere.

*If you're a client, we will be in touch in the next few weeks to discuss next steps for the transition; in the meantime, hold tight, we're working as fast as we can*

Santa Fe's Elevation Financial Group signs on with Kestra Financial Santa Fe-based Elevation Financial Group has affiliated with Austin, Texas-based Kestra Financial Inc. to serve as the independently owned Elevation’s broker/dealer.

03/08/2021

Happy International Women's Day!

Did you know that single women needed a male cosigner to apply for a credit card until 1974?

That was only 47 years ago - within many of our lifetimes.

We partner with women to support them so they can feel empowered and in control of their finances. We understand the unique challenges we, as women, face and are by your side for all of it!

Happy International Women's Day!

Did you know that single women needed a male cosigner to apply for a credit card until 1974?

That was only 47 years ago - within many of our lifetimes.

We partner with women to support them so they can feel empowered and in control of their finances. We understand the unique challenges we, as women, face and are by your side for all of it!

03/05/2021

Elevation Financial welcomes Karina Franco to our team! Karina is our office manager, ensuring that the practice runs smoothly. She is currently studying English literature at UNM, enjoys spending time with her son Romeo, and is often to be found at the gym.

Elevation Financial welcomes Karina Franco to our team! Karina is our office manager, ensuring that the practice runs smoothly. She is currently studying English literature at UNM, enjoys spending time with her son Romeo, and is often to be found at the gym.

Robinhood & Reddit: Key Takeaways 03/01/2021

Robinhood & Reddit: Key Takeaways

Robinhood: the stock trading and investment app that has become wildly popular in the past couple of years. As of May 2020, there were over 13 million users of the app and some have estimated that this number could have grown to over...

Robinhood & Reddit: Key Takeaways Robinhood: the stock trading and investment app that has become wildly popular in the past couple of years. As of May 2020, there were over 13 million users of the app and some have estimated that this number could have grown to over...

Beyond the Finances: what do you want your retirement to look like? 02/18/2021

Beyond the Finances: what do you want your retirement to look like?

A common question posed to pre-retirees is “what will you do when every day is the weekend?” Whether we realize it or not, much of our lives revolve around work. The obvious change is that you won’t be spending the...

Beyond the Finances: what do you want your retirement to look like? A common question posed to pre-retirees is “what will you do when every day is the weekend?” Whether we realize it or not, much of our lives revolve around work. The obvious change is that you won’t be spending the...

[02/16/21]   Happy snow day! ❄️

Due to inclement weather, the Elevation team will be working from home today.
If you need assistance, please email us and we’ll follow up with you (we do not have access to the office phone)

Photos from Elevation Financial Group's post 02/11/2021

New year, new headshots! Big thank you to Daniel Quat Photography

01/28/2021

Tax documents will begin to be mailed out soon - check out these tips for a smooth 2020 tax season

Documents will be available 24/7 online at elevationfinancialnm.com/client-login

Tax documents will begin to be mailed out soon - check out these tips for a smooth 2020 tax season

Documents will be available 24/7 online at elevationfinancialnm.com/client-login

01/27/2021
12/23/2020

Our coat drive was a huge success! We collected 79 coats and donated them to KOATs for Kids. Thank you to all that contributed and helped keep our NM kids warm this winter:

Anonymous
Bernadette & Dennis Salazar
Carolyn Moore
Claudine Gallegos
David Burns, Hal Burns Trucking
David Rile
Dennis & Bernadette Salazar
Elaine & Manuel Martinez
George & Karla Garduno
Gina Federici & Buck Rackley
Herb & Joy Cherry
Janet & Dave Dennison
Jen Kitrell & Family
Karen Lievense, Downsizing Made Simple
Kelly McReynolds & Zac Hogan
Ken & Julie Kirk
Keri & Tim Goorley
Kim & Bruce Walker
Larry & Linda Eccard
Leah Roybal
Libby Paskiewicz
Lisa Brewer, Lisa Brewer Coaching
Lora Montenegro
Lori Brown
Maggie & Jesse Shapiro
Manny Trujillo
Marilyn & Cris Barnes
Phyllis Houghton, Hummingbird Facials
Ray & Liz Laskey
Robin Brown
Sandi Schwarz
Stacy Crossingham, Finance of America Mortgage
Susan Bender
Suzanne Ramos
Valerie Alarid, Leadership Santa Fe

[12/23/20]   We are closing for the holiday season as of EOB today. We will be back in the office on January 4th. Warmest wishes to everyone for a wonderful holiday season!

12/19/2020

Have you ever wondered how many coats can fit in a car? Our initial drop off was 67! Thank you to all our generous participants!

12/17/2020

The holiday drive by for our clients is in full swing! Come on by ❄️

12/17/2020

Our coat pile has grown to 67!!! There’s still time to drop off a coat- final deadline is tomorrow lunchtime (Friday)

12/09/2020

Our coat pile is growing! We now have 14 coats in hand and 22 more pledged.

Bigger sizes are in short supply - consider donating L, XL, or XXL. This program is for children 5-18 years of age.

We're almost to our goal - call us at 505-984-3856 for info on how to participate

**LAST DAY FOR DROP OFF IS DECEMBER 17th**

elevationfinancialnm.com 12/08/2020

Buying your first home - 13 things to consider

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....

elevationfinancialnm.com 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....

12/06/2020

Thank you Marilyn and Susie for your coat donation today. Two little girls will be able to go outside to play and stay toasty warm!

12/05/2020

10 more kids who will stay warm this winter. Drive by pick up at Kohl’s was easy and safe!

12/03/2020

We have had our first coat drop off! Thanks to Sandi!! 2 down, 38 to go...

12/02/2020

Could you purchase just one coat to keep a New Mexican child warm this winter?
Call us at 505-984-3856 or email [email protected] to arrange a no-contact drop off at our office.

[11/30/20]   As an essential business, Elevation will be open throughout the pandemic.

We are in the office during regular business hours and have implemented several procedures to keep our clients & staff safe, including office sanitation, remote meetings, the use of air purifiers, and scheduled pickups/drop-offs.

We are still accepting new clients.

11/24/2020

Best wishes from our family to yours for a restful Thanksgiving!

Elevation will be closed 11/26-11/27 for the holiday.
The financial markets & our home office are also closed on 11/26.

For immediate assistance on Friday, please call our client services at 888-923-3355

We enjoyed "seeing" our VIP clients for a virtual wine tasting with Sans wine. The natural canned wine was a hit! 11/19/2020

We enjoyed "seeing" our VIP clients for a virtual wine tasting with Sans wine. The natural canned wine was a hit!

11/10/2020

Thank you to everyone who attended our virtual talk on the election this afternoon!

elevationfinancialnm.com 11/10/2020

Instant Gratification – What We Regret the Next Morning

The smart phone has made life easier for many of us – you can call anyone, anytime, google the answer to the debate you and your friend are having, or order food for your dog while waiting to pick up the groceries you also...

elevationfinancialnm.com One of the great ramifications of having powerful technology at our fingertips is that we take action first, think later. This phenomenon applies to t

11/03/2020

It's election day! Don't miss out on our virtual event next week in which we'll discuss the effects of the presidential election on the markets and your investments

Register here: https://tinyurl.com/Y55SK572

Join Elevation Financial group for a virtual talk with Adam Byard of T. Rowe Price. Once the election's over, what's next for the market & your investments?

Register here: https://tinyurl.com/Y55SK572

[10/23/20]   Elevation Financial Group is closed Monday, October 26th through Friday, October 30th. We will respond to all messages when we are back in the office Monday, November 2nd.
If you need immediate assistance, please call our client services at 888-923-3355.

10/23/2020

We had a blast last night at our VIP virtual wine tasting featuring Sans wines! Here's a couple snaps of Deborah's at home set up. More pictures to come!

Our Story

Whether you’re just getting started on your life adventure or you’re further along the path and planning for the next generation, Elevation Financial Group 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!

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Don't put off your Financial Future!
Elevation Celebration Music
Annual Review
Exciting Announcement!
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Address


1440 S Saint Francis Dr, Ste A
Santa Fe, NM
87505

Opening Hours

Monday 08:00 - 16:30
Tuesday 08:00 - 16:30
Wednesday 08:00 - 16:30
Thursday 08:00 - 16:30
Friday 08:00 - 15:30
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