Elevated Financial Management

Fiduciary advisors for Puget Sound—retirement, investments & legacy planning with trust, transparency & your goals first. We help Puget Sound individuals, families, and business owners build, protect, and pass on wealth with confidence. As independent fiduciaries, we put your interests first—always. Services Retirement planning, investment management, and legacy/estate strategies tailored to your goals, risk tolerance, and timeline. Whether you’re preparing for retirement, growing investments, or planning for the next generation, we simplify decisions so you can move forward with clarity. Who We Serve Clients across Puget Sound—from Everett to Tacoma, Bremerton to Bellevue—who want personalized, transparent guidance, not cookie-cutter advice. Why Choose Us Fiduciary standard—your goals first Transparent advice—no hidden agendas Local Puget Sound expertise Holistic planning—retirement, investments, tax-smart, legacy strategies Investment advisory services offered through Foundations Investment Advisors, LLC (“Foundations”), an SEC registered investment adviser. Nothing on this website constitutes investment, legal or tax advice, nor that any performance data or any recommendation that any particular security, portfolio of securities, transaction, investment or planning strategy is suitable for any specific person. Personal investment advice can only be rendered after the engagement of Foundations, execution of required documentation, and receipt of required disclosures. Investments in securities involve the risk of loss. Any past performance is no guarantee of future results. Advisory services are only offered to clients or prospective clients where Foundations and its advisors are properly licensed or exempted. For more information, please go to https://adviserinfo.sec.gov and search by our firm name or by our CRD #175083.