Kyle Burton

Background

About Kyle Burton

I help business owners, sales leaders, and self-made professionals achieve financial independence through customized strategies built around their goals and values. As a Partner at Elevation Wealth Planning, my mission is to empower clients to protect what they’ve built and enjoy the freedom that comes with true financial confidence. I’ve started, scaled, and sold two businesses of my own, so I understand the pride, grit, and challenges that come with building something from nothing. That experience drives my passion for working with others who’ve carved their own path through hustle, vision, and perseverance. Many of the clients I serve are first-generation business owners and high-performing sales professionals who’ve transformed their family’s future through relentless effort. My approach is grounded in transparency, trust, and helping clients stay focused on what matters most—whether it’s scaling their business, preserving their legacy, or creating a plan to fully enjoy life. To me, financial planning isn’t just about numbers—it’s about freedom. Freedom to spend time with family, attend Formula 1 races, or invest in the experiences that matter most. It’s about creating a plan that reflects your values and ensures you can live life on your terms—while leaving a legacy that lasts for generations. If you’re a business owner or self-made professional ready to elevate your financial future, let’s connect. Together, we’ll build a strategy worthy of the life you’ve worked hard to create. elevationwealthplanning.nm.com kyle.burton@nm.com 801-390-6801