Elevated Financial Management is a financial planning firm based in Renton, Washington, serving people who are retired or approaching retirement. Its approach is holistic, personalized, and focused on helping clients understand their options and make informed decisions with confidence. The firm aims to simplify complex financial topics and develop strategies to preserve current wealth while supporting clients’ plans for the future.

Its services include retirement planning, income planning, insurance, Medicare guidance, tax management, and wealth preservation. The team also provides educational resources, planning tools, events, and regular media featuring retirement and income-planning insights. Casey Elkins and Mark Stimpson lead the firm, combining personal commitment and financial experience to help families pursue greater financial independence.

Elevated Financial Management says it provides fiduciary guidance and emphasizes honesty, transparency, and education. Investment advisory services are offered through Foundations Investment Advisors, LLC, an SEC-registered investment adviser. The firm notes that investment advice is provided only after a formal client engagement and that investing involves risk, including possible loss.