Kevin Medina

ELVT Financial, also known as Elevate Financial, is a financial services and education brand based in Boca Raton. Founded by Kevin A. Medina, CPA, MBA, and REALTOR, the firm aims to help individuals, families, and businesses build financial confidence through guidance tailored to their needs. Its services span financial planning and education, tax return preparation and tax strategies, life insurance, long-term care, real estate buying and selling, payroll administration, and wills and trusts. The firm also offers final-expense planning and funeral concierge services, alongside resources to support clients’ financial decisions.

ELVT Financial works with clients on practical goals such as budgeting, saving, retirement preparation, education funding, tax management, asset protection, and building family wealth. It describes its team as certified and works as an independent broker with partners across insurance, investment, payroll, tax, and real estate services. The firm’s process begins with a conversation and financial needs analysis, followed by a proposed plan and implementation.