Elevation Wealth Partners, LLC
Andrew Kirchner, MBA, CFP®, currently serves as Client Service & Portfolio Manager and Chief Compliance Officer at Elevation Wealth Partners, LLC since November 2020, after previous roles including Client Service & Trading Associate. Prior experience includes positions at Envestnet, Inc as an Overlay Manager, SCF Securities, Inc as a Due Diligence Analyst, and Arrow Investment Advisors as a Strategy Analyst. Educational qualifications comprise an MBA from the University of Maryland - Robert H. Smith School of Business, a Bachelor of Science in Finance from Salisbury University, and a Bachelor of Science in Information Systems Management from the University of Maryland Global Campus. Additionally, Andrew Kirchner served in the U.S. Marine Corps from 2000 to 2008.
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Elevation Wealth Partners, LLC
Founded in 1999, Elevation Wealth Partners (formerly ZRC Wealth Management) is a Northern California based fee-only and Fiduciary Registered Investment Advisor that serves discerning investors across the United States and across the globe. Our mission is to help individuals and families achieve their financial goals by providing expert investment advice and management. Elevation Wealth Partners manages more than $500 million for 200 families, individuals, and company retirement plans in 22 states and four foreign countries. As an independent and privately held firm, ZRC specializes in helping investors grow, manage, and protect their wealth. We develop and supervise investment portfolios designed to provide the investor with key benefits - proven asset management expertise, diversification, and liquidity - delivered with our personalized and responsive service. As a Fiduciary and fee-only – ZRC places the interests of clients above all else.