
Jonathan McCarty, CFP®
Founder
​"My job is to help families reach their financial potential. Life asks us to make a lot of financial decisions with very little training and oftentimes we we're not given solid financial role models to help guide us. At Elevated, not only are we working to optimizing your financial situation, we're helping you align your financial decisions with your values. We've seen this approach help our clients find more balance in their work, family, spiritual & financial lives."
​
Since 2005, Jonathan has helped hundreds of busy professionals work towards their full financial potential. He graduated from Purdue University with a Bachelors of Science Degree in Management & Finance. Jonathan lives in Zionsville with his wife Angela and three children. The McCarty family enjoys playing music, golfing, swimming & traveling together.