Andrew Kacz

About Andrew Kacz

Most people aren't thinking about financial plans day to day they're thinking about their family, their future, and whether they're doing the right things with their money.

That's where I come in.

I'm Andrew Kacz, founder of Elevated Wealth Advisory, and my goal is simple: to help you confidently answer the question, "Am I going to be okay?"

That question became personal for me after my father passed away. My mother turned to me and asked exactly that and being able to give her clarity and confidence in that moment is what drives the work I do every day.

I work with individuals and families who want more than just investment advice. They want a clear plan, a better understanding of their financial picture, and guidance they can actually trust.

My approach is centered around three key principles:

Clarity: simplifying complex financial decisions so you can move forward with confidence

Strategy: aligning your investments, taxes, and long-term goals into one cohesive plan

Partnership: being someone you can rely on through every stage of life

Whether you're preparing for retirement, navigating an inheritance, or simply looking to get more organized, my role is to help you make confident, informed decisions about your financial future.

General Information

Compliance

Qualifications & Membership

Firm Information

Compensation and Fees

Education

Disclosures

Disclaimer