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Jonathan McCarty, CFP®

Founder

​"My job is to help families reach their full financial potential.  Life asks us to make a lot of financial decisions with very little training and oftentimes we don't have good financial role models to help guide us.  At Elevated, not only are we optimizing each clients financial situation, we're helping to align our clients finances with their values and we find that helps people find more balance in their work, family, spiritual & financial lives."

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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.

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695 Pro Med Lane

Suite 209

Carmel, IN 46032

317-533-7721

Check the background of our Financial Advisors on FINRA's BrokerCheck.

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Investment Advisory Services offered through Elevated Financial Group, a Registered Investment Advisor with the U.S. Securities & Exchange Commission. Registration does not imply a certain level of skill or training. Information presented is for educational purposes only and is not intended to make an offer or solicitation for the sale or purchase of any securities. Elevated Financial Group's website and its associated links offer news, commentary, and generalized research, not personalized investment advice. Nothing on this website should be interpreted to state or imply that past performance is an indication of future performance. All investments involve risk and unless otherwise stated, are not guaranteed. Be sure to consult with a tax professional before implementing any investment strategy.  No mobile information will be shared with third parties/affiliates for marketing/promotional purposes. All other categories exclude text messaging originator opt-in data and consent; this information will not be shared with any third parties.  © 2025 Elevated Financial Group. All rights reserved

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