Financial planning often begins with a simple objective such as preparing for retirement, managing investments, or protecting a family's long-term financial future. Yet for many professionals and business owners, those goals eventually intersect with broader strategic questions involving taxes, succession, risk management, and long-term continuity. According to Darby Heidemann, Co-Founder and Private Wealth Advisor with Elevation Wealth Planning, addressing those interconnected issues requires a planning model that looks beyond a single financial product or service.
Elevation Wealth Planning is a planning-centered wealth management firm overseeing approximately $600M (As of March 2026. Figure refers to brokerage assets with Northwestern Mutual Investment Services and advisory assets with Northwestern Mutual Wealth Management Company) for more than 3,000 clients nationwide. They practice wealth management through disciplined, comprehensive planning, integrating investment strategy, risk management, retirement design, tax coordination, and estate alignment within one cohesive framework.
