Ken Armstrong, CFP®, CLU®, ChFC®, CASL®, RICP®, CLTC®

CO-FOUNDER, CEO & SENIOR WEALTH ADVISOR

With 27 years of experience in investment management and financial planning, Ken is passionate about helping successful people retire on their terms—often sooner or with a better lifestyle than they imagined. He is the creator of the Elevate Income Plan, a sound and creative strategy designed to give clients the best possible chance of living well throughout their retirement years. His goal is to help clients live confidently in retirement without worrying about running out of money.

Mr. Armstrong holds a business degree from the University of New Hampshire (1987) and a distinguished set of professional credentials—CFP®, CLU®, ChFC®, CASL®, RICP®, and CLTC®. What truly drives him is making a meaningful difference in his clients’ lives. He takes a genuine interest in each client’s success, making himself available and dedicating as much time as needed to answer questions and deliver outstanding service. At Elevate, his guiding principle is simple: “We’ll tell you what we would want to know if our roles were reversed.” Transparency, trust, and peace of mind are at the heart of everything the firm does.

Clients often express surprise and delight when Ken shows them they can retire earlier or enjoy a more fulfilling retirement than they thought possible. For him, there is nothing more rewarding than helping successful individuals turn years of hard work into a secure and gratifying future.

Outside of work, Ken is a husband of 21 years, a proud father of two, and an active member of his community who advocates for common-sense causes. He enjoys staying fit through gym workouts, mountain biking, and hiking in the Colorado outdoors—bringing the same energy and focus to his clients’ financial journeys. Ken would be honored to help you plan a retirement that exceeds your expectations.