Co-Founder & Private Wealth Advisor at Elevation Wealth Planning
📍 Salt Lake City Metropolitan Area, United States
As Co-Founder of Elevation Wealth Planning, Kyle Burton helps entrepreneurs achieve financial independence. He leverages his firsthand experience of starting and selling two businesses to guide clients in protecting their legacies. He holds a B. B. A. from Weber State University and has won multiple top performance awards.
He was selected as one of only 50 students nationwide to serve as a United States Senate Page in Washington D. C. , working directly for Senator Orrin G. Hatch.
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Experience
13 Years
Current Role
Co-Founder & Private Wealth Advisor
Job Level
Leadership
Location
Salt Lake City Metropolitan Area, United States
Personality Overview
How Kyle shows up
Price-Sensitive
Cautious & Analytical
Systematic
They generally do not appreciate an overfriendly approach and prefer to stay to-the-point. They prefer to fully evaluate every situation. While they don't hesitate to ask questions, they are generally risk-averse and tend to be late adopters.
Priorities
Topics Kyle cares about
Entrepreneurial Finance
As a former owner who started, scaled, and sold two businesses, he has a deep passion for advising other entrepreneurs on their financial journey.
Financial Independence
His stated mission is to help business owners and self-made professionals achieve financial independence through customized, goal-oriented strategies.
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Career
Work history
1-2017
Co-Founder & Private Wealth Advisor
Elevation Wealth Planning
1-2017
Financial Advisor
Northwestern Mutual
4-2007 - 3-2017
Owner & Founder
KB Lawn Care & Landscaping
6-2011 - 7-2011
Senate Page
United States Senate
In the press
Media appearances
Kyle Burton - Elevation Wealth Planning | Northwestern Mutual. Featured in Forbes
Calculativeness (C) reflects the degree to which a person is likely to be cautious, systematic and analytical. Those scoring high tend to emphasise quality and accuracy.
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