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About Elevate Planners

Your Partner for
Trusted Financial Guidance

At Elevate Planners, we are dedicated to providing personalized, high-level financial planning and wealth management services. Our mission is to empower individuals and families to achieve their financial goals and secure their financial legacy through comprehensive, thoughtful, and strategic planning. We believe that financial success is achievable for everyone, and we are committed to guiding our clients every step of the way towards realizing their dreams.

We stand out for our unwavering commitment to our clients' financial success. Our fiduciary responsibility means we always act in your best interests. We pride ourselves on our transparency, integrity, and the personalized attention we give to each client. When you choose Elevate Planners, you're choosing a partner dedicated to helping you achieve your financial dreams. Our holistic approach ensures that all aspects of your financial life are coordinated and working towards your overall objectives, providing you with peace of mind and a clear path to success.

MEET THE TEAM

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Oleg N. Zviagin

Founder and Wealth Advisor

The proud founder of Elevate Planners, Oleg brings a deep passion for financial planning and a commitment to helping clients achieve their financial aspirations. With over 13 years of experience in the financial industry, Oleg has cultivated a reputation for delivering personalized and strategic financial guidance tailored to each client's unique circumstances. Oleg's approach is rooted in the belief that financial success is attainable for everyone. By taking a personalized approach to each client's financial landscape, Oleg ensures that every aspect of their financial life is aligned and working towards their long-term goals. This comprehensive approach, combined with a steadfast commitment to transparency, integrity, and client-focused service, has made Oleg a trusted partner for individuals, families, and small business owners seeking to secure their financial futures. As a fiduciary, Oleg prioritizes the best interests of clients above all else, providing peace of mind and a clear path to financial success. Whether you're planning for retirement, managing investments, or building a financial legacy, Oleg is dedicated to guiding you every step of the way. Oleg is a lifelong New Yorker, currently residing in Brooklyn. On his free time, he enjoys reading and adding literature to his personal library, rooting for his favorite sports teams, and exploring new travel destinations.

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Lukas DeWitt

Wealth Advisor

As a lifelong New York native, I’ve had the privilege of experiencing the diverse offerings of the Empire State. Growing up in Ulster County, often referred to as “upstate New York,” I enjoyed an outgoing, outdoors-oriented lifestyle that shaped my early years. For the past eight years, I’ve called Westchester County home, deepening my connection to this incredible state. After a traditional upbringing and completing high school, I felt a strong calling to serve and joined the military, which instilled discipline, resilience, and a passion for leadership. Following my service, I transitioned into various managerial roles in construction management, honing my skills in organization and project execution. Eager to chart my own path, I ventured into entrepreneurship in the real estate industry. My innate passion for learning and helping others soon led me to expand my expertise into the financial markets, earning a series of professional certifications along the way. Today, I hold credentials as a Financial Advisor, a licensed New York State Real Estate Salesperson, and a licensed Life Insurance professional. With years of experience assisting clients in these fields, I specialize in crafting tailored wealth-building strategies that empower individuals and businesses to achieve their financial goals. My approach combines expertise, a commitment to education, and a deep understanding of my clients’ unique aspirations. Whether you’re an individual seeking financial clarity or a business owner aiming to scale and succeed, I am dedicated to helping you turn your goals into reality.

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LEGACY

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TRUST

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