Mike Romig

Mike Romig is an Accredited Investment Fiduciary® Designee, and is CEO of Romig Capital Affiliates Corporation.

Mike began his financial career in 1979 as a pension consultant and over the next decades helped dozens of companies provide meaningful retirement benefits to their employees. Along the way
Mike wrote the book 401(k): WHY?/Design Your Plan for Greater Profitability! and created the Transform401(k) Process™, pursuing increased profitability through effective plan
design assistance.

As a response to client demand, in 2009 Mike began helping business owners wanting to exit their companies. In 2022 Mike created the exit Advantage™ , a process to guide owners through the process of exiting their companies.

Prior to joining Elevated Investment Partners, Mike was Managing Director of Level Four Pension Advisors, Mike had been a Registered Principal with National Planning Corporation and Managing Director of RCA Pension Advisors with offices in Dallas and New Orleans. He graduated from Loyola University of the South with honors in accounting and has done advanced studies at The American College and the American Academy of Financial Management. Mike is both a Registered Representative and an Investment Advisory Representative of LPL Financial.

Mike is passionate about helping entrepreneur/business owners exit their companies and realizing both their financial and personal goals.