Level Up Your Money

Socially Conscious Financial Planning & ESG Investing

A Progressive Path to Wealth

Build your path to wealth with a simple, high-tech experience that supports your journey to financial independence and helps you handle your money with intention and purpose.

Modern Financial Advice

Create a money journey that helps you say "yes" to your dreams, with supportive, modern, and empathetic financial advice.

Impact Investment Management

Build a portfolio of ESG (environmental, social, and governance) investing focused on supporting and developing a better world.

Modern, Non-stuffy and High-tech

We believe everyone deserves access to professional financial advice. No minimums, no judgment, and no jargon. And you can meet with us from the comfort of your own home via video conferencing and paperless systems.

Learn More

A Progressive Financial Partner

You don't just want financial advice. You want a simple experience. You want high-tech virtual access that works around your schedule. And you want your money to make a positive impact in your life, in your community, and in the world.

Learn More

Wealth Redefined® Podcast

Practical discussions and insights on money with a modern approach to building wealth.
Hosted by Michael Reynolds, independent financial advisor and Principal of Elevation Financial.

EP102

E102: Lump Sum Investing vs Dollar Cost Averaging vs Recurring Contributions

Should you invest in bigger lump sums or is it better to invest on a steady recurring schedule? Let's discuss.

EP101

E101: Independent Contractor or Employee?

Whether you are a business owner hiring people or you are working for someone else. knowing the rules of how people should be classified is really important. We'll unpack the differences in this episode.

EP100

E100: 7 Lies We Tell Ourselves About Money (with Dan VanDusen)

Relating with money can sometimes be complicated and we often lie to ourselves about it. We're joined by fellow financial advisor, Dan VanDusen to discuss 7 of the most common money lies we see.

All Episodes