Level Up Your Money

Progressive, Virtual Financial Advisory & 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.

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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.

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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.

EP88

E88: What is a "Backdoor" Roth IRA?

The Roth IRA is a core retirement account that is a core component of many financial plans. But there are certain restrictions that can prevent people from using it. We'll talk about a workaround today called the "Backdoor" Roth IRA.

EP87

E87: My Three Words for 2021

Every year, I do Chris Brogan's "Three Words" exercise to start the new year with purpose. I've done it for many years now and I am 100% in love with it. I'll share how I did last year and what my words are going to be this year. And I'll share how you can do it, too.

EP86

E86: What It's Like to Work With Me

I'm indulging myself a bit for the last episode of the year. I'm going to give you a detailed description of what it looks like to work with me as a client.

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