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.

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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.

EP126

E126: What I Look for When Evaluating Mutual Funds and ETFs

When I'm choosing mutual funds and ETFs for investments, there are some specific things I look at when screening. I'll share those elements and how I use them to choose funds.

EP125

E125: The Basic Estate Planning Documents that Everyone Needs

The concept of "estate planning" or even a Last Will & Testament can often seem like an abstract and far-off thing to many of us. But there is a basic set of estate planning documents that are important for all of us to have. Jeff Heinzmann from Heinzmann Law Office walks us through these documents and how they work.

EP124

E124: Unpacking the HSA and How It Works

The HSA (Health Savings Account) is a feature of certain health insurance plans and they can make sense for many folks who are choosing plans during open enrollment. We will unpack how an HSA works, discuss the "triple tax benefit" features, and get into the details of what makes this account so useful, even as a supplemental retirement account.

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Elevation Blog

Elevation Blog

Posted by: Michael Reynolds on August 17, 2021

Why I Don't Own a Credit Card

I know, I'm a total weirdo and most people can't understand how I can function as a human on planet Earth without credit cards. After all, 83% of people aged 30 - 49 own a credit card and over half the households in the U.S. carry credit card debt so I must be missing out, right?

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Posted by: Michael Reynolds on May 7, 2021

How I Approach Investing With My Clients

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Posted by: Michael Reynolds on Jan 8, 2021

Ways to Guide Your Money Toward Supporting Black Lives

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Posted by: Michael Reynolds on Aug 27, 2020

How I Organize My Bank Accounts (A Blueprint for Structured Banking)

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Posted by: Michael Reynolds on Aug 4, 2020

Starry-eyed About Real Estate Investing? Here's a Dose of Reality.

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