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Level Up Your Money

Socially Conscious Financial Planning & ESG Investing

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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.

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Modern Financial Advice

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

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Impact Investment Management

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

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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.

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EP145

E145: Five Simple Money Systems That Will Level Up Your Financial Health

Good habits and systems can lead to great results. In this episode, I will share five of the most impactful (and simple) money systems that can help you significantly improve your financial health.

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EP144

E144: How to Be a Socially Conscious Consumer (While Feeling Overwhelmed)

You try to make a positive impact in the world by buying local, investing responsibly, supporting minority-owned businesses, recycling, re-using, donating, the list goes on and on. But what if you're feeling overwhelmed in the pursuit of ethical perfection as a consumer? Let's discuss.

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EP143

E143: Should I Invest in Gold?

With geopolitical conflicts and inflation, it's natural to look for "safe haven" investments. Gold is one that often holds interest to some. We'll talk through some facts about gold to help you think through whether it makes sense for you.

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Elevation Blog

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Posted by: Michael Reynolds on April 19, 2022

My Favorite Easy-to-Launch Service Business Ideas

If you're interested in increasing your income with a side hustle service business but don't know where to start, these are my favorite types of businesses along with a short description of how to implement.

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Posted by: Michael Reynolds on Aug 17, 2021

Why I Don't Own a Credit Card

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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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