Full Logo for Elevation Financial

Level Up Your Money

Socially Conscious Financial Planning & ESG Investing

Book a Complimentary Money Session
image for A Progressive Path to Wealth

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.

image for Modern Financial Advice

Modern Financial Advice

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

image for Impact Investment Management

Impact Investment Management

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

Image for Modern, Non-stuffy and High-tech

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
Image for A Progressive Financial Partner

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.

Icon of a Microphone
Image for E131: Should I Buy the Dip?

EP131

E131: Should I Buy the Dip?

No, we're not talking about your favorite salsa or party dip. We're talking about investing in "dips" in the market, or "buying low". Is this a good strategy? Let's find out.

Icon of a Microphone
Image for E130: Budget Alternatives for People Who Don't Want to Budget

EP130

E130: Budget Alternatives for People Who Don't Want to Budget

Let's face it, strict zero-based budgeting is not for everyone. No matter how beautiful and seductive your friends make YNAB (or Mint, or spreadsheets, or whatever) sound, you're just not going to do it. So what's the alternative? Are you doomed to a life of financial anarchy? Have no fear. There is hope for your cash flow even if you're not on the budget bandwagon.

Icon of a Microphone
Image for E129: My Three Words for 2022

EP129

E129: My Three Words for 2022

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.

All Episodes

Elevation Blog

Image for Why I Don't Own a Credit Card

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?

Read Article

Image for How I Approach Investing With My Clients

Posted by: Michael Reynolds on May 7, 2021

How I Approach Investing With My Clients

Read Article

Image for Ways to Guide Your Money Toward Supporting Black Lives

Posted by: Michael Reynolds on Jan 8, 2021

Ways to Guide Your Money Toward Supporting Black Lives

Read Article

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

Posted by: Michael Reynolds on Aug 27, 2020

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

Read Article

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

Posted by: Michael Reynolds on Aug 4, 2020

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

Read Article

All Posts