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.

EP93

E93: Should I Invest in Target Date Funds?

Target date funds often show up in 401(k) plans and 529 plans as the "default" option. But what is a target date fund and should you use one?

EP92

E92: PPP Round 2 Explained (for Small Business Owners)

PPP2 is available to small business owners. Should you apply? How is this round different? Is it possible to get it twice? What if you're a 1099? We cover these questions and more.

EP91

E91: Should I Play Around in the Stock Market?

Whenever something newsworthy happens related to the stock market, interest increases and FOMO sometimes takes hold. Should you be trading stocks? What are the risks and benefits?

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