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.

EP106

E106: What to Do If You Don’t Have a 401(k)

Many people save for financial independence using an employer-provided 401(k) plan. It's the most well-known retirement plan today. But what if you don't have access to one? What are your options?

EP105

E105: Do I Need an EIN as a Business Owner?

If you're starting or running a business, you may have heard of an EIN (Employer Identification Number). Do you need one? What's it for?

EP104

E104: Budgeting With An Irregular Income

Budgeting with an irregular income can be a challenge. But it's not impossible. We'll cover some approaches and tips for making your budget work even with unpredictable cash flow.

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