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.

EP66

E66: Three Mistakes You’re Probably Making with Life Insurance (with Mark Maurer)

Life insurance is important for many people but it's easy to overlook a few common details that can lead to problems later on. We are joined today by Mark Maurer, CEO of LLIS which has been providing high touch, high tech insurance services since 1992.

EP65

E65: Why is My Friend's Investment Account Doing Better Than Mine?

Has your friend been bragging about how well their investment account is doing while you aren't seeing the same results?

EP64

E64: The Future of Financial Advice (with Tyrone Ross)

Tyrone Ross, Director of Community at Altruist, joins the podcast for an incredible conversation about the changing landscape of the financial industry, how technology is making it easier to get financial advice, what's broken about the industry, and how Altruist is leveling the playing field.

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Elevation Blog

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

Elevation Blog

Posted by: Michael Reynolds on August 4, 2020

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

It’s easy to see why real estate investing looks attractive. There are all sorts of media and marketing around real estate. But is it all it’s cracked up to be?

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Posted by: Michael Reynolds on Jul 29, 2020

What is an Investment Policy Statement?

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Posted by: Michael Reynolds on Jun 16, 2020

How to Launch an Online Course or Product

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Posted by: Michael Reynolds on Jun 10, 2020

13 Myths About Working With a Financial Advisor

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Posted by: Michael Reynolds on Jun 3, 2020

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

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