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Level Up Your Money

Looking for a financial advisor who speaks human? Ready for a simple, high-tech, modern experience? You're in the right place.

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Financial Planning

Build a roadmap for reaching your financial goals with a cloud-based, high-tech experience.

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Financial Coaching

Financial coaching to help you stay accountable and focused on your goals, budgeting, and decision-making. Includes business consulting for entrepreneurs.

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Investment Management

Investment advice and management to keep you on track for retirement and long-term investing.

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Friendly, Non-stuffy and High-tech

We want to help people. 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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Your Financial Partner

Planning, coaching, advice and sounding board. We are all of these things and more. If you're looking for a true financial partner, you're in the right place.

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Wealth Redefined

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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EP42

E42: What is An HSA and Do I Need One?

What is a Health Savings Account and how does it work? What are these tax benefits everyone keeps talking about? You're in luck. Today we unpack HSAs and how they work.

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EP41

E41: Three Great Reasons to Set Up Automatic Contributions

We often have goals of making significant contributions to retirement but sometimes life gets in the way and we end up being inconsistent. Here are three great reasons to put your investing on auto-pilot.

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EP40

E40: What Does It Cost to Work With a Financial Advisor?

How do financial advisors get paid? Does it seem like a mystery to figure out how you will be charged? We explain all in this episode.

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Elevation Blog

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Posted by: Michael Reynolds on February 18, 2020

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?

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Posted by: Michael Reynolds on Feb 18, 2020

How I Approach Investing With My Clients

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Posted by: Michael Reynolds on Feb 18, 2020

I'm a Financial Advisor — Here Is How I Organize My Bank Accounts

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Posted by: Michael Reynolds on Feb 18, 2020

Why Entrepreneurship is the Third Pillar of Wealth

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Posted by: Michael Reynolds on Feb 18, 2020

The Value of Separating Your Identity from Your Business

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