How Much Money Can You Give Your Family Without Paying Gift Tax?
Learn how much you can give family members tax-free in 2026, when you need to file a gift tax return, and smart ways to give, from 529 plans to tuition.
Read moreFee-only · Fiduciary · No minimums
Level Up Your Money
Modern Fiduciary Financial Planning & Investment Management
Judgment-free, jargon-free, high-tech financial planning from a CERTIFIED FINANCIAL PLANNER™, delivered virtually to clients across the U.S.
- Fee-only fiduciary
- No commissions. No product sales. Advice that's only ever in your interest.
- No minimums
- We start with where you are, regardless of income or investable assets.
- 100% virtual
- Meet from anywhere in the U.S. via video, with paperless everything.
- Values-aligned
- ESG and impact portfolios that put your money to work for a better world.
As featured in
Why Elevation
Financial planning that fits the way you actually live.
A Progressive Path to Wealth
Build your path to wealth with a simple, high-tech experience that supports your journey to financial independence with a socially-conscious perspective.
Modern Financial Advice
Create a money journey that helps you say “yes” to your dreams, with supportive, modern, and empathetic financial advice designed for a modern world.
Impact Investment Management
Build a portfolio of Socially-Responsible, ESG (environmental, social, and governance) and Impact Investing focused on supporting and developing a better world.
Accessible
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.
Progressive
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.
How it works
Three steps to a clearer financial picture.
- 01
Book a free consultation
A relaxed video call to talk through your situation, your questions, and what you want your money to do for you.
- 02
See your complete picture
Link your accounts and, maybe for the first time, see your net worth, every account, and a confidence number in one place.
- 03
Make progress, together
A clear plan, values-aligned investments, and ongoing accountability so you keep moving toward what matters.
Blog & Podcast
Fresh from Wealth Redefined®
Weekly, plain-English guidance on money that matters to your life. Most posts are also episodes of the podcast.
The Pros and Cons of Using Your Brokerage Account as an Emergency Fund
Most people know they need an emergency fund. Fewer know how big it should be or where it should live. If you've built up a healthy taxable brokerage account, can it double as your safety net?
Read moreOpen Enrollment Checklist – How to Review Your Employee Benefits
Open enrollment is your yearly chance to fix your benefits. Learn how to review health insurance, HSAs, FSAs, your 401(k), life and disability insurance, and more.
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Ready to level up your money?
Book a free initial consultation. We'll talk about where you are, where you want to go, and whether we're a good fit.