Elevation Financial LLC
Fee-Only financial planner located in Westfield, IN, serving clients locally and across the country
Michael Reynolds is an Indianapolis, IN fee-only financial planner. Elevation Financial LLC provides comprehensive and objective financial planning and socially responsible investing to help clients organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Michael Reynolds is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.
Michael Reynolds is an independent financial advisor and owner of Elevation Financial.
He is a parallel entrepreneur and former digital marketing agency owner. With a long history of owning, growing (and even selling) successful businesses, Michael is passionate about personal finance, entrepreneurship, and financial education.
As a Ramsey Certified Financial Master Coach, Michael not only enjoys creating simple and accessible financial plans for his clients but also coaching them through the process of making real change in their lives.
Michael hosts a weekly personal finance podcast called "Wealth Redefined" which can be found whenever you listen to podcasts.
Michael believes that it's fundamentally important to learn to take control of your money because money touches every part of our lives and is the foundation that supports and empowers our life decisions both large and small.
He also believes that financial education and coaching should be accessible to everyone which is why he has designed his firm with no minimums, allowing clients to work with him no matter what phase of their financial journey they are in and from anywhere in the U.S.
Michael is a sushi lover, Star Trek nerd and firmly in defense of one space after a period.
Michael Reynolds is a Member of the National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.
NAPFA members live by three important values:
- To be the beacon for independent, objective financial advice for individuals and families.
- To be the champion of financial services delivered in the public interest.
- To be the standard bearer for the emerging profession of financial planning
Progressive Financial Advisory for Those Who Dare to Be Better
You're planning, launching, or growing a business while balancing your personal finances and your life. At the same time, you're wondering what you don't know. You need a guide and a mentor to make it all work. Elevation Financial is designed for you. Elevation Financial is an independent, fee-only, fiduciary RIA founded located in Westfield, IN, serving clients virtually.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
- Comprehensive Financial Planning
- Investment Management
- College Education Planning
- Tax Planning
- Small Business Coaching
- ESG Investing
- Growing Families
- Business Owners and Solopreneurs
- Sudden Money Situations
- Novice Investors
- ESG/Impact Investors
- Tech-savvy Clients
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
- Financial Concepts Made Simple
- Ongoing Support and Structure
Professional Designations & Affiliations
Michael Reynolds is a NAPFA-Registered Financial Advisor
The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
Michael Reynolds is a Member of the XY Planning Network
The XY Planning Network is the leading organization of fee-only financial advisors who are focused on working with Generation X and Generation Y clients. Our mission is to connect consumers with best-in-class financial advisors who specialize in working with clients just like you.
Elevation Financial LLC is an Approved Dimensional Funds Advisor
Dimensional Fund Advisors is a leading global investment firm that has been translating academic research into practical investment solutions since 1981. Guided by a strong belief in markets, the firm builds and implements strategies to help clients pursue higher expected returns. An enduring philosophy, strong client commitment, and deep working relationships with the academic community underpin Dimensional’s approach to investing and form the foundation for new strategies.
Contact Michael Reynolds
Westfield, IN 46074