Michael Reynolds
CFP®, CSRIC®, AIF®, DACFP®, CFT-I®™
Elevation Financial LLC
Principal
Michael Reynolds
CFP®, CSRIC®, AIF®, DACFP®, CFT-I®™
Elevation Financial LLC
Principal
Progressive, Virtual Financial Advisory & ESG Investing - Michael Reynolds, CFP®, CSRIC®, AIF®, DACFP®, CFT-I®™
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.
I’m a CERTIFIED FINANCIAL PLANNER™ (CFP®) and owner of Elevation Financial, a fee-only financial planning and investment management firm serving progressive SRI/ESG investors.
I work with individuals and families who are ready to gain greater control over their money and build a life with intention.
I create a judgment-free space that empowers my clients to talk openly about their financial challenges, which can help form healthier relationships with money.
I’ve been an entrepreneur for over two decades and have built and sold multiple businesses, including a digital marketing agency, a software company, and other service businesses. As a result of my business background, I often help my clients with similar challenges, including starting a business, or building and optimizing a business.
I am tech-forward and highly organized. Many of my clients appreciate this because I am able to help them get organized with their money while providing accountability to help them make progress.
Ultimately by working together we will help you make better money decisions, avoid costly detours, and lead a more fulfilling life.
I host a weekly personal finance podcast called Wealth Redefined® which can be found whenever you listen to podcasts.
I'm a sushi lover, Star Trek nerd and firmly in defense of one space after a period.
In addition to comprehensive financial planning, I have some specific areas of deeper expertise.
My areas of specific expertise
- Socially Responsible Investing / ESG / Impact Investing
- Entrepreneurship and mentoring business owners
- Financial therapy and helping my clients develop healthier relationships with money
- Budgeting and cash flow management
- Helping my clients maintain responsible exposure to digital assets / cryptocurrency
Credentials
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
- Chartered SRI Counselor™ (CSRIC®)
- Accredited Investment Fiduciary® (AIF®)
- DACFP Certificate in Blockchain and Digital Assets®
- Certified Financial Therapist - Level I™
Superpowers
- Trying 17 different apps to solve a problem and then using none of them
- Choosing the perfect stock photo for any occasion
Kryptonite
- Losing all ability to type when someone is watching
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.
Specialties
- Comprehensive Financial Planning
- Investment Management
- College Education Planning
- Tax Planning
- Small Business Coaching
- ESG Investing
- Cryptocurrency / Digital Assets
Ideal Clients
- Growing Families
- Business Owners and Solopreneurs
- Sudden Money Situations
- Novice Investors
- ESG/Impact Investors
- Tech-savvy Clients
Working Together
- 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 CERTIFIED FINANCIAL PLANNER™ Professional - Click for VerificationCFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.
-
Michael Reynolds is a NAPFA AssociateThe 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 NetworkThe 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 AdvisorDimensional believes an advisor can work closely with you to understand your financial needs and provide a range of wealth management services, while encouraging the discipline essential to long-term investment success. Financial advisors who work with Dimensional operate independently from Dimensional and vary in the extent to which they use Dimensional funds.
-
Michael Reynolds is a Chartered SRI Counselor™ (CSRIC™)Individuals who hold the CSRIC™ designation have completed a course of study encompassing the history, definitions, trends, portfolio construction principles, fiduciary responsibilities, and best practices for sustainable, responsible, and impact (SRI) investing. This program was developed in partnership with US SIF, The Forum for Sustainable and Responsible Investment -- the leading voice advancing sustainable, responsible, and impact investing across all asset classes in the United States. Additionally, individuals must pass an end-of-course examination that tests their ability to synthesize complex concepts and apply theoretical concepts to real-life situations. All designees have agreed to adhere to Standards of Professional Conduct and are subject to a disciplinary process.
-
Michael Reynolds is an Accredited Investment Fiduciary® (AIF)Accredited Investment Fiduciary® (AIF®) training empowers investment professionals with the fiduciary knowledge and tools they need to serve their clients’ best interests. Advisors who have earned the Accredited Investment Fiduciary designation have gone through training, met the qualifications, and passed the exam allowing use of the AIF designation and they are immediately able to demonstrate the added value that they can bring to both existing and prospective clients.
-
Michael Reynolds earned the Certificate in Blockchain and Digital Assets℠Financial professionals who hold the Certificate in Blockchain and Assets℠ issued by Digital Assets Council of Financial Professionals (DACFP) have earned the essential knowledge and skills they need to provide their clients accurate, relevant, timely and valuable advice about blockchain and digital asset management. Graduates of the Certificate program have taken the only course of its kind about this emerging ecosystem created for financial advisors by leading financial advisors.
-
Michael Reynolds earned the Certified Financial Therapist - Level I™ Designation (CFT-I™)The CFT-I™ designation is a certification for both financial and mental health professionals, developed and administered by the Financial Therapy Association. Professionals holding this designation have learned to apply research and evidence-based therapeutic techniques to help clients, advance the field of financial therapy, and engage with other practitioners.
-
Michael Reynolds is Quoted on CBS News - Moneywatch: "Here's how professionals in 3 different fields are using ChatGPT for work"
-
Michael Reynolds is Quoted on MSN Money: "Worried About Losing Your Tech Job? Six Financial Pros Offer Tips for Uncertain Times"
-
Michael Reynolds is Quoted on Yahoo Finance: "Overspending? Undercharging? These can be signs of trauma that has shaped your money attachment style"
-
Michael Reynolds is Quoted in InvestmentNews: "Gold steps up once again as the ultimate bear market hedge"
-
Michael Reynolds is Quoted in NAPFA Advisor: "Must-use tech for the modern firm"
-
Michael Reynolds is a Guest on XYPN Radio: " Strategic and Authentic Podcasting: A Conversation with Aaron Agte, Michael Reynolds, and Trishul Patel"
-
Michael Reynolds Writes for PolicyGenius
-
Michael Reynolds is Quoted in A Dime Saved: "Benefits Of Using An IRA"
-
Michael Reynolds is Quoted on The Frugal Expat: "9 Tips on How to Prepare for a Recession"
-
Michael Reynolds is Quoted on Moneywise: "Overspending or undercharging? These can be signs of trauma that has shaped your relationship with money"
-
Elevation Financial Utilizes Altruist's Easy to Use Platform to Focus on Serving You Better
Contact Michael Reynolds
Office Locations:
-
Virtual Appointments
Westfield, IN 46074
