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Michael Reynolds, CSRIC®, AIF®, CFT-I™

Socially Conscious Financial Planning & ESG Investing.

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Elevation Financial Michael Reynolds, CSRIC®, AIF®, CFT-I™
Westfield, Indiana

Serving Clients Nationwide

Socially Conscious Financial Planning & ESG Investing.

Areas of Focus

  • Budgeting
  • Cryptocurrency
  • Investment Management
  • Owning a Business
  • Socially Responsible Investing

About Me

Elevation Financial is led and owned by me, Michael Reynolds, CSRIC®, AIF®.

I'm an independent financial advisor and owner of Elevation Financial.

I'm a parallel entrepreneur and former digital marketing agency owner. After owning a digital agency for 23 years, I founded and co-founded four new businesses (including Elevation Financial) from 2015 to 2019. I sold my agency in 2018 to focus on my new ventures and grow my advisory firm.

While owning an agency was fun and (mostly/sometimes/maybe) rewarding, I developed a strong desire to help people win with money.

I believe 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.

I also believe that financial education and coaching should be accessible to everyone which is why I've designed my firm with no minimums, allowing you to work with me no matter what phase of your financial journey you are in and from anywhere in the U.S.

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.

Professional Designations

  • Accredited Investment Fiduciary (AIF)
  • Certificate in Blockchain and Digital Assets
  • Certified Financial Therapist (CFT-I)
  • Chartered SRI Counselor (CSRIC)

Affiliations

  • Digital Assets Council of Financial Professionals
  • Financial Therapy Association
  • National Association of Personal Financial Advisors
  • XY Planning Network

Primary Location

Westfield, Indiana, 46074

Meeting Options

  • Video Conference
  • In-Person
  • Phone

Compensation Methods

  • Fee Only
  • Percentage of Assets Managed

What to expect in the first meeting

Book a complimentary 45-minute money session and we'll discuss your top 2-3 money questions.

Offers Investment Management

Yes

About our Firm

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. Create a money journey that helps you say "yes" to your dreams, with supportive, modern, and empathetic financial advice. Build a portfolio of ESG (environmental, social, and governance) investing focused on supporting and developing a better world.

Education

Ball State University, B.S., Management Information Systems; B.M., Cello Performance

Badges

Languages

  • English

Who We Serve

  • Baby Boomers
  • Blended Family
  • Business Owners
  • Couples
  • Crypto Investors
  • Dual Income Family
  • Gen X
  • Gen Y / Millennials
  • Newly Engaged / Newlywed
  • Parents
  • Young Families

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