Michael Reynolds (AIF®, CFP®, CFT-I, Chartered SRI Counselor™)

Michael Reynolds focuses in the
following client markets or areas of practice:

  • AUM
  • Business Owners
  • Cash Flow/Budgets/Credit Issues
  • Entrepreneurs
  • Financial Psychology/Coaching
  • Fixed Fee (Subscription, Retainer, etc.)

Planning Specialties

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

Additional Information

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

NAPFA Start Date

October 24, 2019


This Office

16780 Onward Dr Westfield, IN 46032 Phone: (317) 207-0211