Michael Reynolds
Elevation Financial LLC
Get in Touch
16780 Onward Drive, Westfield, IN 46074
Issues and needs
Relationships/Family, Compulsive spending
Occupational specialties
Business Owners, Therapists, Teachers, Digital nomads, Real estate
About
I'm a fee-only fiduciary financial advisor specializing in Socially Responsible Investing / ESG / Impact investing. I enjoy helping my clients with financial planning, investing, and using financial therapy tools to help my clients relate with money more successfully.
Professional Specialty Areas
Issues and needs
Relationships/Family, Compulsive spending
Occupational specialties
Business Owners, Therapists, Teachers, Digital nomads, Real estate
Languages
English
Religious/Spiritual
LDS
Disability/Ability
Sexuality
Heterosexual/Straight, LGBTQ+, Gay, Lesbian, Bisexual, Asexual
Racial Identities
First Nations/Indigenous, Hispanic, Latinx, Caucasian, East Asian, South Asian, Middle Eastern and North African, Black, or African American, Native Hawaiian and Pacific Islander
About the Practitioner
Primary Professional Orientation
Financial
Delivery Method
Virtual
Country
USA
Service Area
Type of Service
Coaching, Financial Planning, Investment Management
Practitioner Gender
Male
Fee Structure
Flat fee, Hourly - Accept US insurance, Assets under management
Practitioner Designations and Qualifications
Financial Therapy Designations
Certified Financial Therapist Level I - CFT-I™
Mental Health Designations
Financial Designations
CSRIC®, AIF®
