AdFi
MR

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

Westfield, IN
Verified Identity

Elevation Financial LLC

Years of Experience

10 years

Number of Clients

100

Average Client Size

$500,000

Member Since

2022

Allow Me to Introduce Myself

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....

Clientele

New Investors
Single Mothers
Business Owners
Businesswomen

Services Provided

Specialties and Expertise

Credentials and Designations

Pricing Models

Education

Ball State University

B.S. / B.M.

Obtained in 1999

Disclosures and Proof of License

SEC Profile

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Profile Last Updated: February 26, 2025