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

Investment Management

Financial Planning

Retirement Planning

Business Retirement Solutions

Specialties and Expertise

Cash Flow Analysis

College Planning

Environmental, Socia...

Business Ownership Strategies

Socially Responsible...

Debt Management

Portfolio Construction

Credentials and Designations

AIF®

Accredited Investment Fiduciary®

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CFP®

Certified Financial Planner™

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Pricing Models

Flat FeeHourly RateAUM

Education

Ball State University

B.S. / B.M.

Obtained in 1999

Advisor Links

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Advisor Website

Disclosures and Proof of License

SEC Profile

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