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Michael Reynolds, CFP®, CSRIC®, AIF®, CFT-I™ | Financial Advisor

Profile img for Michael Reynolds, financial advisor at Elevation Financial LLC
Westfield, IN
Michael Reynolds, CFP®, CSRIC®, AIF®, CFT-I™
Financial Advisor
Elevation Financial LLC

Verified Identity

Important Disclosures

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. 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.
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Specialties and Expertise

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Cash Flow Analysis
College Planning
Environmental, Social, and Governance (ESG)
Business Ownership Strategies
Socially Responsible Investing (SRI)
Debt Management
Portfolio Construction

Clientele

4
New Investors
Single Mothers
Business Owners
Businesswomen

Credentials and Designations

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Accredited Investment Fiduciary®

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Certified Financial Planner™

Education

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Ball State UniversityB.S. / B.M.Year Obtained: 1999
Quick Facts About Michael
Years of Experience:10 yearsMember since:2022Average Account Size:$500,000Number of clients:100

Services Provided

How I help my clients

Investment Management

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Financial Planning

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Retirement Planning

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Business Retirement Solutions

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Pricing Models

Flat Fee
Hourly Fee
AUM

Proof of License

SEC Profile
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Westfield, IN
Michael Reynolds, CFP®, CSRIC®, AIF®, CFT-I™
Financial Advisor
Elevation Financial LLC
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Profile last updated: 02-26-2025