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in Indiana

Michael Reynolds

Owner

Elevation Financial

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.

I believe most millennials are trying to strike the right balance between vacation and vocation. Life can be overwhelming, but at the end of the day, most of us want to use money to create memories with the people we care about most. I help millennials strike that balance through thoughtful financ...

I am a forward thinking financial planner who specializes in working with millennial business owners and those with equity comp.

With almost 25 years of financial sector experience, Benjamin Abraham is a partner-advisor in Allworth's Indianapolis office. "I want my all my clients to feel that they are receiving an exemplary level of attention, insight, and professionalism. I treat all my clients like family and nothing is mor...

Marty Bassett, an Indiana native, was raised in Bloomington and believes his core values come from a... Prior to founding the company, Martin worked at a nationwide insurance company and two independent broker dealers for the past two decades before realizing that he wanted something better for his family and his clients.

As a shareholder and owner of Deerfield since 1995, Susie has been instrumental in developing the fi... She is a Certified Financial Planner(TM) and has served in many volunteer positions at the local and national levels. Susie is also active in her local community through the Indianapolis Rotary Club and the United Way Women's Leadership Council.