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Services

Fee-only, fiduciary planning

It’s your future. It should be planned on your agenda. That’s why we don’t work on commission, so you can be confident that your goals are our only priorities – not selling products.

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Our Investment Process

We invest in order to grow your savings and protect you from the effects of inflation.  We employ an evidence-based strategy to build globally-diversified portfolios using low-cost, tax-efficient mutual funds. This strategy helps you achieve your objectives from the short-term to the long-term and everything in between.

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Holistic financial planning

Our holistic financial planning assures you that we are looking at your specific situation and goals from every possible angle. We take into account all the factors that make your situation uniquely yours: your age, your finances, your family and your future.

  • Retirement planning
  • Tax planning
  • Insurance planning
  • Investment management

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Our Services

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About Us

At Level Financial Advisors, we’re a team of financial professionals dedicated to your financial well-being through personal financial planning and rational investment management. We are a comprehensive, fee-only firm in Amherst, NY, serving the Greater Buffalo metropolitan area, helping you understand your finances, overcome uncertainty and move confidently toward your goals.

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We strive to humanize financial planning, treating our clients and employees like family. Honesty, integrity, flexibility and transparency are pillars of our existence. Nothing is more important to our firm.

Rosanne Braxton, CFP®

NEWS

  • Memorial Day Hours

    Please note, our offices will be closed on Monday, May 29th, 2017 in observance of Memorial Day.  We will reopen on Tuesday at 8:30am.   We have normal operating hours on Friday, May 25th.  Enjoy the holiday weekend!...

  • Steven Elwell Honored by Alfred State

    Level Financial Vice President and Partner, Steven Elwell, CFP®, was recently honored by Alfred State with their Outstanding Young Alumni Award.  The annual award is presented to an Alfred State graduate who, within ten years of his or her graduation, has demonstrated outstanding service to......

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