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 System

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 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®

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