Level Financial Listed in National Ranking for Advisory Firms

FA-Mag-RIA-Ranking1

Financial Advisor Magazine’s annual ranking of large independent investment advisors listed Level Financial Advisors 391 out of 638 firms nationally, according to the publication’s July edition. Querying thousands of firms throughout the U.S., Level moved up ten spots from last year’s ranking of 401, posting 17% growth to $306 million in AUM (assets under management). “We’re excited about the growth we are experiencing and the results from our strategic planning efforts, as well as the commitment our employees have made to that plan,” said Level’s Chief Operating Officer Michael Heburn. The firm has continued its 2016 growth pattern with strong results in the first half of 2017. The company posted a record $337 million in AUM in July through strong market performance, marketing efforts, and acquisition activity, Heburn stated. FA Magazine  performs the annual survey as a means of measuring growth among independent advisors across the country. Firms must be registered investment advisors and provide financial...

Read More

LEVEL FINANCIAL ADVISORS LAUNCHES EMPLOYEE PAID VOLUNTEERISM PROGRAM

volunteer-652383_1280

Press Release Amherst, NY: In a continuing effort to give back to the community, Level Financial Advisors, Inc. announced today the launch of a program that pays employees to participate in local volunteer programs. The new policy encourages employees to sign-up for activities with charitable organizations during work hours. “One of our coworkers made the suggestion and we thought, ‘What a great idea,’ said the company’s Chief Operating Officer and Partner, Michael Heburn.  “Our firm has a rich tradition of volunteerism dating back decades; adding this new component further cements that culture with our team.” The program is coordinated by Candice Broadus, who initially suggested the move in 2015.  Broadus has been instrumental in quarterbacking several charitable programs with the firm, including the company’s regular partnership with the United Way of Buffalo and Erie County.  Broadus has been with the firm since 2012. “We have a great group of employees who give so...

Read More

Steven Elwell Honored by Alfred State

SE Alfred

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 his or her profession, community, and Alfred State. Steven graduated from SUNY Alfred in 2007 with a Bachelors degree in Financial Planning. After starting as an intern with Level (formerly Schroeder, Braxton & Vogt), he took over the Financial Planning Department for the firm and was promoted to Vice President. He became a co-owner of the company in 2014.  Steven is one of four financial professionals with Level Financial affiliated with the Financial Planning program at Alfred State....

Read More

Level Employees Donate to United Way Community Baby Shower

Babyshower2017

Our conference room was full of diapers, baby toys, and other essentials for the United Way Community Baby Shower!  The eighth annual event is a community-wide effort to collect essential baby items that will help at-risk mothers to give their newborns a stronger start, giving them supplies and support needed for a healthy beginning.  Level is a proud sponsor of the United Way of Buffalo & Erie County...

Read More

Level Hosts Alfred State Students

alfred

A group of students from Alfred State's Financial Planning program (BBA) visited Level's Amherst offices to learn more about the industry and what it means to be a fee-only, fiduciary advisory firm.  The group, led by Alfred professor Scott DuMond, participated in a conference with Level's Chief Operating Officer Mike Heburn, Vice President, Steven Elwell, CFP®, and Financial Planning Associate, Alanna Conciardo.  Both Steven and Alanna are graduates of Alfred's financial planning program. The planned "field trip" is part of a continuing relationship with Level and Alfred State University.  Four of the firm's 7 professionals are linked to the program, including Senior Financial Advisor, Win Jacob, CFP®, who began the program and taught with the school before starting his own firm and later joining Level. The group discussed practice management, compliance, and various financial planning and investment techniques used by Level to serve its nearly 600 clients....

Read More