Level Employees Donate to United Way Community Baby Shower


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...

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Level Hosts Alfred State Students


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....

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Steven Elwell, CFP® Quoted in NBC News Article


Discussing the impacts of global upheaval on international markets, Level's Vice President Steven, Elwell, CFP® talked about the dangers of abandoning international stocks in the face of crisis. The story, which ran on the front page of the business section at nbcnews.com, was written to address investor concerns after recent incidents in Syria and North Korea.   "Approximately half of the world's stocks available to invest in are outside the United States," Elwell said. "To categorically say, 'I'm not going to invest there' — you're taking an enormous piece of the overall universe off the table," Elwell said in the article.  You can read the entire piece here....

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Paul Coleman Receives Scholarship to Prestigious FPA Event


PRESS RELEASE:  The Financial Planning Association recently announced that Paul Coleman III, CFP® has received a scholarship to attend its 2017 FPA Retreat the week of April 24-27.  The event, designed to connect the best and brightest financial planning professionals throughout the U.S., will focus on the latest trends in the industry and offer attendees the chance to interact with thought leaders and experts from several financial services companies. Topics planned for the event include financial wellness, disability insurance, elder abuse/fraud, technology and innovation in investment management, marketing and several other financial services trends. “We are very excited that Paul has received a scholarship to this prestigious event.  It affirms his commitment as a leading, next generation financial advisor. We look forward to the great new ideas he will bring back from the retreat,” said Level’s Chief Operating Officer, Michael Heburn. “Paul is a hard working professional and committed to providing the best...

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Press Release: Bethany Wagner Promoted to Operations Specialist

Bethany Wagner - Copy

Level Financial Advisors has named Bethany Wagner as its Operations Specialist effective January 1, 2017. Ms. Wagner joined the firm in 2013 as a part-time associate and was promoted to Administrative Assistant the following year. In her new role she will oversee the firm’s information technology platforms, manage client quarterly reporting systems and coordinate the firm’s formal review process for client meetings. She will also work on key training projects and assist the firm’s Client Service Supervisor with daily activities. Ms. Wagner graduated in 2009 from Buffalo State College with a bachelor’s degree in psychology. Level manages $312 million in assets for over 500 households and is based in Amherst, NY. The firm has been in business since 1980 and recently changed its name from Schroeder, Braxton and Vogt, Inc. as part of its rebranding efforts. ...

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