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....

Read More

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....

Read More

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...

Read More

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. ...

Read More

Steven Elwell Discusses Dow 20K on WIVB Channel 4

WIVB appearance .00_01_08_22.Still001

Level Financial Vice President, Steven Elwell, CFP® appeared on WIVB Wednesday night to discuss the impact of the Dow Industrial Average crossing the 20,000 mark for the first time. In the report he noted that good economic reports typically create positive outcomes in the market. "There's been some really good economic reports that have come out since the election and those probably would have caused the stock market to go up anyway," Elwell stated. "Along with that there's been some good company earnings that have been released so companies are making more money and more profits, so that generally causes stocks to go up as well," he added. He cautioned investors though, noting that the 20K record is more of a "psychological boost" than any real indicator of future results. Investors with long term goals should not alter their plans based on one index reaching...

Read More

Level Philanthropic Programs Featured in Wall Street Journal


The Wall Street Journal today featured Level Financial Advisors in a story about how advisory firms are getting creative with volunteer and philanthropic efforts. The story focuses on how advisory firms are working to court a millennial work force that puts extra emphasis on giving back to the community. Half of the firm’s six CERTIFIED FINANCIAL PLANNER™ professionals are under the age of 35 and nearly half of the company’s workforce are part of the millennial generation. The story quotes Level's Vice President Steven Elwell, CFP® on the firm’s efforts to bolster its charitable footprint. “Millennials want to work hard, give back and work somewhere that supports them and their causes,” Elwell told the Journal. The firm has participated in the United Way Day of Caring for the first time in 2016 by giving employees a paid day off to help with a local Meals on Wheels program. The firm also adopted...

Read More