Paul Coleman Receives Scholarship to Prestigious FPA Event

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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

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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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Steven Elwell Discusses Dow 20K on WIVB Channel 4

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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...

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Level Philanthropic Programs Featured in Wall Street Journal

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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...

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Level Reaches Assets Milestone

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PRESS RELEASE Amherst, NY: Level Financial Advisors, a fee-only financial planning and investment management firm, announced today that its assets under management have reached $300 million. The firm, with six CERTIFIED FINANCIAL PLANNER™ practitioners, was already ranked at 401 out of 584 large independent investment managers by Financial Advisor Magazine based on the $261 of assets it had under management at the end of 2015. “We are pleased with our strong growth so far in 2016,” said Rosanne Braxton, CFP®, president of the firm. “More individuals and families are seeking our advice and guidance.” Along with growth from new clients and new deposits from existing clients, Level adopted new technology that allowed it to directly manage its clients’ assets held at TIAA, the investment company dedicated to retirement accounts for higher education and medical professionals. “The new technology provides us the ability to include TIAA accounts in our portfolio management service, which often results in increased...

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