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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 Process

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 with offices in Amherst and Hamburg, NY, serving the Greater Buffalo metropolitan area, helping you understand your finances, overcome uncertainty and move confidently toward your goals.

Meet The Team arrow_icon_negative
 

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®

NEWS

  • 2020 Tax Bracket and Contribution Changes

    As the IRS does every year, all the tax brackets are increasing by the annual inflation amount. This is beneficial because it gives the consumer the ability to keep up with the rising cost of living. But don’t worry, it’s really just a regular IRS......

  • Celebrating 40 Years

    Today our team gathered at the place where it all started, forty years ago this week! On December 28th, 1979 our initial Certificate of Incorporation was filed with the New York Department of State by our founder, Alan Vogt.  In 1984, our company name was......

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