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.
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.
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
Our Services
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 in Amherst, NY, serving the Greater Buffalo metropolitan area, helping you understand your finances, overcome uncertainty and move confidently toward your goals.
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.
If you missed either of the first two parts of this three part series on tax-efficient giving strategies, check them out here: Part 1 Part 2 As mentioned in the first two parts of this series, recent tax reform is significantly reducing the number of......
The stock market plunges over two days! Volatility ripples around the world! Do rising interest rates signal the end of bull market? Pardon me if I yawn. After 20 years in the investment business and 14 years as a financial reporter at a daily newspaper......
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