About Us

Our success is our client's success.​

As financial advisors, we can sometimes see the nervousness in our client’s eyes. We understand it. You’re entrusting us with your family’s financial well-being, your hopes and dreams for retirement, and your legacy.

Since 1979, our firm has helped hundreds of individuals and families achieve their financial goals, educate their children, retire with dignity, and take care of their heirs. We’ve been able to accomplish this by taking the time to get to know our clients. There is no one-size-fits-all approach that works. You have to dive in deep to really get insight into their lives. Then we combine that with our wealth of financial knowledge to engineer a plan that is designed to help meet their specific goals. In short, we seek to become partners in our clients’ success.

Our Mission

From the moment a person begins earning money they’re on a journey to their financial future. To help ensure it’s the one they envision, Level Financial Advisors provides the guidance tailored for every stage on that journey.

The Level Financial Advisors Team

The Level Financial Advisors Team

Chief Investment Officer

Chief Operating officer

Director of Client Services

Senior Financial Advisor

Financial Advisor

Financial Advisor

Associate Advisor

Associate Advisor

Financial Planning Associate

Client Services Coordinator

Chief Compliance and Cybersecurity Officer

Human Resources Manager


Professional investment management and financial planning since 1979.

*Please Note: Limitations. The achievement of any professional designation, certification, degree, or license, recognition by publications, media, or other organizations, membership in any professional organization, or any amount of prior experience or success, should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if Level is engaged, or continues to be engaged, to provide investment advisory services.

A rigorous financial planning and investment management process

Level Financial Advisors’ process includes regular reviews of each client’s needs, goals, and investments. Our teams coordinates with each client’s legal, accounting, and other professional advisors.

Financial Planning Services

Investment Management
Retirement Planning
Tax Minimization Strategies
College Education Planning
Trust Investment & Administration
Debt Management
Insurance & Risk Management
Estate Planning
Charitable Gifts
Major Purchases
Cash Flow Management

Fee Schedule

Clients charged by fee only. No commissions or product sales. Fees assessed as a percentage of assets managed.

Competitive and reasonable investment management fees. Fee schedule:

1.15% first 500K
0.85% next 500K
0.5% next 2M
0.4% next 7M
0.3% over 10M

For example, a $1 million account would be charged 1.00% of assets; a $3.5 million account would be charged 0.63% of assets.

Client assets held by Charles Schwab & Co. Institutional Services as custodian. Complete historical account and tax records maintained by Level Financial Advisors.

* as of July 2024

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