Watch our brief tutorial on how to access and use our new client portal. Our mobile app is available on both the Apple Store and Google Play. Here's a brief tutorial on finding and using the mobile app. You can find the app by clicking the links below: ...
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Our offices will be closed on Friday, April 19. We will reopen on Monday, April 22 at 8:30am....
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We are excited to announce that we've been selected by Buffalo Business First as one of the Best Places to Work in Western New York for 2019. Award winners were recently honored at a special event at the Buffalo Niagara Convention Center....
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We're growing and have immediate openings for Financial Planning Associates. Click here for more details...
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We've created a new Tax Center website aimed at providing important information to our clients for the current tax season. You can visit the page here. We will continue to update this site with deadlines, tips, and frequently asked questions. If you have a suggestion for the site, feel free to email us here....
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PRESS RELEASE Amherst, NY: Level Financial Advisors has named Steven Elwell, CFP® the firm’s Chief Investment Officer, effective January 1, 2019. Elwell, a partner at the Amherst-based company, most recently served as Vice President. He replaces Richard Schroeder, CFP®, who retired in December after twenty years with the organization. Elwell was hired by the firm in 2007 and is a CERTIFIED FINANCIAL PLANNERTM professional. He is originally from Arkport, NY and a graduate of SUNY Alfred with a bachelor’s degree in financial planning. In his new role he will continue to serve his clients, along with being on the corporation’s executive board. Additionally, he will chair the firm’s investment committee and guide their overall investment philosophy. Level manages $385 million in assets for 611 households. They celebrate their 40th anniversary this year. Founded by Alan Vogt in 1979 as Paramount Planning, the company changed its name to Schroeder, Braxton and Vogt in 1999,...
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The investment world lost one of its most influential figures January 16th, as John Clifton Bogle, better known a Jack Bogle, passed away at his home in Pennsylvania. Jack was 89 years old and responsible for introducing the first index mutual fund for individual investors in 1976. He built Vanguard from scratch, which ultimately became the world’s largest mutual fund company, and now manages over $5 trillion dollars for investors. Jack has always been an advocate for the individual investor, refusing to market Vanguard funds through back-end payments to brokers, therefore passing the cost savings on to investors. Jack has authored some of the most important investment books of my lifetime, including my personal favorite Enough. True Measures of Money, Business and Life (2008). The book brings together both an outline for building wealth and a deeper meaning for using it to enhance your life and the lives of people around...
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Level’s Steven Elwell, CFP®, discusses fourth quarter market performance in this brief video.
PRESS RELEASE Level Financial Advisors announced today the acquisition of Angelucci Wealth Management, LLC, effective January 1, 2019. The firm’s principle, Michael Angelucci, CFP®, MBA will join Level’s team of advisors in the New Year. Angelucci opened his Williamsville-based wealth management business in 2007, providing financial planning and fee-only investment management services to 120 clients. The firm carries $25M in assets under management and another $90M in assets under financial advisement. Angelucci will continue to service these clients from Level’s offices on Sweet Home Road in Amherst. “We are extremely excited to have Mike join our team,” said Level’s chief operating officer Michael Heburn. “First and foremost, he’s a great cultural fit for our company and our clients. But just as important, Mike shares our philosophy on financial planning and doing what’s in the best interest of our clients, making him a natural fit for our growing firm.” Angelucci has a Bachelor of Arts...
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A recent article in Buffalo Business First takes a closer look at Elise Murphy, CFP®. Check out the story here....
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