Sitting on a panel of experts that included Charles Schwab's head of Advisor Services, Bernie Clark,  Steven Elwell, CFP® discussed the looming shortage of advisors in the financial services industry.  The panel took place at Schwab's Impact® 2018 annual conference, which attracts over 5,000 advisors, vendors and financial services experts.  Financial Planning Magazine reported on the discussion in this story: Click Here...

Tesla's recent quarterly performance is in the news and WIVB Channel 4 reached out to Steven Elwell, CFP® on his thoughts about the surprising results.   Check the story here...

Buffalo Business First’s ranking of the largest financial planning firms in Western New York listed Level Financial Advisors 27th out of 54 firms locally. The publication ranks advisory firms based on local assets under management. Level serves 600 households and manages $380M in assets, with the vast majority of its client based in WNY.  The Amherst company employs six CERTIFIED FINANCIAL PLANNER® professionals.  Subscribers to Buffalo Business First can see the full list HERE....

Level Vice President and Partner, Steven Elwell, CFP® discusses the impacts of Tesla's production problems and it's potential impact on Buffalo's Solar City in this recent News 4 story.   Click Here...

Financial Advisor Magazine’s annual ranking of large independent investment advisors listed Level Financial Advisors 470 out of 707 firms nationally, according to the publication’s July edition. Querying thousands of firms throughout the U.S., Level posted  17.5% growth to $360 million in AUM (assets under management), marking the second year in a row the firm posted a +17% growth rate. The firm has continued its 2017 trend with strong results in the first half of 2018. The company achieved a record $380 million in AUM in July. "We continue working our strategic plan, which includes aggressive marketing, development of our CFP® professionals, and innovating our service offering and operations through technology," said the firm's Chief Operating Officer and Partner, Michael Heburn.  "We are constantly looking for new ways to bring value to our clients and it shows in the results our team has achieved over the last three years." FA Magazine  performs the annual survey as...