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....

We're growing and have immediate openings for Financial Planning Associates.   Click here for more details...

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....

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,...

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...

A recent article in Buffalo Business First takes a closer look at Elise Murphy, CFP®.  Check out the story here....