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...

PRESS RELEASE Amherst, NY: Level Financial Advisors, Inc. announced today that three of its conference rooms will be renamed to honor two of the firm's long-time owners. The client meeting rooms in the company’s Amherst offices will be named after Alan Vogt and Richard Schroeder later this week. “Richard and Alan have contributed so much to our firm’s history. We wanted to ensure their names will be a part of our future for years to come,” said Level’s president Rosanne Braxton, CFP®. Alan Vogt founded the firm in 1980 under the name Paramount Planning.   Rosanne Braxton was hired as an assistant soon thereafter and Vogt mentored her over the years to one-day take over as president.  The company has decided to rename another of its meeting spaces the “Paramount Room” as a further tribute to the history of the company. Mr. Vogt retired in 2010 but still visits the office on a regular basis. Richard...

PRESS RELEASE Amherst, NY: Level Financial Advisors has hired Laura Roth as a Financial Planning Associate with the fee-only investment management and financial planning firm. Mrs. Roth graduated from Edinboro University in 2017 achieving a Bachelor of Arts in Individualized Studies with a concentration in Financial Planning.  Since graduating, she has passed the CERTFIFIED FINANCIAL PLANNER™ examination in November and will complete her working experience requirements for certification by 2020. “We are very excited to add another bright, young professional to our growing team.  Laura will make an immediate impact in our organization and help us with the tremendous growth we are experiencing in Western New York,” stated Level’s chief operating officer Michael Heburn. Mrs. Roth will assist in client meetings, preparing financial plans and researching strategies to help clients save money, reduce taxes, and improve their financial lives.  She will also contribute to the firm’s financial planning and investment committees and work on...

Steven Elwell, CFP® appeared on a WIVB Channel 4 News discussing a possible landmark case in the Supreme Court.  The case involves states’ right to impose sales tax on retailers that sell products online, even if they do not have property or personnel in the state requiring the tax.  The decision could mean more taxes for consumers, and more operational costs for businesses required to comply.

Once again we are proud to donate to the United Way Community Baby Shower!  Our conference room was full of diapers, baby toys, and other essentials for the annual campaign!  The  event is a community-wide effort to collect essential baby items that will help at-risk mothers to give their newborns a stronger start, giving them supplies and support needed for a healthy beginning.  Level is a proud sponsor of the United Way of Buffalo & Erie County...

Level president Rosanne Braxton, CFP® was recently named the Center for Entrepreneurial Leadership's Entrepreneur of the Month for May 2018.  Rosanne is a 2009 graduate of CEL's Core program, and completed the Advanced Core program in 2010.  Rosanne's path to leadership in the company is well documented, starting as an administrative assistant in 1987, becoming a CERTIFIED FINANCIAL PLANNING™ practitioner in 1991, and finally being named president in 2008.   The company has experienced double digit growth in the past several years and now employs six CFP® professionals, including 3 under the age of 35. Over 60% of the firm's employees are women. CEL recognizes and supports the power of entrepreneurship to unlock human potential, create jobs, inspire wealth and invigorate the greater Western New York economy and community. The group provides an individualized and interactive education in entrepreneurship. Designed by entrepreneurs and for entrepreneurs, the CEL is based on proven principles,...

 Level’s vice president and partner Steven Elwell, CFP® offers his thoughts on borrowing interest rates in this NBC News story.