We invest in order to grow your savings and protect you from the effects of inflation. We employ an evidence-based strategy to build globally-diversified portfolios using low-cost, tax-efficient mutual funds. This strategy helps you achieve your objectives from the short-term to the long-term and everything in between.
Our holistic financial planning assures you that we are looking at your specific situation and goals from every possible angle. We take into account all the factors that make your situation uniquely yours: your age, your finances, your family and your future.
At Level Financial Advisors, we’re a team of financial professionals dedicated to your financial well-being through personal financial planning and rational investment management. We are a comprehensive, fee-only firm in Amherst, NY, serving the Greater Buffalo metropolitan area, helping you understand your finances, overcome uncertainty and move confidently toward your goals.
We strive to humanize financial planning, treating our clients and employees like family. Honesty, integrity, flexibility and transparency are pillars of our existence. Nothing is more important to our firm.
PRESS RELEASE Amherst, NY: Level Financial Advisors, an Amherst-based, fee-only financial planning and investment management firm that specializes in retirement planning, announced today that its assets under management have surpassed $500 million. The firm, with six CERTIFIED FINANCIAL PLANNER™ practitioners, was recently ranked as one of......
We are pleased to offer a new educational session, “Medicaid and Estate Planning: Answers to Popular Questions,” to our clients and special guests. Wednesday, March 10th at 6pm This is a great chance to familiarize yourself with the basics of estate planning as it pertains......