Fee-only, fiduciary planning
It’s your future. It should be planned on your agenda. That’s why we don’t work on commission, so you can be confident that your goals are our only priorities – not selling products.
Services
Our Investment Process
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.
Holistic financial planning
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.
- Retirement planning
- Tax planning
- Insurance planning
- Investment management
Our Services
About Us
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.
NEWS
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Level Named One of Best Places To Work For Fifth Year In A Row
PRESS RELEASE Level Financial Advisors has once again been voted one of the Best Places To Work in WNY by Buffalo Business First. The annual competition, based in part on employee surveys, measures several different factors, including engagement, benefits and perks, paid time off, and......
Mar 22 2023 -
Dimensional Ranked No. 1 in Barron’s ‘Best Fund Families of 2022′
Barron’s has named Dimensional Fund Advisors No. 1 in the outlet’s “Best Fund Families of 2022” list. The rankings look at the one-year records of how each firm’s actively managed funds performed vs. peers, based on data from Refinitiv Lipper. “Dimensional is known for its roots......
Mar 17 2023