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.
Where We've Been Featured
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 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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VIDEO: Preparing for Tax Season – 2023
Join Lisa Mrkall, MBA, CPA and Level Financial Advisors for this 60-minute webinar devoted to preparing you for the upcoming tax season....
Nov 17 2023 -
Michael Angelucci, CFP® Joins WBEN To Discuss Roth Conversions From 529 Accounts
Level’s Michael Angelucci, CFP®, MBA joined WBEN this morning to discuss a new rule change regarding 529 accounts and Roth conversions Click Here to Listen...
Sep 20 2023
