Press Release
East Amherst, NY: Level Financial Advisors announced today the acquisition of Loomis Financial Consulting, effective March 31, 2025. The firm’s principal, Evan Loomis, CFP® will join Level’s team as a financial advisor.
Loomis Financial is a California-based registered investment advisory company located near Pasadena. The fee-only financial planning and investment management firm specializes in servicing the needs of mid-level executive professionals, solo entrepreneurs, along with modern and multi-generational families.
The acquisition marks the first non-New York location for Level in its efforts to expand its national footprint. Level is currently registered in sixteen states with 25% of its clients located outside of the empire state.
The firm’s headquarters will continue to operate from its offices on Transit Road in East Amherst.
“Our strategic plan continues to include targeting acquisitions that will help us better serve the growing needs of our clients, while also allowing us to become more competitive on a national scale,” stated the firm’s Chief Operating Officer Michael Heburn.
“Changes in technology have allowed us to be location-agnostic and really focus on culture and fit. The addition of Loomis Financial to our team allows us to expand our talent-base of advisors while broadening our ability to compete with larger national firms.”
Locally owned, Level manages $700 million in assets for its clients. This year the firm celebrates its 45th anniversary in Western New York. Along with its East Amherst location, the firm also has a satellite office in Hamburg.
Terms of the agreement were not released.
