Level Philanthropic Programs Featured in Wall Street Journal

The Wall Street Journal today featured Level Financial Advisors in a story about how advisory firms are getting creative with volunteer and philanthropic efforts. The story focuses on how advisory firms are working to court a millennial work force that puts extra emphasis on giving back to the community. Half of the firm’s six CERTIFIED FINANCIAL PLANNER™ professionals are under the age of 35 and nearly half of the company’s workforce are part of the millennial generation.

The story quotes Level’s Vice President Steven Elwell, CFP® on the firm’s efforts to bolster its charitable footprint. “Millennials want to work hard, give back and work somewhere that supports them and their causes,” Elwell told the Journal.

The firm has participated in the United Way Day of Caring for the first time in 2016 by giving employees a paid day off to help with a local Meals on Wheels program. The firm also adopted 15 children from the local Boys & Girls Club to receive holiday gifts and sponsored a 5-kilometer race for the Ronald McDonald House Charities of Western New York, among other things. The company is also putting together a volunteer program that will allow employees to use company time to volunteer for local initiatives and groups, expecting to launch the program in the first quarter of 2017.

Read the story here (WSJ subscriber login required)


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