Level Reaches Another Assets Milestone

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Amherst, NY: Level Financial Advisors, an Amherst-based fee-only financial planning and investment management firm, announced today that its assets under management have surpassed $400 million.

The firm, with six CERTIFIED FINANCIAL PLANNER™ practitioners, was recently ranked as one of the top 500 RIA firms in the nation by Financial Advisor Magazine, surpassing $300 million in assets in late 2016.

“This is a real testament to the faith and trust the Western New York community has put in us. We appreciate that trust and look forward to continuing to help people navigate the financial maze that is retirement,” said Steven Elwell, CFP®, the firm’s Chief Investment Officer and partner.

Along with the addition of new clients and deposits from existing clients, Level recently acquired Williamsville-based Angelucci Wealth Management, aiding in its growth.

The company intends to continue its growth by expanding its WNY foot-print this year. The firm has scheduled a July opening of a satellite office in the southtowns. The new office, located on Southwestern Boulevard in Hamburg, will be used by its existing advisors to host meetings for new and existing clients who may not want to make the drive to the northtowns.

“We think there is tremendous untapped opportunity to help individuals and businesses located in Hamburg, Orchard Park, East Aurora and beyond from this new location,” stated Level’s Chief Operating Officer and partner, Mike Heburn.  “We are very excited to join the Hamburg community.”

The company hopes to grow the new location into a fully-staffed office of advisors, while maintaining its operations and executive offices in Amherst.

Level is a fee-only financial advisory firm in Amherst. The company has over 600 clients in Western New York and across the United States. Founded in 1979, it is celebrating its 40th anniversary in December.



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Level’s Chief Investment Officer, Steven Elwell, CFP®, discusses second quarter market performance in this 20-minute video. Transcript available here. Level

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