PRESS RELEASE Amherst, NY: Financial Advisor Magazine’s annual ranking of large independent investment advisors listed Amherst-based Level Financial Advisors 475th out of 683 firms nationally, according to the publication’s August edition. Querying thousands of firms throughout the U.S., Level posted 22% growth in 2019, raising their managed assets to $425 million. Since the...

PRESS RELEASE Amherst, NY: Level Financial Advisors has hired James Smith as a Financial Planning Associate at the fee-only investment management and financial planning firm. Mr. Smith graduated from the Utah State University in June, achieving a Bachelor of Arts in both Finance and Management Information Systems. He will assist in client meetings,...

Once again this year, Level Financial Advisors has been named a finalist in Buffalo Business First's Best Places To Work in WNY!  This year's virtual award ceremony is being held on August 13th....

Back in February, we anticipated writing an ongoing series of articles on the measurable value of forward-looking tax planning, a topic that we spend a lot of time thinking about here at Level Financial Advisors.  We posted the first article, but then COVID 19 intervened in all of our lives...