Levy Wealth Management Group

What We Do




A holistic approach to wealth management.

Levy Wealth Management Group provides client-centered, integrated wealth management that starts with our relationship with you. We listen to discover your passion, create a plan focused on your purpose, and help you build the life you envision.

We get to know you and your unique circumstances so we can provide financial guidance you can trust. We look at the big picture and touch each corner of your life, from managing day-to-day finances to leaving a legacy for the next generation.

Our success is measured by your peace of mind.

Personal Financial Planning

Our financial advisors take a proactive approach to help you align your finances with your passion and purpose. We focus on the big picture as well as your day-to-day needs.

Retirement Plan Advising

Partner with our seasoned advisors to choose the right retirement plan for your company to help ensure the financial confidence and well-being of your employees.

Wealth Management

When you work with us you become part of our family. From the start of the journey at your kitchen table, we build a lasting relationship with you that continues through all of the changes you can expect throughout life.

Legacy Planning

Work with our team to leave a lasting legacy that will ensure your values are passed on to your children, grandchildren, and future generations.

Let’s Get Started

Your Financial Future Begins Today

Let’s meet and discuss your family’s financial needs. Start your journey with Levy Wealth Management Group today.