Our Services

Meet Your Wealth Management Team

Building a relationship that lasts.

Behind our financial advising and wealth management services you’ll find a friendly and professional team committed to service and personal attention.

Our Process

Our investment philosophy is to construct diversified portfolios using a core satellite approach of active and passive investments to help manage risk while seeking to control cost and tax efficiencies. We believe this allows us an effective way to capture market returns while being mindful of expenses.

Open Communication

With Levy Wealth Management Group, you are never in the dark. We meet with you regularly to go over your financial plan and review new opportunities. We review where we are now and where we are going.


From the portfolio managers to the administrative team, our advisors constantly work together to make sure that your needs and expectations are being met. Together we build a meaningful relationship focused on your values.

Advisors On Your Side

At the center of our wealth and investment management process is our investment committee, which regularly discusses trends that could affect portfolios. We review opportunities and mitigate risk in line with your custom strategy.

Your Financial Steward

We are committed to working diligently in the best interest of our clients. As such, we follow the Certified Financial Planner (CFP®) Code of Ethics and Standards of Conduct. A CFP® professional must:

Let’s Get Started

Start Your Financial Future

We would love to sit down with you to discuss your needs and how our friendly, focused financial advisors can help you achieve your goals.