Who We Are

Service and personal attention are the defining qualities of Levy Wealth Management Group.

For nearly fifty years, we have helped families and businesses navigate their financial journey. Everything we do begins with you, our valued client. We take a caring, “kitchen table” approach to our relationship with you, and have treated our clients like part of our own family for more than four decades

Our mission is to help you integrate together all aspects of your financial life in order to fulfill three goals:

To make certain you are prepared for unexpected contingencies.

To build wealth through cost-effective, managed portfolios that will last for generations to come.

To help your business implement an outstanding retirement plan

Our Story:

Gaskill Street is a narrow, tree-lined side street in south Philadelphia. Leon Levy was raised In a small row home along this crowded street of immigrants. Times were hard for these new Americans in the 1920’s and 1930’s as they learned a new language and culture. Raising a family was challenging, and jobs were scarce.

In the evening, neighbors sat out on their front steps and just talked about life. Though most people had little means to get by, hope was everywhere; it filled the streets and alleyways.

It was through the adversity of life on this little street that Leon learned values such as caring about others, being dependable, and always working with a mind-set to do the right thing. When he opened the doors of Leon L. Levy and Associates in 1971, he began the firm with a simple mission – to help people plan for their most significant life events and to do so with a warmth and empathy.

Today, Levy Wealth Management Group aims to recreate that experience; to help you, your family, and your business with all aspects of financial planning.

Leon Levy portrait

Leon L. Levy
Founder, Leon L. Levy & Associates

Meet Our Team

We have been your partners in financial journeys since 1971. Get to know the friendly, professional advisors and support staff at Levy Wealth Management Group.

The Kitchen Table Financial Plan

A Practical Approach for Any Stage in Your Life

Victor Levy published The Kitchen Table Financial Plan for anyone who has ever been curious, frightened, or intimidated about planning their financial future. At the core of the book is his genuine belief that every financial plan is an honest, living document, and as such, should be worked out comfortably in the heart of the home—at the kitchen table. The Levy Wealth Management Group team brings this approach to each financial planning relationship.

Let’s Get Started

Start Planning Your Financial Future

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