- Fee-Only Financial Services
- Comprehensive Financial Planning
- Free Initial Consultation
- Investment Management
- Retirement Planning
- Education Planning
- Estate Planning
- Insurance Analysis
- Charitable Giving and Trusts
Newtonville, MA 02460
Debbie Levenson is a NAPFA-Registered Financial Advisor.
NAPFA is the country's leading association of Fee Only Financial Planners.
What is "Fee Only Financial Planning," and why is it important?
Debbie Levenson is an experienced financial planner who can help you define and reach your personal and financial goals. Her Bain & Company consulting background, Harvard MBA training and twelve years of experience as a successful advisor at a large wealth management firm, enable her to deliver high-quality advice to her clients.
Levenson Wealth LLC is a fee-only boutique firm in Newton offering wealth planning services (integrated financial planning and investment management) to a select group of individuals, couples and families. We believe that thoughtful, comprehensive planning is critical so we do not charge any upfront or ongoing financial planning fees.
Our evidence-based investing approach enables clients to feel confident their portfolio is managed based on sound principles and with discipline. We focus on risk profiling, global diversification, Intelligent indexing, expense sensitivity, tax management and careful rebalancing.
Our clients are generally professionals in the Boston area who are within fifteen years before or after retirement. In some cases, they left an advisor who was not a fiduciary or did not offer planning; in others, they handled their finances themselves in the past but now want to outsource the work to an experienced planner whom they can trust. Our wealth planning services are designed for clients with portfolios of at least $1,000,000.
Visit our website at www.LevensonWealth.com to learn more. We offer a complimentary initial consultation and will be happy to refer you to other fee-only advisors, if appropriate.