Steven Elwell
CFP®
Level Financial Advisors
Chief Investment Officer
Steven Elwell
CFP®
Level Financial Advisors
Chief Investment Officer
As a fee-only financial planner, I specialize in helping people who are on the cusp of retirement make sure their money lasts, reduce their tax bill, and leave a legacy to their family or favorite charities. - Steven Elwell, CFP®
I am a CERTIFIED FINANCIAL PLANNER™ professional who specializes in helping clients create cash flow from their savings with tax efficient withdrawal strategies to ensure they don't run out of money in retirement.
Steven Elwell is a Amherst, NY fee-only financial planner. Level Financial Advisors provides holistic financial planning to help clients organize, grow and protect their assets as they enter retirement. As a fee-only, fiduciary, and independent financial advisor, Steven Elwell is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.
Steven Elwell is a Fee Only, CERTIFIED FINANCIAL PLANNER™ professional in Amherst, NY and a NAPFA-Registered Financial Advisor.
I want to improve and simplify your financial life as you enter retirement, and help you to reach your goals through rational investment management and personal financial planning. I want to help you understand your finances, overcome uncertainty, and take control as you move confidently in to retirement. I will be your trusted advisor who will be on your side, guiding you through the ups and downs of the financial markets and helping you to avoid costly mistakes.
Steven Elwell is a Member of the National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.
NAPFA members live by three important values:
- To be the beacon for independent, objective financial advice for individuals and families.
- To be the champion of financial services delivered in the public interest.
- To be the standard bearer for the emerging profession of financial planning.
As financial advisors, we can see the nervousness in our client’s eyes. We understand it. You’re entrusting us with your family’s financial well-being, your hopes and dreams for retirement, and your legacy.
That’s why we formed Level Financial Advisors, one of the nation’s first Fee Only financial planning and investment management firms specializing in working with successful people as they transition in to retirement.
Since 1980, our firm has helped hundreds of individuals and families achieve their financial goals, retire with dignity, pay less taxes and take care of their heirs. We’ve been able to accomplish this by taking the time to get to know our clients. There is no one-size-fits-all approach that works. You have to dive in deep to really get insight into their lives. Then we combine that with our wealth of financial knowledge to engineer a plan that meets their specific goals. In short, we become partners in our clients’ success.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
Specialties
- Comprehensive Financial Planning
- Retirement Income Planning
- Investment Management
- Tax Planning
- Charitable Gift Planning
- Cash Flow Planning
Ideal Clients
- Retirees and Near Retirees
- Sudden Money Situations
- Widows/Widowers
Working Together
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
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Steven Elwell is a NAPFA-Registered Financial AdvisorThe National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
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Steven Elwell is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for VerificationCFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.
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Steven Elwell is a member of The Financial Planning Association® (FPA®)FPA® is the largest membership organization for CFP® professionals in the U.S. and supports high standards of professional competence, ethical conduct, and clear, complete disclosure when serving clients.
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Steven Elwell is Quoted in the Wall Street Journal: "To Woo Millennials, Financial Advisers Turn to Their Charitable Side"
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Steven Elwell is Quoted on Nasdaq.com: "Amid Market Decline, Don't Sell Yourself Short"
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Steven Elwell is quoted on WIVB.com News: "Expert: Low stocks, oil are opportunities for young investors"
Contact Steven Elwell
Office Locations:
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1412 Sweet Home Rd
Suite 7
Amherst, NY 14228 -
4535 Southwestern Blvd
Suite 710A
Hamburg, NY 14075
