Level Wealth Management is a fee-only financial planner based in Greensboro, North Carolina. We meet with clients in person in Greensboro and virtually across the country. Our mission is to make your wealth management and retirement planning easy, stress-free, and straightforward. As a Certified Financial Planner and fiduciary, we provide comprehensive financial planning services, investment management, and tax reduction strategies.
Together, we can help you build an intelligent portfolio, navigate the complexities of retirement, reduce taxes and tackle your financial goals. Your financial goals are unique, our advice is too. All of our fee only advising services are custom, comprehensive, and tailored to your personal financial situation.
Together, we can help you build an intelligent portfolio, navigate the complexities of retirement, reduce taxes and tackle your financial goals. Your financial goals are unique, our advice is too. All of our fee only advising services are custom, comprehensive, and tailored to your personal financial situation.
Services
You work hard for your money. Our goal is to help you make strategic choices and keep more of it. From financial planning to taxes and investments, if it's got a number attached to it, we are here to help you manage it well. Choosing a partner for your wealth management and retirement planning is an important decision.
There are standard items all financial plans address like cash flow management, investing, insurance coverage, and estate planning. The best financial planning honors every part of who you are, where you want to go, and the inevitable speed bumps that happen along the way. Together we build a clear, custom plan that will give you confidence you're on the right track and have not missed anything.
Our flat fee of $6,000 ($1,500/ quarter) per household is simple and transparent. It doesn't cost any more to manage $3MM than it does to manage $1MM, so why should the investor pay more? The more money we can save our clients, the quicker they're able to reach their goals. When people are compensated by one area of their job, they tend to focus solely on that area.
That complexity typically results in high fees, poor performance, and a lack of transparency. At Level Wealth, our investment process is straightforward and evidence based. No frills or extra fees. Our goal is to help you harness the power of the market through low cost, globally diversified portfolios and maintain a long-term perspective.
Most of us assume that our housing, transportation, and health care consume the majority of our income. However, the truth might surprise you. Your biggest expense can be taxes. To make strategic tax planning decisions you need a proactive partner who understands your goals and can create a plan to get you there.
Reviews (1)
Suzanne Rudy
Dec 16, 2021
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Aaron Parrish never ceases to impress me. His knowledge in so many areas ie: medicare, insurance, taxes, investments, saving opportunities, diversification options, estate planning, and general things based on our age or situation that we need to keep an eye on the ball. Because I've been a CPA and Treasurer for many years, a lot of what he brings to my attention, I know is correct, but he keeps it in view for me and makes me attend to important financial matters that I know I would have ignored without him. I also think his fee structure provides for better advice because he receives a fix fee
