Levenson Wealth combines practical financial planning with evidence-based investing. Debbie Levenson launched her boutique firm to provide a small number of clients with highly individualized attention. Her mission is to help her clients organize, understand and enjoy their financial lives.
Levenson Wealth offers standalone financial planning projects for individuals and couples who are not seeking ongoing investment management. Please contact us to discuss your planning needs.
Debbie Levenson MBA, CFP®
ABOUT DEBBIE
Debbie Levenson is an experienced financial planner who can help you define and reach your personal and financial goals. Her Bain consulting background, Harvard MBA training and years of experience as a successful advisor at a larger wealth management firm, enable her to deliver high-quality advice to her clients.
Sam Levenson, Associate Planner
ABOUT SAM
Sam Levenson is the firm’s Associate Planner. He completed the Certified Financial Planner coursework and passed the CFP exam. He has a strong academic pedigree and years of experience as a management consultant. Sam plays an important analytical role in planning projects
APPROACH
practical Planning
You will benefit from thoughtful financial planning across a broad range of topics. We listen carefully to understand who you are and where you want to go. Then we apply our analytical tools and personal wisdom to help you get there.
intelligent investing
We apply an evidence-based approach to investing. We believe that markets are efficient so we build globally diversified portfolios using primarily low cost index investments. We add value by focusing on areas we can control such as diversification, costs, and tax efficiency.
fair fees
We are strictly fee-only. By not accepting any third-party payments, we can be objective in our recommendations. We act as a fiduciary – putting your interests first 100% of the time. For all planning projects, we quote a fixed price upfront.
personal
We are a boutique practice so you will work directly with Debbie.
comprehensive
Everything about your finances is on the table. We believe the best way to help you is by advising you on a broad range of financial topics.
trusted
We provide unbiased, professional advice tailored to your situation. We are strictly fee-only and we always serve as a fiduciary, putting your interests first.
INDEPENDENT
As an independent advisor, we can select from a wide universe of investments. We receive no commissions or referral fees. We have no outside affiliations that could bias our advice.