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Brandon Levithan, CFP® ChFC®

Brandon Levithan, CFP® ChFC®

Co-Founder and Managing Director, Financial Strategies

Brandon helps individuals, families, and business owners create custom financial plans consisting of investment and insurance strategies tailored to fit their specific needs and goals. He utilizes a holistic approach developed through his experience as a portfolio manager for a hedge fund, with a focus on how individual financial decisions affect the big picture. 

These custom plans often coincide with the current tax planning and estate planning already in place. Developing a working relationship with existing advisors in a client's financial picture is a big piece to developing an overall financial plan.

Areas of Focus:

Financial Planning
Retirement Income Planning
Investments
Life Insurance
Disability Insurance
Business Succession Planning