MB, Levis & Associates, LLC Information

MB, Levis & Associates, LLC is an independent, fee-only, SEC-registered investment adviser offering professional investment management & financial planning services to a broad variety of individual and institutional clients. Our clients seek an ongoing relationship with a professional advisory team to help direct and manage their personal and business financial affairs. We have an experienced professional staff of Certified Financial Planners ® & CPA's with a combined 40+ years of experience at MB alone. We customize to each client and monitor all areas of their plan on an ongoing basis. Because there is so much more to wealth management than just investments, our comprehensive and customized approach ties in all areas of financial planning (investment strategies, tax planning, estate planning, retirement planning, insurance planning, educational planning). Again, we are completely independent & objective and, as a fiduciary, we work in the best interests of our clients at all times. We aren't compensated for, or limited to, the investments we choose and we have full discretion over which investments we include in our portfolios. Please visit our website at mblevis.com for more information.