Level Wealth Management

Aaron Parrish and Level Wealth Management have been instrumental in helping us navigate retirement planning in the midst of multiple life challenges. He pays attention to all the details, gives us actionable insights, and has provided steady guidance with great perspective and wisdom. He has made us feel comfortable with a stable plan for our retirement years. But most of all, Aaron listens with empathy and concern to each of us. We feel supported and empowered to enjoy our retirement years without worry. We have worked with other financial planners - Aaron is head and shoulders above anyone else we have experienced. The combination of his kind yet persistent personality, breadth of knowledge, willingness to listen make him an incredible asset to us. Wish I could give him 10 stars...

I have been working with Aaron Parrish at Level Wealth Management for several years. He has helped me immeasurably with my retirement planning, including my ability to afford a variety of continuing care retirement communities. He listens attentively and asks helpful questions that prompt me to consider what would be best for me. In addition to multiple yearly scheduled meetings for which he sends agendas and encourages me to add items as needed, Aaron checks in regularly and always explains recommended changes in language I can understand. He is always willing to meet in person or online or by phone to work out issues with time constraints. I trust Aaron completely and highly recommend him.

My husband John and I have been clients of Level Wealth Management and Aaron Parrish for almost 4 years. We have been very pleased with his service. Aaron is very competent and extremely thorough. He assists in all aspects of our financial life and coordinates with other professionals such as our lawyer or accountant when needed. We have a meeting with him twice a year at which all of our issues and concerns are addressed. We could not ask for more and are very comfortable with his guidance. We both enthusiastically recommend Level Wealth Management.

My husband & I met Aaron Parrish prior to his starting of Level Wealth Management, and we quickly joined his list of clients. He has provided us with very thorough, well thought out financial planning and strategies for maximizing our retirement investments as well as minimizing our tax liabilities. Aaron is a very knowledgeable, reliable, and trustworthy financial planner. We would highly recommend him to others.

We have been working with Aaron and Level Wealth Management for almost two years now. We had been investing on our own for 30 years and this is the first time we've hired an advisor. We originally chose Aaron because of his fixed fee structure and his investment philosophy which really aligns with ours. He was instrumental for us as we sold our small business and looked to invest the proceeds and our quarterly meetings with him are always educational for us. Highly recommend having an introductory conversation with Aaron to see if he is a fit for you!

Aaron has been instrumental in helping us prepare for retirement. We feel very confident in the plan we have put together. Aaron works along with us as well as our accountant to make sure we are all on the same page and nothing is missed. He is very responsive and his communication is clear and concise. I highly recommend Aaron and Level Wealth Management.

I have known Aaron for over 10 years and moved our portfolio to Aaron when he started Level Wealth Management. Aaron is a consummate professional and provides knowledgeable financial insight in addition to investment management & tax strategies. Aaron has strong communication skills and follow up which I appreciate. Most importantly I trust Aaron to manage our portfolio to meet our retirement goals.

We've had a financial advisor relationship with Aaron for many years, and have always found him to be honest, and attentive. Throughout our relationship, Aaron's advice has been tailored to fit our needs. In many cases, Aaron has provided direction and advice that has been invaluable in our investment and tax planning. Based on our experience, we feel our dealings with Aaron and LWM are a sound investment in our future.