Steven Elwell (CFP®)

Steven Elwell focuses in the
following client markets or areas of practice:

  • Baby Boomers
  • Business Owners
  • Charitable Giving
  • College/Education Planning
  • Corporate Executives
  • Divorce Planning

Planning Specialties

Steven specializes in working with clients who are approaching, or recently entered, retirement.  His focus is on creating a holistic financial plan with special emphasis on minimizing taxes.  Steven believes that the most important qualities in a financial advisor are honesty, transparency and trust. 

Additional Information

Steven Elwell is Vice President and Partner at Level Financial Advisors. He graduated from the State University of New York at Alfred in 2007 with a Bachelor's degree in Personal Financial Planning. He has been a CERTIFIED FINANCIAL PLANNER™ practitioner since 2009. Steven has been quoted in the Wall Street Journal, US News & World Report, NerdWallet, Investopedia and The Buffalo News.  Also, he regularly appears on Channel 4 WIVB Buffalo and WBEN to comment on the investment markets.

He lives in the city of Buffalo with his wife Breanna and has a small Havanese named Piper.  He enjoys playing golf and traveling in his free time.  Lastly, he is an avid Buffalo Bills and Buffalo Sabres fan.

 

NAPFA Start Date

December 22, 2015

Submit
Submit

This Office

1986 Riverview Dr Wellsville, NY 14895-9727 Phone: (716) 634-6113

Other Offices

1412 Sweet Home Rd Ste 7 Amherst, NY 14228-2795 Phone: (716) 634-6113