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.