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 a Partner and Chief Investment Officer 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.