Joshua Levine, CFP^®

Owner / Founder

Firefly Wealth Management

1468 West 9th Street, Suite 100
Cleveland, OH 44113

FINANCIAL ADVISOR'S WEBSITE

https://www.fireflywealthmanagement.com/?utm_campaign=FPA

(877) 753-2449 CONNECT WITH Joshua

Compensation

COMPENSATION METHODS

Fee Only

COMPENSATION CONSIDERATIONS

Firefly Wealth Management acts in a fiduciary capacity and is fee-only, meaning you pay for the advice Firefly Wealth Management provides.

Minimums

HOUSEHOLD INCOME MINIMUM

No Minimum

Investable Asset Minimum

No Minimum

My Links

Firefly Wealth Management, LLC

General

Joshua Levine is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Firefly Wealth Management in Cleveland, OH and the surrounding communities.

Financial Advisor Overview

Firefly Wealth Management is dedicated to providing personalized financial planning and wealth management services to every client, regardless of past financial decisions. As your fiduciary wealth manager, Firefly Wealth will work to help secure your financial present for a more abundant future. Firefly Wealth Management LLC is a State of Ohio registered investment adviser.

Financial Advisor Experience

I’m Joshua Levine, a CERTIFIED FINANCIAL PLANNER™ professional and a NAPFA-Registered Financial Advisor. Joshua is also a member of the Financial Planning Association®. I spent seven years in the financial industry before founding Firefly Wealth Management with the goal of creating an investment management firm truly designed for you, the client.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

Designations & Certifications

CERTIFIED FINANCIAL PLANNER™ (CFP^®)

Broker-Dealer Affiliation

None/NA

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Buying a Home, Charitable & Planned Giving, Annuities, Asset Allocation, Cross-border Planning, Career Change, Estate Planning, Investment Management, Employee Benefits, Getting Divorced, Irregular Income, Mutual Funds, Getting Married, Job Loss, Insurance, Life Planning, Retirement, Stocks & Bonds, Starting a Family, Succession Planning, Long-term Care, Sudden Wealth, Men's Finances, Nontraditional Households, Special Needs, Women's Finances