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Level Wealth Management
Level Wealth Management
Rate this
Firm
Greensboro, NC
Serving Clients Nationwide
Financial Advice and Retirement Planning For A Flat Fee
Primary Advisor Locations
Aaron Parrish, CFP®
Drew Cook, CFP®
Level Wealth Management
Compensation Methods
- Advice-Only
- Fee Only
- Flat Fee
About Us
Level Wealth Management is a flat fee-only financial advisor founded in Greensboro, North Carolina. We meet with clients in person in Greensboro, Charlotte and virtually across the country. Our mission is to make wealth management and retirement planning easy, straightforward, and stress-free .As Certified Financial Planner™ Professionals and fiduciaries, we provide comprehensive financial planning, investment management, and tax reduction strategies.
Together, we can help you build an intelligent portfolio, navigate the complexities of retirement, reduce taxes and tackle your financial goals.
WHAT WE BELIEVE
Smart money management should save you a fortune, not cost you one. With the innovative model of flat-fee advising and our obsession with efficiency, you can expect quality, transparency, and a process oriented approach when working together.
✅ FAIRNESS: All our clients and accounts matter equally. The size of your investment accounts does not determine your priority in our firm. Our clear, transparent model for fees levelizes our incentives and establishes equality and balance in the relationship.
We’ll manage your money with care, compassion, and the attention to detail you deserve.
✅ FLUFF FREE: Some firms frequently throw steak dinners, wine tastings, or buy you box seats, But at the end of the day, your assets are paying for those perks.
Instead of becoming party planners, we focus on what we do best… providing great financial advice. We believe that is the true fiduciary way. You keep the extra money instead of us kicking it back via client perks.
✅ TRANSPARENCY: As a flat-fee financial advisor, our advice and fees don’t fluctuate based on the size of your portfolio.
The fees we charge are clear, transparent, and easy to understand. We make your wealth management and retirement planning process as straightforward and stress-free as possible.
Badges
SEC Lookup
View DisclosureWho We Serve
- Baby Boomers
- Business Owners
- Corporate Executives
- Dentists
- Entrepreneurs
- Living in Retirement
- Physicians
- Travel Lovers
To make Wealthtender free for readers, we earn a nominal monthly fee from financial advisors and firms in exchange for marketing services (including being featured on this profile page), subject to terms of use. This compensation creates a natural conflict of interest when we favor their promotion over others. Wealthtender is not a client of these advisors or firms. Testimonials may not be representative of other clients’ experiences and do not guarantee future performance or success.
Write a Review
By clicking submit, you acknowledge this review is based on your own experience and reflects your genuine opinion. You also agree to our review policy, privacy policy, and terms and conditions, and give this financial advisor permission to publicly display your review on their website.
Comfortably Retired
✅ Wealthtender Certified Advisor Review™
December 11, 2023
I discovered Aaron through a search for an independent financial advisor over 5 years ago, when we lived in North Carolina. Through regular advisory meetings, Level Wealth Management not only helped us organize our finances for my retirement but allowed us to relocate and build a new home without concerns that we were overspending or taking unnecessary risks. When we have questions, Aaron always responds quickly with answers and innovative solutions. We cannot recommend LWM more highly. Six stars!
◼ Relationship to Financial Advisor:Current Client
◼ Compensation:This reviewer received no compensation for this review.
◼ Conflicts of Interest:There are no material conflicts of interest.
◼ Additional Disclosures:
Client testimonials, statements, opinions, and/or likes herein was solicited and are non-representative of all Level Wealth Management clients; the Client testimonials, statements, opinions, and/or likes are representative of the Client’s experience, but the performance and experience will be unique and individual to each Client. Past performance is not indicative of future results, and investors may realize losses on these investments, including a loss of principal. The Client was not provided any form of monetary or non-monetary compensation for providing a testimonial regarding our services.
5 Stars
✅ Wealthtender Certified Advisor Review™
December 10, 2023
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.
◼ Relationship to Financial Advisor:Current Client
◼ Compensation:This reviewer received no compensation for this review.
◼ Conflicts of Interest:There are no material conflicts of interest.
◼ Additional Disclosures:
Client testimonials, statements, opinions, and/or likes herein was solicited and are non-representative of all Level Wealth Management clients; the Client testimonials, statements, opinions, and/or likes are representative of the Client’s experience, but the performance and experience will be unique and individual to each Client. Past performance is not indicative of future results, and investors may realize losses on these investments, including a loss of principal. The Client was not provided any form of monetary or non-monetary compensation for providing a testimonial regarding our services.
4 Stars
✅ Wealthtender Certified Advisor Review™
December 3, 2023
Aaron has done a great job explaining our options, and market influences, and is always available for questions. Everything that we need in an advisor.
◼ Relationship to Financial Advisor:Current Client
◼ Compensation:This reviewer received no compensation for this review.
◼ Conflicts of Interest:There are no material conflicts of interest.
◼ Additional Disclosures:
Client testimonials, statements, opinions, and/or likes herein was solicited and are non-representative of all Level Wealth Management clients; the Client testimonials, statements, opinions, and/or likes are representative of the Client’s experience, but the performance and experience will be unique and individual to each Client. Past performance is not indicative of future results, and investors may realize losses on these investments, including a loss of principal. The Client was not provided any form of monetary or non-monetary compensation for providing a testimonial regarding our services.
5 Stars
✅ Wealthtender Certified Advisor Review™
November 26, 2023
I’ve been using Aaron (Level Wealth) for four years and I am very satisfied with his services.
◼ Relationship to Financial Advisor:Current Client
◼ Compensation:This reviewer received no compensation for this review.
◼ Conflicts of Interest:There are no material conflicts of interest.
◼ Additional Disclosures:
Client testimonials, statements, opinions, and/or likes herein was solicited and are non-representative of all Level Wealth Management clients; the Client testimonials, statements, opinions, and/or likes are representative of the Client’s experience, but the performance and experience will be unique and individual to each Client. Past performance is not indicative of future results, and investors may realize losses on these investments, including a loss of principal. The Client was not provided any form of monetary or non-monetary compensation for providing a testimonial regarding our services.
5 Stars
✅ Wealthtender Certified Advisor Review™
November 13, 2023
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!
◼ Relationship to Financial Advisor:Current Client
◼ Compensation:This reviewer received no compensation for this review.
◼ Conflicts of Interest:There are no material conflicts of interest.
◼ Additional Disclosures:
Client testimonials, statements, opinions, and/or likes herein was solicited and are non-representative of all Level Wealth Management clients; the Client testimonials, statements, opinions, and/or likes are representative of the Client’s experience, but the performance and experience will be unique and individual to each Client. Past performance is not indicative of future results, and investors may realize losses on these investments, including a loss of principal. The Client was not provided any form of monetary or non-monetary compensation for providing a testimonial regarding our services.
5 Stars
✅ Wealthtender Certified Advisor Review™
November 12, 2023
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.
◼ Relationship to Financial Advisor:Current Client
◼ Compensation:This reviewer received no compensation for this review.
◼ Conflicts of Interest:There are no material conflicts of interest.
◼ Additional Disclosures:
Client testimonials, statements, opinions, and/or likes herein was solicited and are non-representative of all Level Wealth Management clients; the Client testimonials, statements, opinions, and/or likes are representative of the Client’s experience, but the performance and experience will be unique and individual to each Client. Past performance is not indicative of future results, and investors may realize losses on these investments, including a loss of principal. The Client was not provided any form of monetary or non-monetary compensation for providing a testimonial regarding our services.
5 Stars
✅ Wealthtender Certified Advisor Review™
November 9, 2023
I have known Aaron personally for around 10 years. I have always been pleased with his company and the way he has handled my accounts. He is just a phone call away when you need advice or help. I highly recommend him.
◼ Relationship to Financial Advisor:Current Client
◼ Compensation:This reviewer received no compensation for this review.
◼ Conflicts of Interest:There are no material conflicts of interest.
◼ Additional Disclosures:
Client testimonials, statements, opinions, and/or likes herein was solicited and are non-representative of all Level Wealth Management clients; the Client testimonials, statements, opinions, and/or likes are representative of the Client’s experience, but the performance and experience will be unique and individual to each Client. Past performance is not indicative of future results, and investors may realize losses on these investments, including a loss of principal. The Client was not provided any form of monetary or non-monetary compensation for providing a testimonial regarding our services.
5 Stars
✅ Wealthtender Certified Advisor Review™
November 9, 2023
Aaron’s guidance and professionalism has been invaluable to me as I entered retirement and dealt with some very difficult challenges. So grateful for his advice and assistance.
◼ Relationship to Financial Advisor:Current Client
◼ Compensation:This reviewer received no compensation for this review.
◼ Conflicts of Interest:There are no material conflicts of interest.
◼ Additional Disclosures:
Client testimonials, statements, opinions, and/or likes herein was solicited and are non-representative of all Level Wealth Management clients; the Client testimonials, statements, opinions, and/or likes are representative of the Client’s experience, but the performance and experience will be unique and individual to each Client. Past performance is not indicative of future results, and investors may realize losses on these investments, including a loss of principal. The Client was not provided any form of monetary or non-monetary compensation for providing a testimonial regarding our services.
5 Stars
✅ Wealthtender Certified Advisor Review™
November 8, 2023
My wife and I have worked with Aaron Parrish for the past 11 years and have always found him to be very professional, knowledgeable, and competent. His attention to every detail of our financial situation, along with his expertise has been invaluable in our preparation for a comfortable retirement. We feel that establishing our client relationship with Aaron has been one of the best things we have ever done.
◼ Relationship to Financial Advisor:Current Client
◼ Compensation:This reviewer received no compensation for this review.
◼ Conflicts of Interest:There are no material conflicts of interest.
◼ Additional Disclosures:
Client testimonials, statements, opinions, and/or likes herein was solicited and are non-representative of all Level Wealth Management clients; the Client testimonials, statements, opinions, and/or likes are representative of the Client’s experience, but the performance and experience will be unique and individual to each Client. Past performance is not indicative of future results, and investors may realize losses on these investments, including a loss of principal. The Client was not provided any form of monetary or non-monetary compensation for providing a testimonial regarding our services.
5 Stars
✅ Wealthtender Certified Advisor Review™
November 1, 2023
We’ve been working with Aaron Parrish and Level Wealth Management for several years. The financial guidance, retirement planning, and account management services Level Wealth Management provides are truly outstanding. Aaron is detail oriented, never misses key dates related to activities where time is of the essence and alway follows up in the most professional and timely manner. We can count on Aaron to do what he says he will do and when he says he will do it. Our retirement plan performance has consistently met or exceeded all of our expectations.
◼ Relationship to Financial Advisor:Current Client
◼ Compensation:This reviewer received no compensation for this review.
◼ Conflicts of Interest:There are no material conflicts of interest.
◼ Additional Disclosures:
Client testimonials, statements, opinions, and/or likes herein was solicited and are non-representative of all Level Wealth Management clients; the Client testimonials, statements, opinions, and/or likes are representative of the Client’s experience, but the performance and experience will be unique and individual to each Client. Past performance is not indicative of future results, and investors may realize losses on these investments, including a loss of principal. The Client was not provided any form of monetary or non-monetary compensation for providing a testimonial regarding our services.
OUTSTANDING!
✅ Wealthtender Certified Advisor Review™
October 26, 2023
Aaron is honest, very well educated in financial planning, and truly has our best interests in working with us. Fees are very fair. We trust Aaron in everything he does for us. On top of all this, Aaron is simply an outstanding person and talent.
◼ Relationship to Financial Advisor:Current Client
◼ Compensation:This reviewer received no compensation for this review.
◼ Conflicts of Interest:There are no material conflicts of interest.
◼ Additional Disclosures:
Client testimonials, statements, opinions, and/or likes herein was solicited and are non-representative of all Level Wealth Management clients; the Client testimonials, statements, opinions, and/or likes are representative of the Client’s experience, but the performance and experience will be unique and individual to each Client. Past performance is not indicative of future results, and investors may realize losses on these investments, including a loss of principal. The Client was not provided any form of monetary or non-monetary compensation for providing a testimonial regarding our services.
5 Stars
✅ Wealthtender Certified Advisor Review™
October 23, 2023
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.
◼ Relationship to Financial Advisor:Current Client
◼ Compensation:This reviewer received no compensation for this review.
◼ Conflicts of Interest:There are no material conflicts of interest.
◼ Additional Disclosures:
Client testimonials, statements, opinions, and/or likes herein was solicited and are non-representative of all Level Wealth Management clients; the Client testimonials, statements, opinions, and/or likes are representative of the Client’s experience, but the performance and experience will be unique and individual to each Client. Past performance is not indicative of future results, and investors may realize losses on these investments, including a loss of principal. The Client was not provided any form of monetary or non-monetary compensation for providing a testimonial regarding our services.
5 Stars
✅ Wealthtender Certified Advisor Review™
October 22, 2023
We started working with LWM as we were retiring. Aaron was invaluable as he helped us through all facets of the retirement transition including income, investments, taxes, and medical insurance — optimizing all with eye on both short and long-term.
Aaron is awesome to work with, listens well, and takes time to explain (more than once if needed!). We feel that it’s really a team approach and highly recommend LWM financial services.
◼ Relationship to Financial Advisor:Current Client
◼ Compensation:This reviewer received no compensation for this review.
◼ Conflicts of Interest:There are no material conflicts of interest.
◼ Additional Disclosures:
Client testimonials, statements, opinions, and/or likes herein was solicited and are non-representative of all Level Wealth Management clients; the Client testimonials, statements, opinions, and/or likes are representative of the Client’s experience, but the performance and experience will be unique and individual to each Client. Past performance is not indicative of future results, and investors may realize losses on these investments, including a loss of principal. The Client was not provided any form of monetary or non-monetary compensation for providing a testimonial regarding our services.
Better than Family!
✅ Wealthtender Certified Advisor Review™
October 19, 2023
My wife and I have worked with Aaron for many years, so anyone reading this review can have great confidence in our 5-star, superlative evaluation of Aaron (and Level Wealth Management). When paired with his conscientiousness and attention to details, Aaron’s financial expertise cannot be beaten. He has treated both of us with more care and concern than one would expect were he an actual family member! …and we’re thankful that Aaron is young — so he will be available to help us with our finances thru the end of our lives.
◼ Relationship to Financial Advisor:Current Client
◼ Compensation:This reviewer received no compensation for this review.
◼ Conflicts of Interest:There are no material conflicts of interest.
◼ Additional Disclosures:
Client testimonials, statements, opinions, and/or likes herein was solicited and are non-representative of all Level Wealth Management clients; the Client testimonials, statements, opinions, and/or likes are representative of the Client’s experience, but the performance and experience will be unique and individual to each Client. Past performance is not indicative of future results, and investors may realize losses on these investments, including a loss of principal. The Client was not provided any form of monetary or non-monetary compensation for providing a testimonial regarding our services.
We highly recommend Aaron and the LWM team
✅ Wealthtender Certified Advisor Review™
October 18, 2023
We had never used a financial advisor before so we can’t compare but I do not know how we could have been blessed to find anyone better.
Aaron took the time to really understand who we are, where we are in life and what our goals were. He looked at our total financial landscape and provided excellent advice and guidance for our various investments, taxes, social security and estate planning. LWM has some excellent, easy to use tools to make sure we are on the same page. Aaron is always available when needed and has regularly scheduled touch points. He listens well, is very thorough and timely with follow up and follow through. We have the utmost confidence and comfort working with Aaron. Definitely 5 star!
◼ Relationship to Financial Advisor:Current Client
◼ Compensation:This reviewer received no compensation for this review.
◼ Conflicts of Interest:There are no material conflicts of interest.
◼ Additional Disclosures:
Client testimonials, statements, opinions, and/or likes herein was solicited and are non-representative of all Level Wealth Management clients; the Client testimonials, statements, opinions, and/or likes are representative of the Client’s experience, but the performance and experience will be unique and individual to each Client. Past performance is not indicative of future results, and investors may realize losses on these investments, including a loss of principal. The Client was not provided any form of monetary or non-monetary compensation for providing a testimonial regarding our services.
5 Stars
✅ Wealthtender Certified Advisor Review™
October 15, 2023
We have been with Level Wealth Management since its inception and have been totally satisfied. Aaron is always very thorough with his explanations and recommendations. I do recommend them to anyone who is looking for a financial advisor.
◼ Relationship to Financial Advisor:Current Client
◼ Compensation:This reviewer received no compensation for this review.
◼ Conflicts of Interest:There are no material conflicts of interest.
◼ Additional Disclosures:
Client testimonials, statements, opinions, and/or likes herein was solicited and are non-representative of all Level Wealth Management clients; the Client testimonials, statements, opinions, and/or likes are representative of the Client’s experience, but the performance and experience will be unique and individual to each Client. Past performance is not indicative of future results, and investors may realize losses on these investments, including a loss of principal. The Client was not provided any form of monetary or non-monetary compensation for providing a testimonial regarding our services.
5 Stars
✅ Wealthtender Certified Advisor Review™
October 14, 2023
I have known Aaron Parrish since 2015 when we first started to work together. I initially met him when I sought financial guidance and contacted a large firm in Greensboro. The firm worked under the traditional AUM (Asset Under Management) fee structure and Aaron was my primary point of contact. I had an immediate level of comfort and confidence with Aaron and appreciated his approach to learning about me, my family, life and goals (both financial and personal).
Coinciding with Aaron’s decision to open his own firm, I was having some concerns about the AUM fee structure and learned that Aaron’s new firm, Level Wealth Management would operate as a flat-fee advisor. After waiting the appropriate amount of time, I contacted Aaron to see if we could work together again. I was very pleased to reestablish this relationship & excited at the prospect of working with him again.
After he left the original firm, I’d lost my primary point of contact and despite their efforts, it became impersonal. I place a high value on relationships and in the case of my finances, confidence and trust are paramount.
I have 100% confidence that Aaron always looks out for my best interests. He takes the time to know about what is important to me, both today and in the future. He always asks about my family and this too is important as we have become friends at a distance. I lived in Greensboro when we first met and then relocated out of state. Distance has not been an issue as we talk whenever necessary and Aaron is quick to respond to both calls and emails.
I strongly recommend Aaron & Level Wealth Management to anyone seeking financial advice and/or management. His advice regarding financial planning/management and the all-important tax planning are important to me and help to minimize ‘financial stress’. During various news cycles, he has talked me off the ledge and kept me from making potentially poor decisions!
◼ Relationship to Financial Advisor:Current Client
◼ Compensation:This reviewer received no compensation for this review.
◼ Conflicts of Interest:There are no material conflicts of interest.
◼ Additional Disclosures:
Client testimonials, statements, opinions, and/or likes herein was solicited and are non-representative of all Level Wealth Management clients; the Client testimonials, statements, opinions, and/or likes are representative of the Client’s experience, but the performance and experience will be unique and individual to each Client. Past performance is not indicative of future results, and investors may realize losses on these investments, including a loss of principal. The Client was not provided any form of monetary or non-monetary compensation for providing a testimonial regarding our services.
5 Stars
✅ Wealthtender Certified Advisor Review™
October 14, 2023
Level Wealth Management, led by Aaron Parrish, is extremely professional, up to date, and in tune to our needs.
A plus rating. 5 stars.
◼ Relationship to Financial Advisor:Current Client
◼ Compensation:This reviewer received no compensation for this review.
◼ Conflicts of Interest:There are no material conflicts of interest.
◼ Additional Disclosures:
Client testimonials, statements, opinions, and/or likes herein was solicited and are non-representative of all Level Wealth Management clients; the Client testimonials, statements, opinions, and/or likes are representative of the Client’s experience, but the performance and experience will be unique and individual to each Client. Past performance is not indicative of future results, and investors may realize losses on these investments, including a loss of principal. The Client was not provided any form of monetary or non-monetary compensation for providing a testimonial regarding our services.
Level Wealth Management ..... simply put.... has been FANTASTIC. "Peace of Mind"
✅ Wealthtender Certified Advisor Review™
October 13, 2023
What you can expect.
Excellent investing advise that is not guided by self interest. Quality time investment applied understanding what you’ve got today and where you desire to be years from now. What needs done for your family, “Power of Attourney”. Inheritance planning. Income maximization. Taxman rules and changes. IRA’s. 401K’s. Pension. Roth IRA. Social Security. Clear consultation on the ups and downs of the financial decisions you will be making. Excellent tools provided that help you understand and plan your course. Regular monitoring of your progress. Appropriate touchpoints for guidance, structure, execution, etc. Dot the i’s and cross the t’s.
You’ve worked hard to get here. Now relax and live a little. Level Wealth Management strives to help you achieve “Peace of Mind”.
◼ Relationship to Financial Advisor:Current Client
◼ Compensation:This reviewer received no compensation for this review.
◼ Conflicts of Interest:There are no material conflicts of interest.
◼ Additional Disclosures:
Client testimonials, statements, opinions, and/or likes herein was solicited and are non-representative of all Level Wealth Management clients; the Client testimonials, statements, opinions, and/or likes are representative of the Client’s experience, but the performance and experience will be unique and individual to each Client. Past performance is not indicative of future results, and investors may realize losses on these investments, including a loss of principal. The Client was not provided any form of monetary or non-monetary compensation for providing a testimonial regarding our services.
Couldn't be happier with our choice of a financial advisor
✅ Wealthtender Certified Advisor Review™
October 12, 2023
We have had experiences with several advisors. Aaron Parrish has exceeded our expectations. He truly cares about what is best for his clients. If he does not have an answer or suggestion regarding your concern, he will make sure to address it in a timley manner. We would have certainly made some less than acurate decisions if we did not have his excellent advice. It helps so much to have knowlegable, caring attentive support from a trusted financial advisor.
◼ Relationship to Financial Advisor:Current Client
◼ Compensation:This reviewer received no compensation for this review.
◼ Conflicts of Interest:There are no material conflicts of interest.
◼ Additional Disclosures:
Client testimonials, statements, opinions, and/or likes herein was solicited and are non-representative of all Level Wealth Management clients; the Client testimonials, statements, opinions, and/or likes are representative of the Client’s experience, but the performance and experience will be unique and individual to each Client. Past performance is not indicative of future results, and investors may realize losses on these investments, including a loss of principal. The Client was not provided any form of monetary or non-monetary compensation for providing a testimonial regarding our services.
Everything we need in a financial advisor
✅ Wealthtender Certified Advisor Review™
October 12, 2023
We teamed up with Aaron at LWM in early 2022 and couldn’t be more pleased. Aaron has helped us with our estate plan review, retirement and tax planning, and investments. Prior to LWM, we were with an AUM-based advisor that had us in expensive, actively managed funds. We didn’t understand the (24!) investments our money was in, and this advisor’s assurances that we were on the right path didn’t square up with the poor results we were getting and the high fees we were paying. After getting to know us and our risk tolerance, Aaron moved our investments to a handful of low-cost funds. He provided us with complete cost transparency and excellent communication throughout the process. It has been wonderfully refreshing!
Throughout our time with Aaron, we have always felt he has our best interests at heart. We appreciate his thoughtful manner and the sound financial advice he has given us.
◼ Relationship to Financial Advisor:Current Client
◼ Compensation:This reviewer received no compensation for this review.
◼ Conflicts of Interest:There are no material conflicts of interest.
◼ Additional Disclosures:
Client testimonials, statements, opinions, and/or likes herein was solicited and are non-representative of all Level Wealth Management clients; the Client testimonials, statements, opinions, and/or likes are representative of the Client’s experience, but the performance and experience will be unique and individual to each Client. Past performance is not indicative of future results, and investors may realize losses on these investments, including a loss of principal. The Client was not provided any form of monetary or non-monetary compensation for providing a testimonial regarding our services.
Finally a financial advisor you can trust in the NC Triad area
✅ Wealthtender Certified Advisor Review™
October 12, 2023
My wife and I spent months searching for someone we felt we could trust with our future. After speaking with many professionals in the Triad area, there’s NO question who we trusted–no comparison. Aaron actually enjoys the face to face, a trait that is surely fading away in todays world. LWM is truly one of a kind, they do business the way ‘it used to be done’.
Im so glad we spent the time looking for the right financial advisor, the peace of mind was worth the time spent. We truly are thankful for his experience & knowledge but the level of trust with Aaron means so much.
◼ Relationship to Financial Advisor:Current Client
◼ Compensation:This reviewer received no compensation for this review.
◼ Conflicts of Interest:There are no material conflicts of interest.
◼ Additional Disclosures:
Client testimonials, statements, opinions, and/or likes herein was solicited and are non-representative of all Level Wealth Management clients; the Client testimonials, statements, opinions, and/or likes are representative of the Client’s experience, but the performance and experience will be unique and individual to each Client. Past performance is not indicative of future results, and investors may realize losses on these investments, including a loss of principal. The Client was not provided any form of monetary or non-monetary compensation for providing a testimonial regarding our services.
5 Stars
✅ Wealthtender Certified Advisor Review™
October 11, 2023
I am in year 3 working Level Wealth Management. I have been provided TOPNOTCH service in the areas of financial planning, investment management and tax planning. I highly recommend this flat-fee CFP financial advisor. Very professional, straightforward, friendly, and very knowledgeable … making wealth management in my retirement years “stress free.”
◼ Relationship to Financial Advisor:Current Client
◼ Compensation:This reviewer received no compensation for this review.
◼ Conflicts of Interest:There are no material conflicts of interest.
◼ Additional Disclosures:
Client testimonials, statements, opinions, and/or likes herein was solicited and are non-representative of all Level Wealth Management clients; the Client testimonials, statements, opinions, and/or likes are representative of the Client’s experience, but the performance and experience will be unique and individual to each Client. Past performance is not indicative of future results, and investors may realize losses on these investments, including a loss of principal. The Client was not provided any form of monetary or non-monetary compensation for providing a testimonial regarding our services.
5 Stars
✅ Wealthtender Certified Advisor Review™
October 11, 2023
I met Aaron from Level Management at a retirement program in which he was a speaker. I learned a great deal from the program and that was that I was paying way too much for services from my prior retirement manager of nearly 15 years.
I had long and informative discussions with Aaron and made the change to Aaron’s company.
Our experience with Level Management has been exceptional. He’s provided expert financial investment advice. He has given my wife and myself very detailed recommendations on how to manage our finances going into and now in our retirement. He is very detail oriented and helps us fulfill our wishes and plans in our retirement. He provides us with options and the possible outcomes in terms we understand.
What is most important to me is the degree of trust we have in Aaron. He may be Level Management, but it’s Aaron we have developed a relationship with and well deserved trust.
If your looking for a reliable, expert retirement wealth manager; I highly recommend Level Management and Aaron Parrish.
◼ Relationship to Financial Advisor:Current Client
◼ Compensation:This reviewer received no compensation for this review.
◼ Conflicts of Interest:There are no material conflicts of interest.
◼ Additional Disclosures:
Client testimonials, statements, opinions, and/or likes herein was solicited and are non-representative of all Level Wealth Management clients; the Client testimonials, statements, opinions, and/or likes are representative of the Client’s experience, but the performance and experience will be unique and individual to each Client. Past performance is not indicative of future results, and investors may realize losses on these investments, including a loss of principal. The Client was not provided any form of monetary or non-monetary compensation for providing a testimonial regarding our services.
5 Stars
✅ Wealthtender Certified Advisor Review™
October 11, 2023
I’ve been a client for over two years and I am extremely happy with the services offered by Level Wealth Management. I receive frequent market analysis and solid guidance to build a long-term market strategy. It’s quick and easy to schedule time if I need to discuss any changes or concerns. I would recommend Aaron and team to anyone looking for portfolio management.
◼ Relationship to Financial Advisor:Current Client
◼ Compensation:This reviewer received no compensation for this review.
◼ Conflicts of Interest:There are no material conflicts of interest.
◼ Additional Disclosures:
Client testimonials, statements, opinions, and/or likes herein was solicited and are non-representative of all Level Wealth Management clients; the Client testimonials, statements, opinions, and/or likes are representative of the Client’s experience, but the performance and experience will be unique and individual to each Client. Past performance is not indicative of future results, and investors may realize losses on these investments, including a loss of principal. The Client was not provided any form of monetary or non-monetary compensation for providing a testimonial regarding our services.
5 Stars
✅ Wealthtender Certified Advisor Review™
October 10, 2023
Comprehensive financial advice discussing and planning in comfortable atmosphere.
◼ Relationship to Financial Advisor:Current Client
◼ Compensation:This reviewer received no compensation for this review.
◼ Conflicts of Interest:There are no material conflicts of interest.
◼ Additional Disclosures:
Client testimonials, statements, opinions, and/or likes herein was solicited and are non-representative of all Level Wealth Management clients; the Client testimonials, statements, opinions, and/or likes are representative of the Client’s experience, but the performance and experience will be unique and individual to each Client. Past performance is not indicative of future results, and investors may realize losses on these investments, including a loss of principal. The Client was not provided any form of monetary or non-monetary compensation for providing a testimonial regarding our services.
5 Stars
✅ Wealthtender Certified Advisor Review™
October 10, 2023
We have loved working with Aaron over the past few years. He has helped us reevaluate our financial goals and kept us on track while our life has been full of changes. (Building a house, moving to Europe, buying investment properties, etc)
Aaron’s planning has helped us navigate retiring in our 30’s. He has always been available for a quick meeting if we have questions. We have been impressed with the teams overall attention to detail and knowledge.
◼ Relationship to Financial Advisor:Current Client
◼ Compensation:This reviewer received no compensation for this review.
◼ Conflicts of Interest:There are no material conflicts of interest.
◼ Additional Disclosures:
Client testimonials, statements, opinions, and/or likes herein was solicited and are non-representative of all Level Wealth Management clients; the Client testimonials, statements, opinions, and/or likes are representative of the Client’s experience, but the performance and experience will be unique and individual to each Client. Past performance is not indicative of future results, and investors may realize losses on these investments, including a loss of principal. The Client was not provided any form of monetary or non-monetary compensation for providing a testimonial regarding our services.
5 Stars
✅ Wealthtender Certified Advisor Review™
October 10, 2023
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.
◼ Relationship to Financial Advisor:Current Client
◼ Compensation:This reviewer received no compensation for this review.
◼ Conflicts of Interest:There are no material conflicts of interest.
◼ Additional Disclosures:
Client testimonials, statements, opinions, and/or likes herein was solicited and are non-representative of all Level Wealth Management clients; the Client testimonials, statements, opinions, and/or likes are representative of the Client’s experience, but the performance and experience will be unique and individual to each Client. Past performance is not indicative of future results, and investors may realize losses on these investments, including a loss of principal. The Client was not provided any form of monetary or non-monetary compensation for providing a testimonial regarding our services.
5 Stars
✅ Wealthtender Certified Advisor Review™
October 10, 2023
I cannot recommend Aaron Parrish and Level Wealth management enough. He has been a great asset to me and my wife as we have transitioned into retirement. HIs knowledge of Roth conversions, asset allocation, diversification and rebalancing have been a tremendous help. It has allowed me to sleep at night and not worry about my retirement portfolio.
I don’t see how any investor can go wrong utilizing the resources at Level Wealth Management. They provide phenomenal service and investment advice, all at flat fee which allows you to keep more of your money than percentage based advisors.
That is hard to beat!
◼ Relationship to Financial Advisor:Current Client
◼ Compensation:This reviewer received no compensation for this review.
◼ Conflicts of Interest:There are no material conflicts of interest.
◼ Additional Disclosures:
Client testimonials, statements, opinions, and/or likes herein was solicited and are non-representative of all Level Wealth Management clients; the Client testimonials, statements, opinions, and/or likes are representative of the Client’s experience, but the performance and experience will be unique and individual to each Client. Past performance is not indicative of future results, and investors may realize losses on these investments, including a loss of principal. The Client was not provided any form of monetary or non-monetary compensation for providing a testimonial regarding our services.
5 Stars
✅ Wealthtender Certified Advisor Review™
October 10, 2023
I haven’t worked with a financial planner before but I can’t imagine a better experience. I find Aaron timely, trustworthy, thorough and very knowledgeable. He is a great listener in understanding our needs and confidently presses when action is needed. Happy to recommend him.
◼ Relationship to Financial Advisor:Current Client
◼ Compensation:This reviewer received no compensation for this review.
◼ Conflicts of Interest:There are no material conflicts of interest.
◼ Additional Disclosures:
Client testimonials, statements, opinions, and/or likes herein was solicited and are non-representative of all Level Wealth Management clients; the Client testimonials, statements, opinions, and/or likes are representative of the Client’s experience, but the performance and experience will be unique and individual to each Client. Past performance is not indicative of future results, and investors may realize losses on these investments, including a loss of principal. The Client was not provided any form of monetary or non-monetary compensation for providing a testimonial regarding our services.
5 Stars
✅ Wealthtender Certified Advisor Review™
October 10, 2023
I’ve been working with Aaron from Level Wealth Management and couldn’t be happier with the service and professionalism. I’ve been very happy with the advice and look forward to a long-term relationship with the firm.
◼ Relationship to Financial Advisor:Current Client
◼ Compensation:This reviewer received no compensation for this review.
◼ Conflicts of Interest:There are no material conflicts of interest.
◼ Additional Disclosures:
Client testimonials, statements, opinions, and/or likes herein was solicited and are non-representative of all Level Wealth Management clients; the Client testimonials, statements, opinions, and/or likes are representative of the Client’s experience, but the performance and experience will be unique and individual to each Client. Past performance is not indicative of future results, and investors may realize losses on these investments, including a loss of principal. The Client was not provided any form of monetary or non-monetary compensation for providing a testimonial regarding our services.
5 Stars
✅ Wealthtender Certified Advisor Review™
October 10, 2023
Aaron is very interested in our personal wealth goals and works diligently in helping us obtain them! We highly recommend his group!
◼ Relationship to Financial Advisor:Current Client
◼ Compensation:This reviewer received no compensation for this review.
◼ Conflicts of Interest:There are no material conflicts of interest.
◼ Additional Disclosures:
Client testimonials, statements, opinions, and/or likes herein was solicited and are non-representative of all Level Wealth Management clients; the Client testimonials, statements, opinions, and/or likes are representative of the Client’s experience, but the performance and experience will be unique and individual to each Client. Past performance is not indicative of future results, and investors may realize losses on these investments, including a loss of principal. The Client was not provided any form of monetary or non-monetary compensation for providing a testimonial regarding our services.
5 Stars
✅ Wealthtender Certified Advisor Review™
October 10, 2023
We have been with LWM for several years and have been very happy with the personalized attention we have received. Aaron has guided us into retirement and has always been available and responds to any inquiries promptly. We feel very comfortable with LWM as our fiduciary financial advisor.
◼ Relationship to Financial Advisor:Current Client
◼ Compensation:This reviewer received no compensation for this review.
◼ Conflicts of Interest:There are no material conflicts of interest.
◼ Additional Disclosures:
Client testimonials, statements, opinions, and/or likes herein was solicited and are non-representative of all Level Wealth Management clients; the Client testimonials, statements, opinions, and/or likes are representative of the Client’s experience, but the performance and experience will be unique and individual to each Client. Past performance is not indicative of future results, and investors may realize losses on these investments, including a loss of principal. The Client was not provided any form of monetary or non-monetary compensation for providing a testimonial regarding our services.
5 Stars
✅ Wealthtender Certified Advisor Review™
October 10, 2023
We have been with Aaron and Level Wealth Management since it’s inception. We highly value Aaron’s professionalism and his guidance that helped us reach our goals. We greatly value his monitoring of the market to to keep our accounts balanced. We really cannot say enough about our great experience with Aaron and Level Wealth Management.
◼ Relationship to Financial Advisor:Current Client
◼ Compensation:This reviewer received no compensation for this review.
◼ Conflicts of Interest:There are no material conflicts of interest.
◼ Additional Disclosures:
Client testimonials, statements, opinions, and/or likes herein was solicited and are non-representative of all Level Wealth Management clients; the Client testimonials, statements, opinions, and/or likes are representative of the Client’s experience, but the performance and experience will be unique and individual to each Client. Past performance is not indicative of future results, and investors may realize losses on these investments, including a loss of principal. The Client was not provided any form of monetary or non-monetary compensation for providing a testimonial regarding our services.
5 Stars
✅ Wealthtender Certified Advisor Review™
October 9, 2023
Level Wealth Managment is professional, attentive, responsive, and an excellent investment advisor. I highly recommend them for your financial guidance. I have been extremely pleased with this organization, for many years.
◼ Relationship to Financial Advisor:Current Client
◼ Compensation:This reviewer received no compensation for this review.
◼ Conflicts of Interest:There are no material conflicts of interest.
◼ Additional Disclosures:
Client testimonials, statements, opinions, and/or likes herein was solicited and are non-representative of all Level Wealth Management clients; the Client testimonials, statements, opinions, and/or likes are representative of the Client’s experience, but the performance and experience will be unique and individual to each Client. Past performance is not indicative of future results, and investors may realize losses on these investments, including a loss of principal. The Client was not provided any form of monetary or non-monetary compensation for providing a testimonial regarding our services.
5 Stars
✅ Wealthtender Certified Advisor Review™
October 9, 2023
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…
◼ Relationship to Financial Advisor:Current Client
◼ Compensation:This reviewer received no compensation for this review.
◼ Conflicts of Interest:There are no material conflicts of interest.
◼ Additional Disclosures:
Client testimonials, statements, opinions, and/or likes herein was solicited and are non-representative of all Level Wealth Management clients; the Client testimonials, statements, opinions, and/or likes are representative of the Client’s experience, but the performance and experience will be unique and individual to each Client. Past performance is not indicative of future results, and investors may realize losses on these investments, including a loss of principal. The Client was not provided any form of monetary or non-monetary compensation for providing a testimonial regarding our services.
5 Stars
✅ Wealthtender Certified Advisor Review™
October 9, 2023
Level Wealth Management is definitely a five star organization to work with. Aaron is an exceptional and knowledgeable financial planner and advisor and very trustworthy. We enjoy the relationship that we have with LWM and feel grateful for the guidance that we receive.
◼ Relationship to Financial Advisor:Current Client
◼ Compensation:This reviewer received no compensation for this review.
◼ Conflicts of Interest:There are no material conflicts of interest.
◼ Additional Disclosures:
Client testimonials, statements, opinions, and/or likes herein was solicited and are non-representative of all Level Wealth Management clients; the Client testimonials, statements, opinions, and/or likes are representative of the Client’s experience, but the performance and experience will be unique and individual to each Client. Past performance is not indicative of future results, and investors may realize losses on these investments, including a loss of principal. The Client was not provided any form of monetary or non-monetary compensation for providing a testimonial regarding our services.
5 Stars
✅ Wealthtender Certified Advisor Review™
October 9, 2023
I have used several financial advisors and I can state that Level Wealth Management is by far the best and most trustworthy I have encountered. Personalized service in all aspects of financial services. Advising where to invest your assets is just a small part of FA services. Retirement, estate and tax advisory services are also a large part of the services that LWM has provided.
◼ Relationship to Financial Advisor:Current Client
◼ Compensation:This reviewer received no compensation for this review.
◼ Conflicts of Interest:There are no material conflicts of interest.
◼ Additional Disclosures:
Client testimonials, statements, opinions, and/or likes herein was solicited and are non-representative of all Level Wealth Management clients; the Client testimonials, statements, opinions, and/or likes are representative of the Client’s experience, but the performance and experience will be unique and individual to each Client. Past performance is not indicative of future results, and investors may realize losses on these investments, including a loss of principal. The Client was not provided any form of monetary or non-monetary compensation for providing a testimonial regarding our services.
5 Stars
✅ Wealthtender Certified Advisor Review™
October 9, 2023
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.
◼ Relationship to Financial Advisor:Current Client
◼ Compensation:This reviewer received no compensation for this review.
◼ Conflicts of Interest:There are no material conflicts of interest.
◼ Additional Disclosures:
Client testimonials, statements, opinions, and/or likes herein was solicited and are non-representative of all Level Wealth Management clients; the Client testimonials, statements, opinions, and/or likes are representative of the Client’s experience, but the performance and experience will be unique and individual to each Client. Past performance is not indicative of future results, and investors may realize losses on these investments, including a loss of principal. The Client was not provided any form of monetary or non-monetary compensation for providing a testimonial regarding our services.
5 Stars
✅ Wealthtender Certified Advisor Review™
October 9, 2023
This is a wonderful group!! I have been dealing with them for years and I have been beyond satisfied with their help! I would recommend them to everyone!
◼ Relationship to Financial Advisor:Current Client
◼ Compensation:This reviewer received no compensation for this review.
◼ Conflicts of Interest:There are no material conflicts of interest.
◼ Additional Disclosures:
Client testimonials, statements, opinions, and/or likes herein was solicited and are non-representative of all Level Wealth Management clients; the Client testimonials, statements, opinions, and/or likes are representative of the Client’s experience, but the performance and experience will be unique and individual to each Client. Past performance is not indicative of future results, and investors may realize losses on these investments, including a loss of principal. The Client was not provided any form of monetary or non-monetary compensation for providing a testimonial regarding our services.
5 Stars
✅ Wealthtender Certified Advisor Review™
October 9, 2023
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.
◼ Relationship to Financial Advisor:Current Client
◼ Compensation:This reviewer received no compensation for this review.
◼ Conflicts of Interest:There are no material conflicts of interest.
◼ Additional Disclosures:
Client testimonials, statements, opinions, and/or likes herein was solicited and are non-representative of all Level Wealth Management clients; the Client testimonials, statements, opinions, and/or likes are representative of the Client’s experience, but the performance and experience will be unique and individual to each Client. Past performance is not indicative of future results, and investors may realize losses on these investments, including a loss of principal. The Client was not provided any form of monetary or non-monetary compensation for providing a testimonial regarding our services.
5 Stars
✅ Wealthtender Certified Advisor Review™
December 8, 2021
Aaron Parrish never ceases to impress me. His knowledge in so many areas ie: medicare, insurance, taxes, investments, saving opportunities, diversification options, estate planning, and general things based on our age or situation that we need to keep an eye on the ball. Because I’ve been a CPA and Treasurer for many years, a lot of what he brings to my attention, I know is correct, but he keeps it in view for me and makes me attend to important financial matters that I know I would have ignored without him. I also think his fee structure provides for better advice because he receives a fix fee vs. a percentage of my assets allowing him to be more objective in my opinion. Level Wealth Management service’s for the last two years has been outstanding – 5 gold stars for sure! Suzanne – Greensboro, NC
◼ Relationship to Financial Advisor:Current Client
◼ Compensation:This reviewer received no compensation for this review.
◼ Conflicts of Interest:There are no material conflicts of interest.
◼ Additional Disclosures:
Client testimonials, statements, opinions, and/or likes herein are unsolicited and are non-representative of all Level Wealth Management clients; the client testimonials, statements, and/or opinions are representative of the Client’s experience, but the performance and experience will be unique and individual to each Client. Past performance is not indicative of future results, and investors may realize losses on these investments, including a loss of principal. The Client’s testimonials, statements, opinions, and/or likes are voluntarily provided. The Client was not provided any form of monetary or non-monetary compensation for providing a testimonial regarding our services.
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