Who We Are
Awards
Forbes Best-In-State 2024
Dan Levin has been recognized by Forbes as a Best in State Wealth Advisor for the third time.
Forbes Best-In-State 2022
Dan Levin has been recognized by Forbes as a Best in State Wealth Advisor for the second consecutive year.
Forbes Best-In-State 2021
Dan Levin has been recognized by Forbes as a Best in State Wealth Advisor.
Community Involvement
We’re proud to support the communities we live and work in. We strive to connect with our communities in a meaningful way, bringing about positive change and helping to provide services and resources to help them thrive.