Founded in 2003 by Michael Levine, The Levine Group, LLC is an independent wealth management firm registered with the U.S. Securities and Exchange Commission (SEC). The firm operates on a fee-only basis, emphasizing its commitment to providing objective, client-centric financial advice without the conflicts of interest associated with commission-based products. They offer personalized financial planning, discretionary investment management, and holistic wealth management services tailored primarily to high-net-worth individuals, families, and institutions.

Founded in

United States