Levin Financial Planning

Levin Financial Planning provides fee-only, hourly, as‑needed financial planning and investment advice primarily to individuals and families and, occasionally, to small businesses or other small organizations. The firm is operated by a single principal who has entered semi‑retirement, has significantly wound down the business, is not accepting new clients and is working with a small number of long‑term clients on a limited basis.

When engaged, Levin Financial Planning conducts an initial interview, prepares written analyses and recommendations, and presents a written plan after which the engagement typically concludes unless the client re‑engages for follow‑up. The firm follows a fundamental, long‑term buy‑and‑hold approach, recommends target asset allocations and low‑cost no‑load index mutual funds and ETFs, and does not provide ongoing discretionary portfolio management, custody of client assets, or percentage‑of‑AUM billing.

This firm is atypical among independent solo advisers in that it continues to serve pension or profit‑sharing plan clients, reflecting the principal’s prior institutional experience overseeing retirement plans. The principal was formerly credentialed as a CPA and PFS but let those credentials lapse in 2025 and states he will continue to adhere to the AICPA Code of Professional Conduct; Levin Financial Planning is also a long‑standing member of the Garrett Planning Network.