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Firefly Wealth Management
Firefly Wealth Management LLC is a fee-only, fiduciary registered investment adviser that provides financial planning and investment management exclusively...
Overview
Firefly Wealth Management LLC is a fee-only, fiduciary registered investment adviser that provides financial planning and investment management exclusively for attorneys at every career stage. Services include comprehensive planning, portfolio management, retirement and elder-care planning, and HR and benefits liaison support, with no asset minimum.
General information
Firm type
Multi Family Office
Location
Region
Europe
Country
United Kingdom
City
Cleveland
Principals
Joshua F. Levine
CFP — Founder & Principal
Miles Pastroff — Wealth Management Intern
Sector focus
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