Firefly Wealth Management is fee-only and is held to a fiduciary standard.  We offer robust reporting on your portfolio; account access is always available via our mobile app or your client portal. 

Firefly Wealth never takes custody of your funds and we do not sell any proprietary investment and/or insurance products.

Let Firefly Wealth Management help secure your financial present for a more abundant future.

Help to Grow Your Wealth

You work hard for your salary. Partner with a CERTIFIED FINANCIAL PLANNER™ professional who will respect how important your needs and priorities are.

Manage Your Assets

Work with a hands-on investment manager that understands your goals and how to invest in the current market, while minimizing taxes.

Plan Your Retirement

Firefly Wealth will manage your wealth so that you can focus on enjoying your life. We manage your finances in a way that is compatible with your unique lifestyle – now and in the future.

Personal Financial Planning for Lawyers and their Families

Gain a clear understanding of your investments, net worth, cash flow, taxes, and estate plan.

Reach your financial goals and objectives with actionable to-do's and help secure and expand your wealth.

Firefly Wealth Management is here to be your partner and guide: from student loans to retirement through end-of-life care (and hopefully a life well-lived throughout!).

Investment Management

Firefly Wealth manages your portfolio using data-driven recommendations and optimizations based on your unique goals, tax situation, time horizon, and risk tolerance.

Retirement and Defined Benefits usually make up a substantial portion of an attorney's net worth.  Work with an advisor who understands your benefits and takes them into account when managing your portfolio.

Retirement (and after) Planning

Retiring is just one step in a long journey.  The financial decisions to be made during retirement are just as important as the work it takes to get to retirement.

Firefly Wealth collaborates with you to create a realistic plan for the retirement you’ve worked hard for.

We specialize in Elder Care* and work with a network of trusted experts to get you the care and guidance you may need.

*This is a generalized phrase used in the industry that can cover a wide variety of issues.

HR & Benefits Department Liaison​



Partner with a firm that has experience in retirement benefits for lawyers and attorneys.

Not sure what that memo means? Questions about your retirement or other benefits?

Firefly Wealth Management acts as your advocate and can ask appropriate questions regarding your benefits. We will even help you fill in those forms!

*To the extent allowed and authorized by clients in writing

Joshua Levine is a CERTIFIED FINANCIAL PLANNER^TM.
Firefly Wealth Management is a member of the Schwab Advisor Network.

WARRANTIES & DISCLAIMERS
There are no warranties implied.

Firefly Wealth Management LLC is a registered investment adviser located in Cleveland, Ohio. Firefly Wealth Management LLC may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements. Firefly Wealth Management LLC ’s web site is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment-related information, publications, and links. Accordingly, the publication of Firefly Wealth Management LLC ’s web site on the Internet should not be construed by any consumer and/or prospective client as Firefly Wealth Management LLC ’s solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet. Any subsequent, direct communication by Firefly Wealth Management LLC with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the
prospective client resides. For information pertaining to the registration status of Firefly Wealth Management LLC, please contact the state securities regulators for those states in which Firefly Wealth Management LLC maintains a registration filing. A copy of Firefly Wealth Management LLC ’s current written disclosure statement discussing Firefly Wealth Management LLC ’s business operations, services, and fees is available at the SEC’s investment adviser public information website – www.adviserinfo.sec.gov or from Firefly Wealth Management LLC upon written request. Firefly Wealth Management LLC does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to Firefly Wealth Management LLC ’s web site or incorporated herein, and takes no responsibility therefor. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.

This website and information are provided for guidance and information purposes only. Investments involve risk and unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy. This website and information are not intended to provide investment, tax, or legal advice.

These materials have been independently produced by Firefly Wealth Management. Firefly Wealth Management is independent of, and has no affiliation with, Charles Schwab & Co., Inc. or any of its affiliates (“Schwab”). Schwab is a registered broker-dealer and member SIPC. Schwab has not created, supplied, licensed, endorsed, or otherwise sanctioned these materials nor has Schwab independently verified any of the information in them. Firefly Wealth Management provides you with investment advice, while Schwab maintains custody of your assets in a brokerage account and will effect transactions for your account on our instruction.