Millennial Wealth, LLC - Seattle (WA)

5 /5 Ryann Prieser: We are having Levi handle our daughter’s 529. As much as I am comfortable/even strangely excited about budgets, I knew I wasn’t very knowledgeable about investing. Levi has the heart of a teacher - I wanted to know why investing in a 529 was a good option, not just necessarily that I should. I love that he is quick to respond to any questions I have.

5 /5 Alex Clausen: I’ve been a client of millennial wealth for about 3 years now and have had a wonderful experience. Not only have a learned a ton about personal finances, but Levi has provided extremely helpful insights to managing my wealth. Levi truly cares and will proactively drive things for you, making some of these complicated decisions much easier. Highly recommended!

5 /5 Mackenzie Miller: Levi is fantastic. With the reasonable flat rate he is also very responsive to email updates and questions as financial decisions come up in life. Levi helped us over the last year with planning how to handle an unexpected windfall. He helped us through planning our first home purchase and has been responsive and helpful. Im so glad we decided to hire him last year!

5 /5 Lennie Cottrell: Levi and his team have helped us streamline our finances and get our future set up for financial success. They are patient and knowledgeable, always willing to answer my questions and make sure I understand the ins and outs of our financial circumstances. Theyre quick to respond and I feel like they care about us as clients.

5 /5 Alex Renney: Been a client now for about two and a half years! Initially, I had reservations about the idea of using a financial planner. This in part was due to the feeling that my relatively simple situation didnt call for it, but also that Id be able to research and manage my money effectively and independently. I can confidently say my position now is much better than it would have been had I stuck to those convictions. The financial world is complex. Levis overall value and attention to detail is unparalleled. His work ethic and care for clients is what will keep you on a path to success even in trying times.