Firefly Wealth Management, LLC.

Cleveland, Ohio

5.0 (1 reviews)
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About

Firefly Wealth Management is a fee-only fiduciary firm in Cleveland, Ohio founded by Joshua F. Levine, CFP, serving attorneys and lawyers. The firm provides financial planning, investment management, estate planning coordination, and HR benefits advisory tailored to legal professionals navigating variable compensation, retirement benefits, and complex financial situations. It charges either a percentage of assets under management or flat fees (financial plans range from $5,000–$15,000), maintains no custody of client funds, and does not sell proprietary products.

Specialties

Firm details

Languages
English
Hours
Sunday: Closed, Monday: 8:30AM-8:30PM, Tuesday: 8:30AM-8:30PM, Wednesday: 8:30AM-8:30PM, Thursday: 8:30AM-8:30PM, Friday: 8:30AM-8:30PM, Saturday: 10:30AM-3PM
SEC registered
No
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