Who We Are

We are a financial planning firm that is passionate about helping others reach financial independence. We run a premier Weath Management practive for physicians, retirees, business owners and executives using an integrated approach to stress free financial planning.

Together, we provide comprehensive financial planning, retirement income planning, investment and advisory Services, Physician loan repayment planning, Risk Management and more.

Benjamin R. Levy, CFP®, RICP®

Financial Advisor

If you dream it, we’ll help you live it.

See how our version of financial planning can help you live your dreams today. Learn more.

4 Essential Lifestyle Factors That Can Help You Prepare for Retirement

To enjoy a full, healthy retirement, consider these four essential lifestyle factors and how you'll plan for them. Read more.

Is Grad School Worth It? Questions to Ask Yourself Before Applying

The decision is as much a financial as an educational one. Read more.


To learn more about Northwestern Mutual Investment Services, LLC and its financial representatives, visit: FINRA BrokerCheck