---
title: "Joshua Levine | Financial Advisors"
description: "Joshua Levine at Firefly Wealth Management. I’m Joshua Levine, a certified financial planner and member of the National Association of Personal Financial…"
url: https://financialadvisors.com/advisors/joshua-levine/
---

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![Joshua Levine](https://financialadvisors.com/wp-content/uploads/2024/10/headshot1.webp)

# Joshua Levine

Firefly Wealth Management

investment

Certified Financial Planner

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## About

I’m Joshua Levine, a certified financial planner and member of the National Association of Personal Financial Advisors and the Financial Planning Association. I spent over seven years in the financial industry before founding Firefly Wealth Management with the goal of creating an investment company truly designed for you, the client. Prior to entering the wealth management field, I spent over 15 years in international taxation and compliance working with FedEx Trade Networks.

Investment Philosophy

Managing your investment portfolio should not be overwhelming; it should instead provide a source of comfort and stability. Data-driven, strategic investment recommendations will be made and optimized based on your unique goals, time horizon, and risk tolerance.

Firefly Wealth Management is committed to being consistently focused on your best interest including managing and monitoring accounts, tax and benefits analysis, and the use of solid market principles. I will continually work for your benefit with allocation, analysis, rebalancing, and tax-efficient investing.

## Firm Information

![Firefly Wealth Management logo](https://financialadvisors.com/wp-content/uploads/2024/10/Firefly-icon.jpg)

Firm Firefly Wealth Management

Position Owner / Founder

Agency Type ria

Firm CRD# 331225

About Firm

Firefly Wealth Management is dedicated to providing personalized financial planning and wealth management services to every client, regardless of financial history. As your online or in-person fiduciary wealth manager, I’ll help guide you through personal, family, and retirement planning, investment management, and philanthropic value-based investing. Together, we’ll work to secure your financial present for a more abundant future.

Firm Location

## Professional Details

Advisor CRD# 6729406

Fiduciary Yes — acts in your best interest

Compensation Fee-Only

Designations

Certified Financial Planner

## Investment Information

SEC Form ADV [View Form ADV →](https://www.adviserinfo.sec.gov/firm/summary/331225)

## Practice Focus

Specialties

- Financial Planning 50%

- Portfolio Management 25%

- Retirement Planning 25%

Preferred Client Type

- Law Firms 60%

- High Net-Worth Individuals 5%

- Individuals 5%

- LGBTQ 5%

- Millenials 5%

- Other 5%

- Retirees 5%

- Other 10%

## Education

## About Me

Hobbies & Interests

Archery Board Games Camping Cooking/Grilling Music Playing Card Games

Community Involvement Financial Planning Association (FPA), National Association of Personal Financial Advisors (NAPFA)

### Contact Information

Email Advisor

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[(216)285-1140](tel:2162851140)

Address 1468 W 9th St, Cleveland, OH 44113, USA

### At a Glance

Founded 2024

### Links

[Website](https://www.fireflywealthmanagement.com/) [SEC Form ADV](https://www.adviserinfo.sec.gov/firm/summary/331225) Form CRS Not provided

[BrokerCheck Profile](https://adviserinfo.sec.gov/individual/summary/6729406)

### Connect

[LinkedIn](https://www.linkedin.com/in/joshuaflevine/)

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