Level Wealth Management

Level Wealth Management is a Financial Planner in Greensboro, NC, located at 701 Green Valley Rd #100. The firm operates as a fee-only financial advisor serving clients in Greensboro, Charlotte, and virtually across the country. It provides comprehensive financial planning, investment management, and tax reduction strategies. The business holds a 5.00 rating based on customer reviews. Founded in Greensboro, North Carolina, the firm employs Certified Financial Planner™ Professionals, Tax Planning Certified Professionals®, and fiduciaries. The team meets clients in person in Greensboro and Charlotte, or virtually nationwide. Services include building customized financial plans, managing investment portfolios, and developing proactive tax strategies to potentially lower tax bills. This structure is designed to reduce conflicts of interest and keep fees low and transparent. The advisory team includes Aaron Parrish, who graduated from Appalachian State University and previously worked with BB&T’s Private Banking Division and Triad Financial Advisors. He has taught retirement planning courses at colleges and universities across Central North Carolina. Drew Cook, also an Appalachian State graduate, previously worked with Vanguard and an independent financial planning firm in Charlotte before joining Level Wealth Management in 2023. Robby Starinsky, a graduate of Wittenberg University, began his career at Vanguard and joined the firm in 2026 after more than a decade of experience. Emily Reilly, a graduate of the United States Naval Academy and former Supply Corps Officer, is completing her CFP® education and pursuing a Master’s in Wealth Management at Columbia University. The firm offers unlimited access to its team for challenges that arise between semi-annual service calendar meetings. Services cover cash flow management, insurance coverage, estate planning, and account consolidation to minimize taxes. The advisors help clients navigate retirement distribution strategies, Social Security timing, and Medicare premiums. Level Wealth Management combines its flat-fee transparency and fiduciary standards to provide clear, straightforward financial planning for clients in Greensboro, NC.

The firm sits on Green Valley Road, just a tenth of a mile from West Wendover Avenue and Benjamin Parkway, with North Buffalo Creek lying about four tenths of a mile away.

BizScoreAI awarded the business a Performance score of 95 out of 100, which reflects fast website loading that keeps visitors engaged and supports search rankings. The Content Quality score is 75 out of 100. Additionally, the business ranks number 2 of 19 Financial Planner businesses that BizScoreAI has scored in Greensboro.