Firefly Wealth Management, LLC. of Cleveland

Firefly Wealth Management, LLC. of Cleveland is a financial planner in Cleveland, OH. The firm provides fee-only, fiduciary financial planning and investment management exclusively for attorneys at every career stage. Services include data-driven portfolio management, retirement planning, tax and estate analysis, and assistance with elder-care decisions. The practice addresses specific legal career needs such as uneven cash flows, distributions, capital loans, and legacy planning. The business holds a 5.00 rating based on one review. Firefly Wealth Management was founded by Joshua F. Levine, CFP®, to serve lawyers exclusively. Levine is a Certified Financial Planner and a member of the Financial Planning Association, the National Association of Personal Financial Advisors, and the Cleveland Metropolitan Bar Association. A New Jersey native, he spent three decades building his career in San Francisco before relocating to Cleveland. The firm serves attorneys from their first associate paycheck through equity partner or corporate counsel status. The team includes Miles, a finance junior at the University of Florida who works across wealth management and equity research. Standard monthly retainers are set by career stage, with specific rates for associates, senior associates, and partners. The firm also offers standalone, one-time financial plans for a negotiated flat fee, covering full analysis and additional scenarios such as early retirement or buying a home. The firm serves attorneys nationwide via phone or video, with in-person meetings available in the Cleveland area. The business maintains a positive rating from the customers who have reviewed it. Firefly Wealth Management, LLC. of Cleveland delivers specialized fiduciary financial planning to attorneys in Cleveland, OH, grounded in a fee-only structure and exclusive focus on the legal profession.

Located on Detroit Avenue about a tenth of a mile from Superior Hill Park and West Superior Avenue, the office is near the Terminal public artwork and Carl B. Stokes Courthouse Park.

BizScoreAI gives the website a Content Quality score of 100 out of 100, which means the site clearly answers customer questions and provides clear page descriptions that AI assistants can quote directly. The site also earns a Performance score of 88 out of 100 for fast loading speeds, which keeps visitors on the page and helps with search engine ranking.

Services:

• Elder Care Coordination
• Financial Planning for Lawyers, Paralegals and others in the legal community
• HR & Benefits Department Liaison Services
• Investment Management
• Retirement and Defined Benefits Planning