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Millennial Wealth, LLC
Empowering your financial future with personalized, flat-fee planning.
5(5 reviews)
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Business
financial-advising
financial-advisor
No photos available
About Millennial Wealth, LLC
Millennial Wealth, LLC is a Seattle-based financial planning firm dedicated to helping individuals and families achieve financial success. Led by Levi and his team, we provide comprehensive, flat-fee advisory services with a focus on education and transparency. Whether you're navigating investments, planning for a home purchase, managing windfalls, or setting up education funds like 529 plans, our patient, responsive approach ensures you understand every step. We cater to clients seeking proactive, detail-oriented guidance to simplify complex financial decisions and build long-term wealth.
Business Info
Location
3518 Fremont Ave N #443, Seattle, WA 98103, USA
Services Offered
Personalized Financial Planning
Tailored strategies for budgeting, investing, and wealth management to meet your unique goals.
Investment Advisory
Guidance on portfolio management, including 529 plans and other investment vehicles, with educational support.
Home Purchase Planning
Assistance with financial preparation and decision-making for first-time or repeat home buyers.
Windfall Management
Expert advice on handling unexpected financial gains to optimize long-term benefits and tax implications.
Flat-Fee Consultation
Transparent, reasonable flat-rate services with responsive email support for ongoing questions and updates.
Reviews
5(5 reviews)
Rating Distribution
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Lennie Cottrell
via Google
over 1 year ago
Levi and his team have helped us streamline our finances and get our future set up for financial success. They are patient and knowledgeable, always willing to answer my questions and make sure I understand the ins and outs of our financial circumstances. They're quick to respond and I feel like they care about us as clients.
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Ryann Prieservia Google
over 2 years ago
We are having Levi handle our daughter’s 529. As much as I am comfortable/even strangely excited about budgets, I knew I wasn’t very knowledgeable about investing. Levi has the heart of a teacher - I wanted to know why investing in a 529 was a good option, not just necessarily that I should. I love that he is quick to respond to any questions I have.
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Mackenzie Millervia Google
over 4 years ago
Levi is fantastic. With the reasonable flat rate he is also very responsive to email updates and questions as financial decisions come up in life. Levi helped us over the last year with planning how to handle an unexpected windfall. He helped us through planning our first home purchase and has been responsive and helpful. I'm so glad we decided to hire him last year!
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Alex Clausenvia Google
over 5 years ago
I’ve been a client of millennial wealth for about 3 years now and have had a wonderful experience. Not only have a learned a ton about personal finances, but Levi has provided extremely helpful insights to managing my wealth. Levi truly cares and will proactively drive things for you, making some of these complicated decisions much easier. Highly recommended!
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Alex Renneyvia Google
over 5 years ago
Been a client now for about two and a half years! Initially, I had reservations about the idea of using a financial planner. This in part was due to the feeling that my relatively simple situation didn't call for it, but also that I'd be able to research and manage my money effectively and independently. I can confidently say my position now is much better than it would have been had I stuck to those convictions. The financial world is complex. Levi's overall value and attention to detail is unparalleled. His work ethic and care for clients is what will keep you on a path to success even in trying times.
