Brian Levy, CFA, CFP®

Wealth Advisor

Brian Levy, in the Langhorne office, helps clients live the lives they want through personalized financial plans tailored to their individual goals.

Brian has more than 10 years of experience in the financial services industry, starting his career with Harvest Group Financial.

Brian graduated from Temple University with a degree in Mathematical Economics. He is a CERTIFIED FINANCIAL PLANNER™ professional and a Chartered Financial Analyst®.

Brian grew up in Lower Bucks County and has strong ties to the community. He and his wife, Julia, along with their three children, Ben, Jack and Ada, reside in Bucks County.

Let’s Have a Conversation

We welcome you to schedule a discussion with a financial advisor at no cost or obligation.

During this discussion, you will:

Share your current situation and goals

Receive an introduction to an advisor

Get your financial questions answered

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