Millennial Wealth, LLC Fremont Ave N, Seattle

I booked a consultation online and received a confirmation email. Shortly afterwards I received a cancellation notice informing me that “we don’t think we’ll be the best fit for your needs”. If that were the case it seems that I would be making that decision, not them. They based that off of about 4-5 preliminary questions online without ever having spoken with me. They mention on the website that there is “no account minimum” and they bring “financial planning to everyone”. That’s clearly not the case.

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!

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!

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.