"Investors should have a clear view of their goals and invest accordingly. Our online advisory program helps make this as efficient as possible. Welcome to the future!"
Martha Levacy, Investment Advisor The Levacy Group
Your portfolio will be managed based on your personal goals and objectives.
Save time by opening your account online. Have 24-hour access to your account to monitor your goal based investment.
We use efficient low-cost Exchange Traded Funds (ETFs) to keep your expenses down. This means that more money remains in your account to grow.
You can get started today with the money you have.
Get Started Today
Open your new account online in less than 10 minutes. Just click the Get Started link below.
Create your investment goal. We will then create an investment mix that's personalized to you.
Fund your retirement goal by transferring your IRA or 401k. You can also add money electronically from your bank account.
Start With Your Dashboard
Set Your Investment Goals
See your Stock and Bond Mix