Let the journey begin.

Introducing Betterment Advisory

"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

The Benefits of Investing With Betterment Advisory

Customized Account

Your portfolio will be managed based on your personal goals and objectives.

Online Access

Save time by opening your account online. Have 24-hour access to your account to monitor your goal based investment. 

Low Expenses

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.

No Account Minimum

You can get started today with the money you have.

Get Started Today

First Step

Open your new account online in less than 10 minutes.  Just click the Get Started link below.

Second Step

Create your investment goal. We will then create an investment mix that's personalized to you. 

Third Step

Fund your retirement goal by transferring your IRA or 401k. You can also add money electronically from your bank account.

Take a look inside... 

Start With Your Dashboard 

Set Your Investment Goals

See your Stock and Bond Mix

“Get started on your goals today"

​Andrew Levacy, client services The Levacy Group

Check the background of this firm on FINRA’s BrokerCheck

Questions or comments? Please email us at or give our office a call, (619) 435-1234

Copyright 2018 by The Levacy Group

Services offered through Partnervest Division of Sorrento Pacific Financial, LLC. (Member FINRA/SIPC). Investment Advisory provided through Partnervest Advisory Services, LLC. Some insurance products sold through Partnervest Insurance Services, LLC.