Firefly Wealth Management, LLC.

Firefly Wealth Management, LLC. is a Financial Planner in Cleveland Heights, OH, located at 1468 W 9th St Suite #100. The firm provides fee-only, fiduciary financial planning and investment management exclusively for attorneys at every career stage, from first associate to equity partner. Services include comprehensive analysis of investments, net worth, cash flow, taxes, and estate planning, alongside data-driven portfolio management that accounts for retirement and defined-benefit plans. The firm offers standalone financial plans, retirement planning, and elder-care navigation. It holds a rating of 5.00 based on 1 reviews.

Firefly Wealth Management was founded by Joshua F. Levine, CFP®, to serve lawyers with full wealth management tailored to uneven cash flows, distributions, capital loans, and legacy planning. Levine is a member of the Financial Planning Association, the National Association of Personal Financial Advisors, and the Cleveland Metropolitan Bar Association. He previously spent three decades in San Francisco before relocating to Cleveland. The firm operates as a national practice serving attorneys from BigLaw to corporate counsel. Miles, a finance junior at the University of Florida, works across wealth management and equity research for the firm.

The firm is paid directly by clients through a flat monthly retainer or tailored fees for portfolios. Rates vary by career stage, such as for associates and for partners. Standalone plans are available for a negotiated flat fee. Clients may meet by phone, video, or in person.

The business is recognized for its positive rating from the customers who have reviewed it, reflecting the trust attorneys place in its fiduciary advice and specialized focus on legal career financial needs.

Firefly Wealth Management, LLC. delivers specialized financial planning for Cleveland Heights attorneys, combining fiduciary duty with expertise in legal industry compensation and retirement structures.

The business sits on W 9th St Suite in Cleveland Heights, OH, near Detroit Avenue and Superior Hill Park.

BizScoreAI awarded the firm a Content Quality score of 100 out of 100, ensuring the website clearly answers customer questions so AI assistants can quote it directly. The firm also received a Technical score of 93 out of 100, confirming the site is secure and indexable for search engines.