Firefly Wealth Management LLC is a Cleveland-based registered investment adviser founded by Joshua F. Levine, CFP®. The firm serves attorneys exclusively, offering fee-only, fiduciary financial planning and investment management with no commissions or asset minimum. Its services are designed for lawyers at every career stage, from new associates to equity partners and corporate counsel, and reflect the distinct financial demands of legal careers, including uneven cash flow, distributions, capital loans, and complex benefits.

Financial planning brings together a client’s investments, net worth, cash flow, taxes, and estate considerations in an actionable plan, addressing goals from student loans through retirement. Investment management uses a data-driven approach tailored to each client’s goals, tax situation, time horizon, and risk, while accounting for attorney retirement and defined-benefit plans. The firm also provides retirement and elder-care planning, helping clients prepare for retirement and navigate care decisions with support from a network of experts. As an HR and benefits liaison, Firefly can help clients interpret benefits information, communicate with their firms, and complete forms when authorized.