MB, LEVIS & ASSOCIATES,LLC
SEC RegisteredWhether you're beginning your investment journey, reimagining your retirement, or anything in between, you need a professional in your corner.
About the firm
MB, Levis & Associates, LLC is a financial advisory firm based in Center Valley, PA. Their team consists of seasoned professionals with decades of combined experience, offering customized strategies to meet the unique financial needs of every client. They take a proactive approach to helping clients develop strategies to address their financial goals and objectives.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
The firm offers portfolio management, retirement strategies, risk management, estate strategies, HNW/UHNW client services, debt management, education strategies, Social Security strategies, charitable giving and legacy planning, small business ownership guidance, and cash flow analysis.
Who they serve
Pre-retirees, retirees, working professionals, families, young professionals just starting out, seasoned investors, and high-net-worth and ultra-high-net-worth individuals.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 92 | $40M |
| High Net Worth Individuals | 78 | $364M |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
2 advisors in the directory
Regulatory & compliance
Data as of March 20, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. MB, LEVIS & ASSOCIATES,LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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