Firefly Wealth Management is a Cleveland-based, fee-only fiduciary financial advisory firm led by CERTIFIED FINANCIAL PLANNER™ Joshua Levine. The firm specializes in personalized financial planning and investment management, offering services such as retirement planning, tax strategies, estate planning, and insurance analysis.

Firefly Wealth Management emphasizes a client-centered approach, utilizing low-cost, transparent investment options like mutual funds and ETFs, and tailoring strategies to each client’s unique goals and risk tolerance. The firm operates without selling proprietary products or taking custody of client funds, ensuring that clients’ best interests remain the top priority.