Firefly Wealth Management, LLC

Firefly Wealth Management, LLC As your fiduciary wealth manager, Firefly Wealth will work to help secure your financial present for a more abundant future.

Firefly Wealth Management, LLC is a State of Ohio registered investment adviser. I’m Joshua Levine, a CERTIFIED FINANCIAL PLANNER™ professional and a NAPFA-Registered Financial Advisor. Joshua is also a member of the Financial Planning Association®. I spent seven years in the financial industry before founding Firefly Wealth Management with the goal of creating an investment management firm truly designed for you, the client.

When a “sale” isn’t really discount. At Firefly Wealth Management, we help our clients with spending decisions. Maybe no...
04/30/2026

When a “sale” isn’t really discount. At Firefly Wealth Management, we help our clients with spending decisions. Maybe not about cream cheese, but if you need to make a large financial commitment, we help you understand the fine print - from school and housing, to medical care and legacy transfer. We work to grow your wealth, and just as importantly, keep it for you and your family. If you are an attorney, and you don’t have the time your finances require, we have your back. Call for a free consultation, or maybe we can meet in person for coffee/tea and a bagel with cream cheese.

04/16/2026

"What am I actually paying for?"

It's the question every client should ask their financial advisor — and too few do.

Recently, two prospective clients asked us the reverse: what services they *wouldn't* get from Firefly Wealth Management, LLC, because our fee seemed too low compared to what they pay now. One declined to work with us for that reason alone, thinking there must be a catch.

The real answer? They're likely overpaying for investment management — and possibly not receiving comprehensive financial planning in return.

At Firefly Wealth Management, our mission is to lower the advisory fees lawyers and their families pay, while delivering full-scope planning and tax-efficient investment management under one transparent, fee-only structure. Most prospective clients save at least 10% on advisory fees — often more — simply by rethinking who advises them. Over a career, that compounds into real money.

As a fee-only fiduciary, we don't earn commissions. We're paid to give advice that's in your best interest.

And for younger lawyers and summer associates, we built A Lawyer's Path — quality guidance at a low cost, so you can start your career path on solid footing.

If you'd like to see whether you can lower your fees without giving up full-scope planning, let's talk.

www.fireflywm.com


Financial Planning & Investment Management | Firefly Wealth Management LLC

Today marks a significant milestone for Firefly Wealth Management, LLC as we celebrate our anniversary with exciting new...
03/16/2026

Today marks a significant milestone for Firefly Wealth Management, LLC as we celebrate our anniversary with exciting news! We are proud to announce that we will exclusively serve lawyers and their families, beginning April 1.

In honor of this occasion, we are launching new services aimed at reaching younger lawyers who may not yet have a large asset base. Introducing A Lawyer's Path - tailored services and pricing designed to align with various stages of your career, from Summer Associates to Equity Partners and beyond.

For more information, visit our website to book an appointment or sign up directly.

Affordable, fiduciary financial planning and investment guidance designed specifically for attorneys - from your first Summer Associate paycheck though equity-partnership and beyond.

Very excited to be a sponsor! A fun event to support an important organization!
02/14/2026

Very excited to be a sponsor! A fun event to support an important organization!

Very excited!
02/07/2026

Very excited!

We are thrilled to announce that Joshua Levine of Firefly Wealth Management, LLC has been appointed to our North Royalton Chamber of Commerce Board. We look forward to his insight and leadership in this new capacity.

02/04/2026

Excited to announce that Joshua Levine has joined the Board of the North Royalton Chamber of Commerce.

01/08/2026

As we enter the new year, an important reminder that a financial plan serves as an essential tool for prioritizing financial goals and ensuring that your investment management strategy aligns with those objectives.

At Firefly Wealth Management, we believe that a comprehensive financial plan is the cornerstone of a sound investment management strategy. A financial plan also provides a framework to explore and analyze various scenarios:

General concerns such as: Purchasing a new home, saving for college, changing jobs, caring for a family member or friend, or any other financial concerns.

Detailed decisions that may include: Contribution amounts to retirement plans, tax efficient investing, utilizing pre-tax and post-tax accounts, determining the optimal time to claim Social Security benefits, or any other financial decisions that need to be made.

Please speak to us to see how we can best support your family.






01/05/2026

Welcome 2026! Best wishes to everyone in the new year!

Very happy to be the featured Affiliate in the December 2024 Cleveland Metropolitan Bar Association Bar Journal (page 7!...
12/19/2024

Very happy to be the featured Affiliate in the December 2024 Cleveland Metropolitan Bar Association Bar Journal (page 7!)

Firefly Wealth Management is a State of Ohio registered investment adviser.

Looking forward to tonight's event!
10/15/2024

Looking forward to tonight's event!

Bring your business cards and meet other North Royalton Chamber of Commerce members. Please RSVP by Oct. 11th
https://docs.google.com/forms/d/e/1FAIpQLSeUrCPbofoA09H2-n9lS2pe-69mkpGSkS-Fx1x6Ojzhc3qpZQ/viewform?usp=sf_link
$10 will cover light appetizers
$10 per person, light appetizers.

Please pay in advance to: https://www.venmo.com/u/Clean-Solutions (last 4 digits phone 9045) or PayPal: jacqueline wojtkiewicz; [email protected]

Event hosted by Clean Solutions

Address

1468 West 9th Street, Suite 100
Cleveland, OH
44113

Alerts

Be the first to know and let us send you an email when Firefly Wealth Management, LLC posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Share