Levi J. Befort, AWMA,CMFC, PPC
Owner / Wealth Advisor
Levi Befort is the Owner / Wealth Advisor of Prinvest Advisors. As a Wealth Advisor, Levi’s mission is to help people get more out of their money, take some of the guesswork out of investing and to help manage financial risks.
Levi believes financial planning is a life long, personal process that you create and adapt to based on your needs, your values, and your unique situation. It is through such a process that you can work toward pursuing your most important aspirations.
As a Wealth Advisor, Levi can help you to:
- Identify appropriate investment strategies
- Plan for both the retirement asset accumulation and distribution phases of your life
- Fund specific goals such as retirement, children’s education, travel, etc.
- Manage risks to your family’s health and wealth against the unexpected with insurance
Levi has his Series 7, 6, 63, 65 registrations with LPL Financial and Life & Health insurance licenses. He has continued his education and credentials by earning the Accredited Wealth Management Advisor (AWMA) designation and the (Chartered Mutual Fund Counselor (CMFC) designation.
Individuals who hold the AWMA designation have completed a course of study encompassing wealth strategies, equity-based compensation plans, tax reduction alternatives and asset protection alternatives. With this knowledge, Levi is able to help clients capitalize on opportunities to preserve, grow and transfer their wealth. Additionally, individuals must pass an end-of course exam that tests their ability to synthesize complex concepts and apply theoretical concepts to real-life situations.
Individuals who hold the CMFC designation have completed a course of study encompassing all aspects of mutual funds and their uses as investment vehicles.
Levi and his wife, Sara, are the parents of three young girls. When not spending time with his family, Levi enjoys fishing, hunting, snowmobiling and anything involving the outdoors. He resides in Pine Island, MN.
Levi has worked in the financial services profession since 2006. His specialized approach centers largely on client education and interaction. This approach allows clients to be part of the team rather than bystanders. Levi utilizes his experience to develop strategies that focus on managing risk during various market conditions, customizing portfolios designed to match the individual goals and constraints, and assisting clients with life’s many unknowns as they arise.