Levi J. Befort, AWMA,CMFC, PPC

Levi Befort is the Owner / Wealth Advisor of Prinvest Advisors in Rochester, MN. 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 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.

Levi believes financial planning is a lifelong, personal process that you create and adapt to base 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 fiduciary financial 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 life 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, the Chartered Mutual Fund Counselor (CMFC) designation and the Professional Plan Consultant (PPC) designation.

Outside of work, Levi spends his time with his wife, Sara, and three young daughters. Levi enjoys fishing, hunting, snowmobiling, making maple syrup and anything involving the great outdoors. 

Give Levi a call today to schedule a FREE/NO OBLIGATION portfolio review to discuss the products & services he offers that may be appropriate for you.