Levi Befort, AWMA®, CMFC®, PPC®

Levi Befort is the President and Owner of Prinvest Advisors, an independent wealth management firm based in Rochester, Minnesota. With two decades of experience in financial services, Levi helps individuals, families, and business owners develop clear financial strategies aiming to support long-term wealth, retirement income, and financial confidence.

As an independent financial advisor, Levi provides objective guidance and personalized planning strategies tailored to each client's goals, risk tolerance, and stage of life.

His practice focuses on retirement planning, investment management, and financial planning for professionals, pre-retirees, and retirees across Minnesota and nationwide.

Financial Planning Expertise

Levi specializes in helping clients navigate complex financial decisions, including:

• Retirement income planning and distribution strategies

• Investment management and portfolio design

• Comprehensive financial planning

• Risk management and insurance planning

• College savings strategies and legacy planning

• Financial planning for Mayo Clinic employees and healthcare professionals

By integrating planning, investments, and risk management into a cohesive strategy, Levi helps clients pursue financial independence and long-term financial confidence.

Who Levi Works With

Prinvest Advisors works with clients across the United States, with a strong concentration in Rochester, Minnesota and the surrounding region.

Levi frequently works with:

• Mayo Clinic employees navigating complex benefits and retirement plans

• Professionals and executives seeking coordinated wealth strategies

• Business owners planning for retirement and succession

• Pre-retirees preparing for income planning and asset protection

• Families planning for education, major life transitions, and legacy goals

Many clients choose Levi because they want a long-term financial pratner who offers independent advice without product-driven incentives.

Fiduciary Commitment

As an independent advisor held to the fiduciary standard in advisory relationships, Levi is committed to always acting in your best interest. His client-first approach emphasizes transparent communication, personalized advice, and strategies aligned with your risk tolerance and goals.

His planning philosophy centers on:

• Transparency and clear communication

• Long-term financial strategy

• Personalized advice based on each client's goals and values

• Risk-aware investment strategies designed for changing markets

Credentials & Professional Background

Levi has been helping clients navigate financial markets since 2006.

Licenses and Registrations (Held through LPL Financial)

• Series 7

• Series 6

• Series 63

• Series 65

Insurance Licensing

• Life and Health Insurance Licensed

Professional Designations

• AWMA® – Accredited Wealth Management Advisor

• CMFC® – Chartered Mutual Fund Counselor

• PPC® – Professional Plan Consultant

A Relationship-Focused Approach

Levi believes financial planning is most effective when it is built on long-term relationships and trust. His goal is to serve as a strategic financial partner, helping clients make thoughtful financial decisions throughout every stage of life.

Life Outside the Office

Outside the office, Levi enjoys spending time with his wife, Sara, their three daughters, and their dog, Ruby, at their family cabin in Minnesota. He enjoys fishing, hunting, and spending time outdoors.

Work With a Financial Advisor in Rochester, MN

If you're looking for an independent financial advisor in Rochester, Minnesota, Levi Befort and the team at Prinvest Advisors provide personalized financial planning, retirement strategies, and investment management designed around your goals.

📞 Schedule a Consultation Today: 507-535-3542
📧 Email: levibefort@prinvestadvisors.com