Business Details
39 Years
experience
Your Trusted Partner for Financial Advisory Solutions
The Levacy Group is a family-owned investment advisory firm dedicated to providing comprehensive financial solutions tailored to individual client needs. With decades of combined experience, we specialize in portfolio administration, tax planning, and estate preservation, serving clients from our Coronado, California office since 1987. Our approach emphasizes personalized strategies, regulatory compliance, and community engagement, reflecting our commitment to ethical practices and client-centric service. Martha Levacy pioneered one of the first female-owned estate planning practices in the U.S., while Andrew Levacy holds the prestigious IRS Enrolled Agent designation, ensuring expert tax guidance.We prioritize transparency, continuous education, and streamlined operations, earning recognition such as the Partnervest Partner of the Year award. Our focus remains on empowering clients to achieve long-term financial security through disciplined, customized planning.
Services
Portfolio administration
Tax planning
Estate preservation
Investment advisory
Tax document preparation
Details
- Year established: 1987
Highlights and features
- We offer over 35 years of combined experience in financial services and estate planning.
- Our team includes an IRS Enrolled Agent for advanced tax planning expertise.
- We prioritize personalized, client-centric strategies tailored to individual financial goals.
- Recognized with the Partnervest Partner of the Year award for operational excellence.
- We maintain strict compliance with industry regulations and ethical standards.
Associations and certifications
- IRS Enrolled Agent
- FINRA
- SIPC
Services
Portfolio administration
We provide comprehensive portfolio administration, focusing on strategic asset allocation and performance monitoring. Our approach ensures diversified investments aligned with client risk tolerance and financial objectives. Clients benefit from regular reviews and adjustments to optimize long-term growth.
Tax planning
Our tax planning services leverage advanced expertise, including IRS Enrolled Agent credentials, to minimize liabilities. We analyze income, investments, and estate plans to create efficient tax-saving strategies. Clients receive proactive guidance for compliance and financial optimization throughout the year.
Estate preservation
Estate preservation ensures seamless wealth transfer through tailored trusts, wills, and gifting strategies. We address probate avoidance and tax implications while safeguarding family legacies. Clients gain peace of mind with structured plans that align with personal and financial goals.
People
Martha Levacy
Founder
Martha Levacy established one of the first female-owned estate planning practices in 1987. She focuses on empowering clients through financial goal-setting and community involvement, serving local organizations like the Coronado Soroptimists and Chamber of Commerce.
Ronald Levacy
Co-Founder
Ronald Levacy pioneered the first U.S. bank platform investment program in 1987. With a background in finance and honors from CSULB, he brings decades of institutional investment expertise to client portfolios and strategic planning.
Andrew Levacy
Investment Advisor
Andrew Levacy, an IRS Enrolled Agent, specializes in tax and investment planning. A UC Davis graduate and former Varsity Water Polo athlete, he helps clients achieve income goals while maintaining compliance with evolving financial regulations.
Questions
What services does The Levacy Group offer?
We specialize in portfolio administration, tax planning, estate preservation, and investment advisory services tailored to individual client needs.
How does The Levacy Group assist with tax planning?
Andrew Levacy, an IRS Enrolled Agent, provides expert tax guidance, including return preparation, liability reduction, and compliance strategies integrated with investment planning.
What experience does the team have?
Martha Levacy has over 35 years in estate planning, Ronald Levacy pioneered institutional investment programs, and Andrew holds advanced tax credentials with UC Davis academic honors.
Which areas do you serve?
We primarily serve clients in Coronado, California, with personalized financial solutions accessible to clients nationwide.
