Levesque & Associates Inc.

The work isn't over.

Your plan is complete and solutions have been implemented, but that doesn't mean our work is done! Your goals and needs change and we offer ongoing support and strategies to keep you on track

Comprehensive, goal-based planning to help you achieve your ideal financial future.

We take pride in offering something a little bit different.

Our belief is that you deserve more than the industry-standard investment management and tax preparation you're receiving today Our mission is to take all pieces of your personal and business finances and bring them together under one roof This approach means increased cohesiveness, goal-oriented short and long-term planning strategies, peace of mind for you, and so much more

Benefits of Working With Us

Client needs always come first.

Fiduciary is a buzz word in our industry and for good reason: it's intended to protect the beneficiaries' (clients') interests As a fiduciary firm, we are committed to the highest standard of care for each client we serve In other words, the solutions and services we offer are designed solely with client benefit, not personal gain, in mind

Planning to help you keep more of what you earn.

A key to financial success and security is not to make more, but to keep more of what you make Afterall, your earnings are an engine of opportunity Tax is the most significant expense in your life With a tax efficient approach to every plan, we work tirelessly to ensure you never overpay in tax and employ unique, versatile strategies to limit your overall tax liability throughout your lifetime

Backed by some of the best in the industry.

Conrad Levesque, CFP, CPA, leads the team with nearly 20 years of industry experience Our team is enhanced through relationships with Prosperity Capital Advisors, The Due Diligence Project, and more These relationships allow us to provide unparalleled and proven services and resources to our clientele

We'll Help You Stay the Course.

How Can We Help?

Planning is at the core of everything we do As a fiduciary firm, we put your needs first and deliver recommendations that solely serve your best interests

By putting strategic measures in place, we believe you can achieve your goals with ease and confidence Explore the various services available below Looking for something specific? We don't believe in a one-size-fits-all approach to planning Let's talk about creating a solution that's perfect for you

Getting Started is Easy

Interested in learning more about our unique and efficient approach to your financial future? We'd love to speak with you! To help prepare for this meeting, you should have a basic idea of your current financial picture and financial goals How are things now? Do you have any concerns? What do you hope to accomplish in the next few years and long term? 600 Kennesaw Ave NW Suite 100 Marietta, GA 30060 Monday - Thursday 9AM - 5PM