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Our Clients

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Our Clients

"Our mission is to change the way financial advice is delivered.” –Jake Tomes, CEO

Our advice is based on your specific needs as an individual, family, or business owner. Our comprehensive team of specialists allows us to become your personal financial “CEO”. Your Level Four® advisor team possesses the experience and education necessary to serve any client with their unique portfolio needs.

Level Four® has specific experience working with a variety of clients, including:


As a high net worth individual, you have specific needs and goals that deserve an approach tailored to your specific situation. At Level Four®, we understand the obstacles you face and have targeted experience to help you overcome those trials to pursue your goals.


At Level Four®, we appreciate that families have differing priorities and goals than individuals. Our team has specialized experience in working with families to aid them in planning for their children’s future, preserving their wealth, and ensuring that their legacy will be passed on to the next generation. A family is a unit, much like Level Four®, and we will work hard to ensure that your unit is protected from financial uncertainty.

Business Owners

As a business owner, you are a breed of your own. With a more intricate and dynamic financial situation, you need someone who has expertise in dealing with your unique financial position. At Level Four®, we understand the complexities that come with owning a business and are here to help you organize and plan your financial outlook so that you can focus on what you do best – running your business.

Corporate Executives

At Level Four®, we understand the importance of balancing personal and business-related financial issues as a business executive. With our extensive array of resources and tools we can help you coordinate the two realms of your financial situation to make your portfolio work for you, not the other way around. From risk management to executive compensation planning, we can help you organize and protect your wealth.

Professional Athletes

As a professional athlete, you want your success in the game to translate to success in your finances. At Level Four®, we understand the complexities that come with having a period of very high income followed by an abrupt drop-off in that income. We can help you plan for the dynamic changes in your financial situation and help you plan your life after your athletic career.


Institutions have specific goals they want to reach in their investment strategies, and at Level Four® we combine national resources, extensive experience, and an innovative approach to help your business maximize the value gained from its investing activities. With time-tested strategies and a deep understanding of the markets, you can feel at ease knowing you've partnered with Level Four® to help manage your corporate portfolio.