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Comprehensive Financial Planning
A full diagnostic of cash flow, insurance, estate, retirement, and tax — built into a living plan with annual reviews and on-demand access.
$2,500one-time plan, flat
Flat fee
Bethesda, Maryland · Ameriprise Financial Services, LLC
Wealth, built deliberately — for the long arc.
Levi Brandriss is a Private Wealth Advisor with Ameriprise Financial Services, LLC, helping families, business owners, and professionals across the Washington D.C. metro turn complicated financial lives into clear, disciplined plans.
CFP® · AAMS®
Credentials
17 Years
Advising Bethesda families
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“A plan is only useful if it survives the next market, the next tax law, and the next chapter of your life.”
— Levi Brandriss
2008
Year founded his Bethesda practice
The Practice
Advice with a fiduciary spine, not a sales script.
Levi founded his Bethesda advisory practice on a simple conviction: the families of the Washington D.C. metro deserve an advisor who answers to them first. As a Private Wealth Advisor with Ameriprise Financial Services, LLC, he brings institutional-grade planning, disciplined investment management, and genuine fiduciary care to clients whose financial lives are too complex for a call center.
His practice serves physicians at Sibley and Suburban, partners at D.C. firms, federal retirees, and multigenerational families across Montgomery County — clients who want one advisor to coordinate the whole picture, not five specialists who never speak to each other.
Fiduciary standard
Fee-transparent
Ameriprise platform
Independent advice
What We Do
Six disciplines, one coordinated plan.
Every engagement begins with a full financial picture. From there, Levi assembles the disciplines below into a single, coherent plan — priced transparently and revisited each year.
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Ongoing Wealth Management
Discretionary portfolio management on the Ameriprise platform — diversified, tax-aware, and rebalanced against your target allocation, not the headlines.
1.00%of assets / year, billed quarterly
Most chosen
03
Retirement Income Strategy
Sequencing withdrawals from taxable, tax-deferred, and Roth accounts to minimize lifetime taxes and protect against sequence-of-returns risk.
$1,800standalone analysis
Project
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Tax-Aware Investing
Loss harvesting, asset location across account types, and coordination with your CPA to keep more of every dollar of return working for you.
$950annual review
Annual
05
Estate & Legacy Planning
Coordination with estate counsel on trusts, beneficiary designations, gifting strategy, and generational transfer — keeping assets aligned with intent.
$1,200coordination fee
Project
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Risk & Insurance Review
An independent audit of life, disability, long-term care, and umbrella coverage — closing the gaps a single bad year could exploit.
$650standalone audit
Audit
The Method
Four principles, held in tension.
Wealth advice fails when it leans on a single idea. Levi's practice holds four principles in tension — discipline without rigidity, ambition without recklessness.
P · 01
Fiduciary first, always.
Levi operates under a fiduciary standard — your interest comes before compensation, every time, with the disclosure to prove it.
P · 02
Plans over products.
Recommendations begin with the math, not a product shelf. If a solution doesn't earn its place in the plan, it doesn't earn a place in your portfolio.
P · 03
Coordinated, not siloed.
Your CPA, estate attorney, and lender all hear the same story. Levi quarterback's the team so nothing falls between the cracks.
P · 04
Decades, not quarters.
Plans are built for the next thirty years, not the next headline. The strategy is meant to be boring — and to outlast the noise.
How We Begin
Four steps from first call to live plan.
A clear, predictable onboarding — so you know exactly what happens next, and what each meeting is for.
01
Week One
Discovery Call
A 30-minute conversation — no pitch. We learn your goals, family, and the constraints that shape your decisions.
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Week Two
Data & Diagnostics
You share statements, tax returns, and benefit documents through a secure portal. We run the full diagnostic.
03
Week Four
Plan Presentation
A working session where we walk through findings, scenarios, and recommendations — and you push back where you should.
04
Week Six
Implementation
Accounts are opened, transfers initiated, documents signed. You leave with a living plan and a calendar of reviews.
Field Notes
Thinking from the practice.
Quarterly letters and planning notes Levi writes for clients — shared here because the ideas matter beyond any single household.
Quarterly Letter · Q4
The Roth conversion window is real, and it is closing slowly.
For Bethesda households in the income band between $250,000 and $400,000, the next several tax years may be the most efficient conversion window of the decade. A look at how to size it without bracket creep.
Why we still hold international equities.
Underperformance is uncomfortable. Under-diversification is dangerous. The case for staying globally allocated when U.S. large caps dominate the headlines.
Selling a practice: three years of preparation.
The exit begins long before the letter of intent. How Montgomery County practitioners are sequencing succession, tax, and lifestyle.
Begin
Let's have a real conversation.
The first call is a 30-minute discovery conversation — no cost, no obligation, no pitch. Tell Levi where you are, where you want to be, and what's keeping you up at night. He'll tell you honestly whether his practice is the right fit.
Office
Bethesda, MDServing the Washington D.C. metro
Affiliation
Ameriprise FinancialServices, LLC
Hours
Mon – Fri8:30a – 5:30p ET
Scheduling
By appointmentIn-person & virtual