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Let the journey begin.
Introducing Betterment Advisory
"Investors should have a clear view of their goals and invest accordingly. Our online advisory program helps make this as efficient as possible. Welcome to the future!"
Martha Levacy, Investment Advisor The Levacy Group
The Benefits of Investing With Betterment Advisory
Customized Account
Your portfolio will be managed based on your personal goals and objectives.
Online Access
Save time by opening your account online. Have 24-hour access to your account to monitor your goal based investment.
Low Expenses
We use efficient low-cost Exchange Traded Funds (ETFs) to keep your expenses down. This means that more money remains in your account to grow.
No Account Minimum
You can get started today with the money you have.
Get Started Today
First Step
Open your new account online in less than 10 minutes. Just click the Get Started link below.
Second Step
Create your investment goal. We will then create an investment mix that's personalized to you.
Third Step
Fund your retirement goal by transferring your IRA or 401k. You can also add money electronically from your bank account.
Take a look inside...
Start With Your Dashboard
Set Your Investment Goals
See your Stock and Bond Mix
“Get started on your goals today"
Andrew Levacy, client services The Levacy Group
Check the background of this firm on FINRA’s BrokerCheck
Questions or comments? Please email us at mlevacy@partnervest.com or give our office a call, (619) 435-1234