Financial advisor · Lakewood, CO · reviewed since 2026
iHow the Experts Score is calculatedEach factor is scored 0–100 on absolute terms (standing in the category can only raise it), then weighted; problems flagged in review highlights or a recent slide in ratings are subtracted:Satisfaction 69%99+68.5Reliability 31%98+30.2Experts Score= 99Not enough data for value, replies to reviews; its weight is shared by the others.Grade A: A = 80+, B = 60–79, C = 40–59, D = 20–39. Needs 10+ reviews.99SCORE
AGradeiLetter from the Experts Score: A = 80+, B = 60–79, C = 40–59, D = 20–39, F = under 20.
#5 of 51 retirement planningiPosition by Experts Score among all companies we track in this category. · better than 92%
5.0★★★★★25 Google reviews · 9 photos
100%five-star reviews
5.00★last 12 monthsiAverage stars on reviews from the last 12 months only.
0%1–2★ in 2 yearsiShare of 1–2★ reviews in the last 24 months — or the 20 newest reviews when the company had fewer than 20 in that time.
Google reviewers rate Beyond Wealth Advisors five stars based on twenty-five reviews, with no owner responses recorded. Clients frequently cite long-term relationships, clear communication of complex financial topics, and personalized support for retirement and investment goals. The firm is described as attentive to client values and responsive to inquiries. No low-star reviews are provided to identify common criticisms regarding services, pricing, or punctuality.
Google rating: 5.0 out of 5 from 25 reviews (100% five-star).
Reviews on this page: 25 Google reviews (22 with written comments).
Owner responses: the business replied to 0% of reviews.
Score per factor (100 = best)iEach factor is scored 0–100 on absolute terms (star average, share of 1–2★ reviews, price verdicts…); standing within the category can only raise it, never lower it.. Strongest: momentum and satisfaction; weakest: reliability.
Beyond Wealth AdvisorsRetirement Planning median0 = centre, 100 = best
SatisfactioniSatisfaction · 54% of the scoreRecency-weighted star average (2-year half-life), shrunk toward the category mean by review volume; the company’s own lifetime average as the prior; absolute: 4.0★ = 0, 5★ = 100.Beyond Wealth Advisors: 99/100 on this factor. Category median: 97.A
99
ReliabilityiReliability · 24% of the scoreHow rarely jobs go badly: share of 1–2★ reviews — 60% the last 24 months (or the 20 newest if fewer), 40% all-time; 0% = 100, 15%+ = 0; the category percentile can only raise it.Beyond Wealth Advisors: 98/100 on this factor. Category median: 97.A
98
Craft & serviceiCraft & service · penalty only, up to −10 pointsGoogle review highlights: Quality, Professionalism, Responsiveness, Punctuality — how rarely reviewers flag them as a negative, per review since highlights began; 0% = 100, 5%+ = 0. Subtracted from the score (up to −10), never averaged in — clean highlights are the norm, not a bonus.Not enough reviews for this factor yet. Category median: 100.–
–
ValueiValue · 14% of the scoreCustomers’ own price verdicts (Great / Reasonable vs Overpriced) and Value highlights; 65% absolute (all “reasonable” ≈ 80, “great” = 100), the category percentile can only raise it.Not enough reviews for this factor yet. Category median: 100.–
–
MomentumiMomentum · penalty only, up to −10 pointsPenalises only a real slide: last-12-month average below lifetime (−0.5★ = 0). Still 4.8★+ over the last year, or steady/improving = 100. Subtracted from the score (up to −10), never averaged in.Beyond Wealth Advisors: 100/100 on this factor. Category median: 100.A
100
Replies to reviewsiReplies to reviews · 7% of the scoreHow often the owner publicly replies to reviews under 5★ (1–4★). Needs 3+ such reviews, otherwise not counted; 65% absolute (80%+ replied = 100), the category percentile can only raise it.Not enough reviews for this factor yet. Category median: 55.–
–
Bar = this company · dark tick = category median.
Star ratings
25 Google reviews we collected
5.0of 5
5 stars25100%
4 stars00%
3 stars00%
2 stars00%
1 star00%
Praise vs complaints
Phrases our text analysis found in 22 written reviews
98%praise
Praise3998%
Complaints13%
Topic share
How often each topic comes up in the written reviews
7topics
Staff & attitude1025%
Honesty & trust1025%
Would recommend923%
Speed & response410%
Communication410%
Quality & results25%
Price & value13%
What customers talk about
We read 22 written reviews and marked every phrase about these topics. The same colors are highlighted in the reviews.
“…en invaluable in helping me plan for retirement, as well as providing caring expertise and guidance through major life decisions.…”
“He had such immense trust in his services that I invested with him as well.”
“We always look forward to our check-ins and highly recommend his expertise to anyone looking for financial advice.”
“He explains complex topics in simple language, never makes us feel rushed, and always follows up promptly.”
“Our investments have done well, and he's very good about explaining the ups and the downs of the market.”
“Levi does a fantastic job breaking everything down and providing perspective for not only what is being invested, but why.”
“Regular check-ins, fast responses, and a focus on reasonable financial goals make Beyond Wealth Advisors an easy recommendation.”
People customers mention
Levi9 reviews
Anna5 reviews
praise complaint · found by our text analysis, Google review wording unchanged.
Recent reviews
ErinLocal Guide · 19 reviewsiTotal number of Google reviews this person has written across all businesses on Google Maps (not just this one). More reviews usually means a more experienced, trustworthy reviewer. · 5 days ago★★★★★
My husband was using Levi as his financial advisor before we got married. He had such immense trust in his services that I invested with him as well. We have been so happy with the care and attention he shows us. Our investments have done well, and he's very good about explaining the ups and the downs of the market. We would recommend him in a heartbeat!
April4 reviewsiTotal number of Google reviews this person has written across all businesses on Google Maps (not just this one). More reviews usually means a more experienced, trustworthy reviewer. · 2 weeks ago★★★★★
Levi & Anna at Beyond Wealth Advisors have been invaluable in helping me plan for retirement, as well as providing caring expertise and guidance through major life decisions. I’m so grateful for the peace of mind they have brought to me and my family! They are exceptional at what they do, operate with great…
Christine1 reviewiTotal number of Google reviews this person has written across all businesses on Google Maps (not just this one). More reviews usually means a more experienced, trustworthy reviewer. · 2 weeks ago★★★★★
Levi provides exceptional financial planning services. From our very first meeting, his diligence and personal approach stood out. He listens carefully, offers clear and actionable strategies, and genuinely invests in the success and well-being of his clients. We always look forward to our check-ins and highly…
Brenda10 reviewsiTotal number of Google reviews this person has written across all businesses on Google Maps (not just this one). More reviews usually means a more experienced, trustworthy reviewer. · 3 weeks ago★★★★★
I have loved working with Beyond Wealth Advisor's Jesse Ramer. He explains what we are doing and why, he listens well to what is important to me, he gives me the facts which is reassuring. I trust him to tell me what is important and to give me options that reflect my values and priorities. I really appreciate…
Sean1 reviewiTotal number of Google reviews this person has written across all businesses on Google Maps (not just this one). More reviews usually means a more experienced, trustworthy reviewer. · 3 weeks ago★★★★★
Working with Levi and Beyond Wealth Advisors has been one of the best financial decisions we've made. From our first meeting, it was clear they take the time to understand our goals, our family, and what matters most to us.
He explains complex topics in simple language, never makes us feel rushed, and always…
ChristopherLocal Guide · 150 reviewsiTotal number of Google reviews this person has written across all businesses on Google Maps (not just this one). More reviews usually means a more experienced, trustworthy reviewer. · 3 weeks ago★★★★★
Levi and his team has been taking care of my investment portfolio for over a decade. I have great trust and respect for his team's ability and support that they have given me, and my wife.
My husband was using Levi as his financial advisor before we got married. He had such immense trust in his services that I invested with him as well. We have been so happy with the care and attention he shows us. Our investments have done well, and he's very good about explaining the ups and the downs of the market. We would recommend him in a heartbeat!
April Ellis4 reviewsiTotal number of Google reviews April has written across all businesses on Google Maps, not just this one.
Levi & Anna at Beyond Wealth Advisors have been invaluable in helping me plan for retirement, as well as providing caring expertise and guidance through major life decisions. I’m so grateful for the peace of mind they have brought to me and my family! They are exceptional at what they do, operate with great integrity, and care deeply about their clients. Highly recommend!
Christine Martin1 reviewiTotal number of Google reviews Christine has written across all businesses on Google Maps, not just this one.
Levi provides exceptional financial planning services. From our very first meeting, his diligence and personal approach stood out. He listens carefully, offers clear and actionable strategies, and genuinely invests in the success and well-being of his clients. We always look forward to our check-ins and highly recommend his expertise to anyone looking for financial advice.
Brenda Yang10 reviewsiTotal number of Google reviews Brenda has written across all businesses on Google Maps, not just this one.
I have loved working with Beyond Wealth Advisor's Jesse Ramer. He explains what we are doing and why, he listens well to what is important to me, he gives me the facts which is reassuring. I trust him to tell me what is important and to give me options that reflect my values and priorities. I really appreciate working with someone of his knowledge and with his ability to work well with people.
Sean Creeden1 reviewiTotal number of Google reviews Sean has written across all businesses on Google Maps, not just this one.
Working with Levi and Beyond Wealth Advisors has been one of the best financial decisions we've made. From our first meeting, it was clear they take the time to understand our goals, our family, and what matters most to us.
He explains complex topics in simple language, never makes us feel rushed, and always follows up promptly. His guidance on planning and investment strategy has given us real comfort about our future.
I can't recommend Beyond Wealth Advisors highly enough.
Christopher OtwellLocal Guide · 150 reviewsiTotal number of Google reviews Christopher has written across all businesses on Google Maps, not just this one.
Levi and his team has been taking care of my investment portfolio for over a decade. I have great trust and respect for his team's ability and support that they have given me, and my wife.
Tim Edstrom2 reviewsiTotal number of Google reviews Tim has written across all businesses on Google Maps, not just this one.
Levi and Anna have been so wonderful to work with. They're knowledgeable, responsive, and always take their time explaining things clearly. We really appreciate Levi and his team!
Reuben Zylstra4 reviewsiTotal number of Google reviews Reuben has written across all businesses on Google Maps, not just this one.
Levi and his team are top notch! Regular check-ins, fast responses, and a focus on reasonable financial goals make Beyond Wealth Advisors an easy recommendation. 5 stars for sure!
