Brian Levy

Brian Levy, CFP®, CFA®

Analyst, Langhorne

Brian Levy, Langhorne, helps clients live the lives they want through personalized financial plans tailored to their individual goals at the Langhorne office of Goldman Sachs Personal Financial Management, within the Consumer and Wealth Management Division of Goldman Sachs.

Brian has more than 10 years of experience in the financial services industry, starting his career with Harvest Group Financial.

Brian graduated from Temple University with a degree in Mathematical Economics. He is a CERTIFIED FINANCIAL PLANNER™ and a Chartered Financial Analyst®.

Brian grew up in Lower Bucks County and has strong ties to the community. He and his wife Julia, along with their three children Ben, Jack, and Ada, reside in Bucks County.

United Capital Financial Advisers, LLC d/b/a Goldman Sachs Personal Financial Management (“GS PFM”), is a registered investment adviser and an affiliate of Goldman Sachs & Co. LLC and subsidiary of The Goldman Sachs Group, Inc., a worldwide, full-service investment banking, broker-dealer, asset management, and financial services organization. GS PFM does not provide legal, tax, or accounting advice. Clients should obtain their own independent legal, tax, or accounting advice based on their particular circumstances.

Ready to start a conversation? We’re here to listen.


Tell us about yourself at no cost or obligation.

  • An introduction to an advisor
  • A personal conversation
  • Your questions answered

Confirmation success!

Thank you for your submission.

By submitting this information, you acknowledge that PFM will use your information as described in our Privacy Policy and Terms of Use and you request that we contact you to discuss our products and services. We may share your information with other subsidiaries of The Goldman Sachs Group, Inc. and they may also contact you directly.

To withdraw your consent to receive calls or to change your contact preferences, please call us at 1 (800) 796-3315. To stop marketing emails, follow the opt-out instructions in the email received.