Level Wealth Management LLC

Richard Cook is a CFP® with 11 years of industry experience, currently serving at Level Wealth Management LLC since 2023. Prior to this, he worked at Cambridge Investment Research Advisors, Inc. and Cambridge Investment Research, Inc. for six years, and Providence Financial Resources, Inc. for one year. Level Wealth Management provides comprehensive financial planning and portfolio management primarily to individual and high-net-worth clients. The firm emphasizes passive investment management using index mutual funds and ETFs, manages accounts mostly on a discretionary basis, and employs fixed quarterly fees rather than traditional percentage-of-AUM billing.

Robby Starinsky, a Certified Financial Planner™ Professional, brings more than a decade of experience helping clients make confident decisions about their financial futures. Throughout his career, Robby developed a broad perspective on the challenges clients face across different stages of their financial lives. His desire to build deep, long-term relationships and provide comprehensive planning led him to join Level Wealth Management in 2026. Robby believes that meaningful financial planning starts with understanding what is most important to each client and building a thoughtful strategy around those priorities. A graduate of Wittenberg University, Robby lives in Charlotte with his girlfriend, Kelsey, and their two cats, Frankie and Kristof. Outside of work, he enjoys traveling with Kelsey, particularly exploring new countries and seeking out experiences that offer a different perspective on the world. He also loves discovering new restaurants around Charlotte, spending time with friends and family, and finding new places to visit around the Carolinas.

Aaron Parrish, CFP®, TPCP®, is a Greensboro, NC fee-only financial planner. He created Level Wealth Management (LWM) to present a new option to investors transitioning into and through retirement. Historically, investors have had to do it themselves, work with a commission broker or work with an advisor that charges a percentage of their investments. LWM helps clients build intelligent portfolios, map out retirement and reduce taxes for one flat retainer fee that isn’t based on account size. This fee structure reduces conflicts of interest and allows clients to potentially keep more of their investment returns. LWM meets physically with clients in Greensboro, Charlotte, and Raleigh as well as virtually for out of state clients. Aaron graduated from Appalachian State University and was recruited by BB&T’s Private Banking Division to join their Financial Planning Analyst team. There, he gained valuable experience and created financial plans for hundreds of clients. He later became a Vice President and Senior Financial Advisor at Triad Financial Advisors before starting Level Wealth Management. He has also taught retirement planning courses at colleges and universities across Central North Carolina. When not working, Aaron prefers to invest his time and money in experiences—traveling with his wife, Martha, and their two children, Bradford and Dottie. He’s also a big believer in outsourcing tasks he doesn’t enjoy, so he can spend more time mountain biking and snowboarding.