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Levinson, Tom

Partner/Senior Financial Advisor

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Luminaries 2026

RIAs: More Than $10 Billion AUM/AUA

Luminaries 2026 Impact Statement

Tom Levinson is a partner and senior wealth advisor at Apella Wealth. He has spent much of his professional life helping families and family-owned businesses explore the intersections of money and meaning. Before joining Apella, Tom helped lead a family-owned RIA, Park Piedmont Advisors, for over a decade. Tom is also the co-founder, with his wife Elizabeth Kieff (a psychiatrist and educator), of LK Advisors, a family education and coaching firm that works with families and their individual members to navigate important transitions, learn together, and live out their core values. In addition, Tom is the creator and co-host of the award-winning podcast, “Money, Meet Meaning,” and a writer whose work on spirituality, money, and American life has been featured across national media.