Jeffrey Mosher welcomes Reuben Levinsohn, Partner, Wealth Advisor, Nicholas Pope, CFP®, CEPA™, AEP®. Partner, Wealth Advisor Washington Avenue Advisors, REO Town, Lansing, MI.
Hear Reuben, Nicholas and Jeffrey discuss exit planning, tax strategy, and legacy protection for entrepreneurs seeking long-term business and personal growth in the SoundCloud podcast shared below:
Jeffrey had several questions for Nick and Reuben in this conversation:
Welcome to the Michigan Business Beat, share a bit about Washington Avenue Advisors?
Washington Avenue Advisors clearly supports business owners with exit planning and succession strategy — how do you balance the needs of founders who want growth now with planning for their eventual exit?
Your Services page highlights tax planning, acquisitions, and business efficiency — how does your team help small to mid-sized entrepreneurs build a financially scalable business?
For business owners worried about legacy — how does your “estate & legacy planning” practice integrate with ownership transition to ensure both the business and their personal assets are protected?
As a Lansing-based firm serving entrepreneurs and business owners nationwide, what competitive advantage does Washington Avenue Advisors bring, and how do you align your investment and risk-management advice with the unique challenges of owner-led companies?
Your firm hosted Leadership talks last year, what did you and your gatherings take away from those events?
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Washington Avenue Advisors was founded in 2016 by the original partners, Nick and Reuben, with a belief that the world is full of visionary leaders trying to bring their best ideas to fruition. They wanted to build an organization that would help entrepreneurs move from their imaginations into a physical space. There was no better location to call home than REO Town, Lansing, MI, a historical place where innovation meets entrepreneurship.
REO Town in Lansing, Michigan, was named after Ransom Eli Olds, founder of the Oldsmobile and REO Motor Car Company, and was a major center for the American automobile industry from 1905 to 1975.
At Washington Avenue Advisors, we believe financial advising is about more than numbers on a spreadsheet — it’s about people, families, and the legacies they build.
Our mission is to help business owners actualize their legacy. Along the way, WAA has grown into a trusted partner for those navigating every stage of wealth and business. From startup to exit, from first investment to legacy planning, we walk alongside our clients through each step of the journey.
Connecting Life and Wealth
We know that life and wealth are inseparable. That’s why our discovery process doesn’t begin with money — it begins with you. We ask about your goals, values, and vision for the future, and then design strategies that align with who you are and what matters most.
Our work spans:
Wealth Planning & Investment Management — building portfolios and strategies tailored to long-term success.
Business & Exit Planning — helping entrepreneurs grow, protect, and exit their companies on their terms.
Estate & Legacy Planning — ensuring the values you live by are the ones you pass on.
Accounting & Financial Clarity — empowering businesses with day-to-day accuracy for their accounting needs, serving as an outsourced controller or fractional CFO.
