Awards
Forbes Best-In-State Wealth Advisory Team 2025
Livengood Strategic Wealth Advisors has been named to the Forbes 2025 Best-In-State Wealth Management Teams list. This marks the third year in a row the team has been recognized. “We’re proud of Livengood Strategic Wealth Advisors for earning this prestigious recognition from Forbes. It’s a testament to their dedication to providing clients with comprehensive wealth management advice and stellar client service. Congratulations to Livengood Strategic Wealth Advisors on this well-deserved accolade,” said Kevin Reed, President of the Firm’s Private Client Group.
Forbes Best-In-State Wealth Management Team 2024
Livengood Strategic Wealth Advisors Named to Forbes 2024 Best-in-State Wealth Management Teams List
Forbes Best-In-State Wealth Management Team, 2023
Livengood Strategic Wealth Advisors named to Forbes 2023 Best-in-State Wealth Management Teams list
Our Team
Livengood Strategic Wealth Advisors is a diverse, multigenerational team with over 70 years of combined experience in financial services. You should know that the structure of our practice is intentional, as our individual strengths complement each other to serve our clients more effectively.
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What We Do
No matter where you are in life – we’re here for you through every step of your financial journey.
What is a CFP Professional?
A CERTIFIED FINANCIAL PLANNER™ professional or
a CFP® practitioner is a financial professional who meets the requirements established by the Certified Financial Planner Board of Standards, Inc. While others may call themselves financial planners, only those who demonstrate the requisite experience, education, and ethical standards are awarded the CFP® mark.
Our Philosophy
Our philosophy centers around preserving capital, reducing risk and solving for your financial planning goals.
Business Retirement Plans
We are committed to working with your organization to deliver innovative, results-oriented strategies. Our step-by-step process has been developed to help you reach your goal of offering a well-designed plan with high-level service that helps your valued employees achieve financial security.
Events
Check out information on upcoming and past events we’re pleased to offer you, virtually and/or in person, on a variety of topics.
Up Next: Holistic Financial Strategies for Business Owners: Build, Grow, and Transition
Did you know an estimated 65 to 80% of a business owner’s net worth is tied to their business?*
Recent Event: Maximize the Value of Your Business with Insights from an Investment Banker
If you own a business, selling your company could be the most important financial transaction you’ll undertake.
Recent Event: Janney’s 2025 Market Outlook
What can we expect for the economy and markets in 2025?
Research & Insights
Access our latest research and insights covering market news, financial planning topics, and more.
Optimizing Tax Strategy and Charitable Giving with a Donor-Advised Fund
When developing a charitable giving strategy, there are a number of approaches and solutions to consider, depending on your unique circumstances. Let’s take a look at one option that may be worth considering—a Donor-Advised Fund (DAF).
Document Vault Checklist
Keep your financial, household, and personal documents in one safe place. This free feature is available to all Janney clients who are registered users of Online Access.
Beware of These Top Tax Scams When Filing Your Taxes
The IRS produces a list of its “Dirty Dozen” tax scams each year. These scams tend to spike from December through April, but they can—and do—happen year-round. It’s wise to be familiar with the latest list of common issues—and take some simple steps to stay safe from them.
Office Information
Contact us today to discuss how we can put a plan in place designed to help you reach your financial goals.