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: The Washington Update with Jeff Bush
A nonpartisan overview of the political environment, prospective legislation, and strategies for investment and retirement planning.
Recent Event: Cybersecurity and AI Best Practices
The threat of cybercrime and identity theft looms larger than ever.
Recent Event: 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?*
Research & Insights
Access our latest research and insights covering market news, financial planning topics, and more.
May Investment Perspectives
Factors that matter when defining a recession, bond market volatility, and earnings reports vs. the first 100 days.
Protecting Your Business: The Importance of Insurance
The day-to-day demands of running a business can be all-consuming. This article takes a look at a few important considerations for the protection of you and your business.
Should I Convert From a Traditional IRA to a Roth IRA in a Volatile Market?
Soaring inflation and global conflict have led to ongoing stock market volatility. Retirement savers may be wondering, “Is now a good time to convert to a Roth IRA?”
Office Information
Contact us today to discuss how we can put a plan in place designed to help you reach your financial goals.