Awards
Forbes Best-In-State Wealth Management Team 2024
Livengood Strategic Wealth Advisors Named to Forbes 2024 Best-in-State Wealth Management Teams List
200 Fastest Growing Advisor to Watch
Keith Livengood Named To AdvisorHub's 2023 Fastest Growing Advisor to Watch
Forbes Best-In-State Wealth Advisor, 2022
Keith Livengood named to Forbes 2022 Best-in-State Wealth Advisor 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: Cybersecurity
Simple Safeguards: How to Protect Yourself from Identity Theft and Cybercrime.
Recent Event: Tax & Estate Planning
Whether it’s the possibility of tax laws changing soon or recent updates impacting inherited retirement accounts, there’s a lot to consider when it comes to tax and estate planning.
Recent Event: Janney's 2024 Market Outlook
What can we expect for the economy and markets in 2024?
Research & Insights
Access our latest research and insights covering market news, financial planning topics, and more.
April Investment Perspectives
In this issue we discuss opportunities in the Eurozone, understanding the sensitivity to volatility, and the record-breaking stock market performance.
Maximize Long-Term Care Benefits Using an Existing Annuity
Gain valuable tax benefits by replacing an unneeded annuity with a new one that offers long-term care coverage.
Tips for Leveraging 529 Education Savings Plans
You’re proud of the children in your life. And understandably, you may want to reward them with one of the best gifts you can give — supporting their education.
Office Information
Contact us today to discuss how we can put a plan in place designed to help you reach your financial goals.