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.
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 and knowledgeable insights for your employer-sponsored retirement plan.
Community Involvement
We’re proud to support the communities we live and work in. We strive to connect with our communities in a meaningful way, bringing about positive change and helping to provide services and resources to help them thrive.
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.
Just Passed: Medicare Seminar
On September 16th we welcomed Roberta Eckert from Nationwide to discuss some details about Medicare, what it is, if we need it, and how we can enroll.
ESG Investing
On August 3rd we welcomed Tanvi Pradhan from BlackRock to learn more about environmental, sustainable, and governance investing.
Recent Updates
Stay up-to-date and in-the know about every aspect of your financial picture.
November 01, 2022
Make Long-Term Care a Part of Your Financial Plan
https://www.janney.com/wealth-management/education/detail/education/2022/10/21/make-long-term-care-a-part-of-your-financial-plan
October 24, 2022
Congratulations to our own Keith Livengood on being named an AdvisorHub Advisor to Watch, Fastest Growing in the US!
This is an honor to be named to the list of AdvisorHub Advisors to Watch. “I would like to congratulate my team on their dedication, knowledge, and outstanding client service that are reflected in this distinction,” says Keith.
A very sincere thanks to our clients for your trust and confidence!
Research & Insights
Access our latest research and insights covering market news, financial planning topics, and more.
Alternatives to Holding Cash in a Rising Rate Environment
Swings in the financial markets, coupled with rising interest rates and high inflation, may make investing decisions feel challenging, especially if you currently have large cash holdings. Let’s explore some solutions available for cash or cash reinvestment needs, particularly in a rising interest rate environment.
What to Consider When Buying or Selling a Home in a Rising Mortgage Interest Rate Environment
If you are buying or selling a home when mortgage interest rates are rising, there are important considerations to keep in mind that impact affordability and other factors.
Which Programs Should You Consider To Cover Health Care Costs?
It is said that it’s harder to get through retirement than it is to get to retirement.
Office Information
Contact us today to discuss how we can put a plan in place designed to help you reach your financial goals.