Who We Are
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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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
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.
Contact us today to discuss how we can put a plan in place designed to help you reach your financial goals.
