Our Firm

LiveOak Wealth is about more than just helping you reach your goals. We commit to serving our clients with adaptability, transparency and the highest level of service. We pride ourselves on building a relationship of trust- ones backed by expertise, directed by your aspirations and fueled by a genuine care for helping you achieve financial success.

The independence of our firm means we can prioritize the best interests of our clients. As independent professionals, we have the freedom to provide objective advice and structure our business in a manner that is truly relationship based- placing your interests at the forefront. 

It is our charge to continually advance in our walk as financial professionals. By regularly evaluating the available opportunities and paths available to our clients, we can offer a more robust partnership of comprehensive financial planning.