Livingston Wealth Management, LLC
Securities offered through LPL Financial   Member SIPC   Member FINRA
Livingston Wealth Management, LLC team

Livingston Wealth Management, LLC has been helping clients achieve their financial goals since 1997.

Company Focus
Team Biographies

>> Daniel L. Livingston, CFP®

>> Kyle E. Livingston

>> Andrea Agosta

>> Garnett A. Kellam
Our Business Approach

Our Company


Livingston Wealth Management, LLC has a tradition of helping clients accumulate and retain wealth. Outstanding service and a commitment to excellence have built a solid client base for our firm, largely through referrals. We strive to understand through close and conscientious communication each client's circumstances and goals. We value openness and honesty and consistently display these qualities with our clients.

As an independent firm, we provide financial planning services and investment management for individuals, trusts, and businesses. We believe that clients are entitled to independent counsel based on objective data and time-proven strategies – provided by an organization that has no proprietary products or “preferred” provider relationships that can compromise our advice.

Our company is dedicated to serving clients that value a disciplined approach to managing their financial success, and a service-focused relationship with an advisor that encourages timely, thoughtful action. We provide clients with highly customized financial planning and investment management. Our practice is founded on the principle that our clients deserve straight forward advice that is offered by highly experienced and trusted advisors.

We provide our clients with advice based on time-tested principles they need to make sound financial decisions. Our practice is relationship based – backed by an experienced staff dedicated to providing each client with extraordinary service and attention. We believe that our clients are best served in the context of a relationship dedicated to their success.

Thank you for considering Livingston Wealth Management, LLC




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