We’ve got your back.
As an independent local firm, we provide professional financial counsel with no proprietary products or "preferred" provider relations that might compromise our advice. We look out for our clients’ interests alone.
By The Numbers
1997
YEAR FOUNDED
2
LOCATIONS
1
DEDICATED TEAM
Your Success = Our Success
As financial advisors, we abide by a fiduciary standard for our clients. We charge a simple fee based on assets under management, and our clients can also "pay" us a compliment by referring others to us.
Our People
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Daniel Livingston, CFP®
Founder
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Kyle Livingston
Financial Advisor
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David Livingston
Financial Advisor
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Andrea Agosta
Office Manager
Fulfill your future.
Feel confident with time-tested financial principles guiding you. Experience client-centric care dedicated to your success, and enjoy confidence knowing experienced advisors are managing your wealth.