A complete list of active advisors currently associated with Live Oak Wealth Management, LLC
Warmer can help you find a great advisor at Live Oak Wealth Management, LLC or one who fits your needs even better.
Live Oak Wealth Management provides discretionary portfolio management, financial planning, estate‑planning reviews and the selection of third‑party advisers to individuals, high‑net‑worth clients, charitable organizations and corporations; the firm also accepts engagements from other investment adviser firms as clients. It prepares individualized Investment Policy Statements and delivers ongoing monitoring and quarterly reporting for managed accounts. The firm’s investment process combines fundamental analysis, modern portfolio theory and quantitative methods and generally pursues a long‑term trading approach tailored to each client’s time horizon and risk tolerance. Portfolios may include equities, ETFs, mutual funds, fixed income, real estate funds, alternatives (including cryptocurrency) and insurance products such as annuities, and accounts are managed on a discretionary basis. Distinctive features include an affiliation with Live Oak Financial Group—representatives are licensed insurance agents who accept compensation for insurance and annuity sales, a conflict of interest that the firm discloses and documents. Live Oak also provides free monthly educational seminars, reports $136 million in assets under advisement, and may receive fee‑sharing compensation when directing clients to third‑party investment advisers.
To learn more about the advisors currently working at Live Oak Wealth Management, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Covington, LA
| 11
| |
Covington, LA
| 19
| |
Covington, LA
| 33
|
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