Livesberger Financial Advisory

Livelsberger Financial Advisory provides comprehensive financial planning and discretionary portfolio management to individuals and families, and also advises small businesses, corporate pension plans, corporations, and non-profit organizations, including designing company-specific retirement plans and employee-focused solutions. The firm manages client accounts on a discretionary basis and offers non-investment consulting on topics such as estate, tax, and insurance planning when requested.

The firm’s investment approach emphasizes asset diversification and construction of portfolios around top mutual fund managers for each asset category, with the adviser providing education on investment risk and reward before making investment selections. Portfolios may include mutual funds and occasional single-issue investments to enhance returns, and clients receive annual in-person reviews to reassess goals and account allocations.

Noteworthy characteristics include that certain firm representatives are licensed insurance agents who may earn commission-based compensation for insurance products, a practice disclosed as separate from advisory fees and identified as a potential conflict of interest in the brochure. The firm also operates as a high client-load, single-advisor practice—managing 371 client relationships with one registered advisor—which the brochure pairs with an emphasis on client education and annual reviews; it also notes participation in educational conferences and services made available through its custodian.