A complete list of active advisors currently associated with Lively Financial LLC
Warmer can help you find a great advisor at Lively Financial LLC or one who fits your needs even better.
Lively Financial LLC provides portfolio management and financial planning to individuals (including high‑net‑worth individuals), charitable organizations, and business entities, and offers standalone financial plans in addition to planning included with ongoing management. The firm publishes a monthly free "Lively Financial Newsletter" and conducts educational seminars, which it offers free to clients and followers and may deliver as paid presentations for companies or attendees. The firm documents client objectives in an Investment Policy Statement and generally provides non‑discretionary portfolio management—its brochure reports $0 in discretionary assets versus $1,403,507 in non‑discretionary AUM—so client approval is sought before executing trades. Lively Financial employs a broad mix of analytic approaches (charting, fundamental, quantitative, technical, and modern portfolio theory) and may use higher‑risk strategies and instruments such as options, margin, short sales, REITs, venture capital funds and private placements. Compared with many peers, Lively Financial combines a primarily non‑discretionary practice with a formal client education program (the named newsletter and seminars) and an investment menu that includes less common vehicles like private placements and venture capital, which can entail limited liquidity and higher risk. The brochure also discloses operational choices—such as requiring custody at Altruist and not aggregating trades—that can influence trade execution and reporting.
To learn more about the advisors currently working at Lively Financial 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 |
|---|---|---|
Newport, KY
| 5
|
Not sure where to start?
We'll help you think it through — whether you ultimately need an advisor or not.
Warmer helps you compare advisors clearly — so you can choose with confidence.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")