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
Chad Lively	Newport, KY	5

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