A complete list of active advisors currently associated with Livingston Financial Planning, Inc.

Warmer can help you find a great advisor at Livingston Financial Planning, Inc. or one who fits your needs even better.

Livingston Financial Planning serves individual investors — including both high-net-worth and non‑HNW clients — and is available to assist trusts, estates, charitable organizations, and small businesses. The firm provides fee-only financial planning and consultation (including workshops and limited-scope “mini-plans”) as well as investment management and portfolio advice. Its investment approach emphasizes a long-term, buy‑and‑hold strategy informed by Modern Portfolio Theory, diversified allocations to low‑cost index funds, ETFs and investment‑grade bonds, and periodic rebalancing. The firm operates primarily on a non‑discretionary basis, so clients must approve trade decisions, and the adviser also provides advice on substantial assets held outside firm custody (the brochure notes advice was provided on over $30 million in externally held accounts). Distinctive features include that nearly all reported AUM is managed non‑discretionarily and the firm does not use a percentage‑of‑AUM fee model, instead relying on hourly, retainer, and fixed planning fees. The firm is small (two advisers and about 15 clients), recently experienced a material ownership change in 2026, and commonly recommends a specific custodian platform that provides the firm with certain operational benefits — factors a prospective client may want to consider when evaluating potential conflicts of interest.

To learn more about the advisors currently working at Livingston Financial Planning, Inc., 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.

You can also browse Livingston Financial Planning, Inc.'s office locations.