About
Livingston Wealth Management is an independent financial advisory firm founded in 1997, operating from two locations and led by Daniel, Kyle, and David Livingston. The firm offers financial planning, investment management, and wealth management services, including retirement benefit plan administration, fixed-income securities, annuities, life insurance, and equity brokerage. Operating under a fiduciary standard, the firm charges fees based on assets under management and emphasizes a conservative, diversified investment approach aligned with individual client risk tolerance and goals. The firm's process spans initial financial assessment, customized strategy development, implementation, and ongoing performance monitoring.