Live And Give Financial

Overview

Live And Give Financial is a small, independent registered investment adviser organized as an LLC that serves individual and family clients. The firm emphasizes financial planning and direct portfolio management for individuals and small businesses, and it offers selection-of-adviser services and educational workshops. Fee arrangements are non-traditional for a typical AUM-driven RIA: the firm charges hourly and fixed fees rather than a percentage of assets. Its practice is labeled as a capital allocator and it identifies as an active ESG investor, indicating a preference to integrate environmental, social and governance criteria into its client solutions. Given the scale of the business, the adviser’s implementation style is centered on pooled, public mutual fund vehicles and client-tailored planning rather than bespoke institutional strategies. The firm also runs seminars and adviser-selection work, which suggests a consultative overlay to its core financial planning offering.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices