Welcome to Live Oak Wealth Management

At Live Oak Wealth Management, we are committed to providing unbiased and independent financial advice near Atlanta. We serve corporate employees as well as self-employed business owners. Our clients are busy, but want to plan for a secure retirement and have a partner they can count on along the way.

We help individuals with retirement planning and social security. We’re always available to our clients to answer their questions and address their concerns. We work closely with our clients to put into place a financial road map that helps them feel more excited about their financial future.


Financial Planning

It is through our planning process that we can help you prepare for life’s expected and unexpected circumstances.

Retirement Income Planning

We have created a 3-tiered portfolio solution through active investment management, founded in solid planning, that is designed to help generate predictable income.

Active Investment Management

Our Active Investment portfolios are customized to help each client reach their individual goals and objectives.

Participant 401(k) Management

We serve the needs of participants by providing an independent, third party research service in a fiduciary relationship in order to help you make better investment decisions and regain control of your 401K.

Need Help Managing Your 401(k)?

Participant 401(k) Plans

As an employee with a 401(k) plan, you have many options. We help you understand those options and decide on your next steps.

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Matthew Gaude featured in Proactive Advisor Magazine

"Delivering the risk management that investors want requires new strategies that can respond to changing markets."

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Market News

Quarterly Insights: July 2024

The S&P 500 experienced its first real dose of volatility early in the second quarter, but expectations for interest rate cuts by the Federal

Live Oak’s July Interest Rate Update

By Matthew Gaude & Shawn McGuire Federal Reserve officials at their June 12th/13th meeting indicated that inflation is moving in the right