As you know, we believe strongly in the power of financial planning as a foundation for all we do at Live Oak Wealth Management. We’re constantly
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.
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.
2020 Economic and Stock Market Review and 2021 Preview and Strategy Update
2020 Year In Review and 2021 Preview and Strategy Update