We created Live Oak Wealth Management to offer independent, unbiased financial advice to our clients. Our team was built to stay true to our ideals of always putting our clients’ best interests first and offering unbiased financial advice.
Our team’s mission is to help individuals build their wealth through two key principles: wealth accumulation and wealth preservation. We do this by providing our clients and their families personalized wealth management strategies. Our focus is to secure, maintain, and protect the financial lifestyle of our clients throughout their lifetime.
Matthew Gaude obtained a B.S. in Finance from the University of Tennessee before entering financial services in 2000. Working first as a commodity broker and then as a Business Development Manager for a national broker-dealer, he has the insights and experience to help clients understand the complexities of the market and implement strategies to minimize risk.
Shawn McGuire, CFP®, holds a bachelor’s degree from the University of Georgia and has worked in financial services since 2002 in positions ranging from financial advisor to stock broker and portfolio manager. As a CERTIFIED FINANCIAL PLANNER™ (CFP®) professional, he is trained to help clients with virtually all their financial needs.