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Happy Family Because of Financial Security

Empowering your financial journey with confidence and clarity.

At a time of great uncertainty and rapid change, we help business owners, executives, professionals, and their families grow, protect and transfer their wealth.

FREE FINANCIAL CHECK-UP

LIVIAN & CO. AND LLFA FEATURED ON

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"One of the most valuable aspects of working with Livian & Co. is their proactive approach. They don’t just react to financial challenges as they arise; they anticipate potential issues and develop strategies to address them before they become problems."
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Richard C.

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Testimonials were given by current clients of Livian & Co. Testimonials are representative of the client’s experience at the time collected and may not be representative of all client's experience. No compensation was provided for these testimonials.

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   PERSONALIZED PLAN  

Data + Insights

Our investment approach is quantitative and data-driven. We complement the data with our fundamental research.

Behavioral Coaching

A dedicated team of qualified professionals will accompany you in your journey to achieve your financial objectives.

Engaging Technologies

Powerful modern technologies to engage and inform in a clear and simple way.

Our Difference

  • Your Success is Our Success

  • Quantamental Approach

  • High Value Add

  • Digital Experience

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Investment Outlook

Are you looking for expert insights on the latest trends and opportunities in the financial markets? Watch this video to learn about our investment outlook for the coming year, based on rigorous research and analysis by our team of professionals.

Download Our Most Recent Investor Letter

Q2- 2024

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Albert Maslow's Pyramid of Needs for Financial Advice

Value Proposition

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