About Us

Where Technology and Experience Come Together to Create New Opportunities for Wealth


You have discovered that the traditional 9-5 approach is not for you. You love the challenge of bringing your unique vision to life either through your business or the content you create. You’re unafraid to do things differently and want to work with a financial team who “gets it.”


Our team at LiveWealth Group  brings over 100 years of experience in the financial industry. But don’t let that fool you – we’re not your average financial advisors. We’ve grown our own wealth as well as worked with other ultra high net worth individuals. We know what it takes to generate wealth outside of the traditional grind. Our team includes:

  • Certified Financial Experts
  • Wealth Managers, CPAs
  • Certified Financial Planners
  • Tax Advisors
  • Bookkeepers 
  • Investment Strategists


At LiveWealth Group, we believe that everyone has the potential to build wealth. We’re passionate about helping our clients take control of their financial future and achieve their goals. We understand that every client is unique, which is why we provide customized, full scope financial services. We believe that everyone deserves access to the same quality of financial advice, regardless of their background or circumstances. Our goal is to share the secrets we’ve uncovered and shorten the learning curve so more people have an opportunity to build sustainable wealth.

Our Technology

We’ve implemented AI and advanced analytic tools to make our process even easier and more user friendly. Our platform combined with our custom guidance makes it simple for our clients to get the 1×1 support they need. 


We offer a range of financial services to help our clients achieve their financial goals. Our services include general financial planning, including budgeting and expense planning. We also explore alternative investments such as real estate, private equity, cryptocurrency, and more. Our team also specializes in cash flow management, which can help businesses and individuals stay on top of their cash flow and avoid financial pitfalls. We provide customized accounting and management services for self-employed individuals, small business owners, or content creators, which can help them stay on top of their finances and minimize their tax bill. 

Financial & Investment Planning

Our experts create a customized financial plan tailored to your goals

Tax Accounting & Management

Make taxes one less thing to worry about

Risk Management & Insurance

Protect your assets, insure your future.


Ready to work with a dedicated, experienced team that can make your financial goals a reality? Ready to do what you do best while knowing your finances are taken care of? Get in touch with a member of our team to discuss how we can best help you.