Live Oak Wealth Management

Live Oak Wealth Management is a wealth management firm in Grover Beach, California. The firm was founded by Steven Burdick and serves individuals and families on the Central Coast with full-service financial planning, retirement planning, college funding, insurance analysis, and investment management through 403(b)/401(k) plans, mutual funds, and income tools. Live Oak Wealth Management holds a rating of 5.00 based on available customer reviews.

Burdick founded the firm with the goal of helping clients build the kind of long-term financial strength symbolized by the oak tree native to the Central Coast. The firm operates on a client-first model, functioning as an outside Chief Financial Officer who works alongside each client's existing team of advisors to navigate the financial services landscape. Every client receives individual attention from planning through execution and follow-up, with a proactive approach designed to anticipate and address challenges as they arise. The firm's stated mission is to understand each client's needs, wants, and long-term goals, then develop, implement, and monitor a strategy tailored to their situation, drawing on multiple sources of opinion and experience rather than a single one-size-fits-all approach.

Live Oak Wealth Management's products and services span investments such as educational IRAs, traditional IRAs, Roth IRAs, SEP IRAs, Simple IRAs, brokerage accounts, government securities, and variable annuities, alongside financial planning for retirement, tax planning, 401(k) and 403(b) plans, college plans, estate plans, money purchasing plans, and profit sharing plans. Insurance offerings include disability income, life, and long-term care coverage.

The office sits on East Grand Avenue, about 0.1 miles from West Grand Avenue. Grover Beach Elementary School, Ramona Gardens Park, and the RTA bus transit station are all within roughly a third of a mile.

With a perfect customer rating and a founder-led, client-centered approach, Live Oak Wealth Management offers Grover Beach residents a locally rooted partner for building and preserving long-term financial strength.