Livingston Wealth Management

Livingston Wealth Management is a wealth management firm in Essex, MD, located at 715 Eastern Shore Dr. It holds a rating of 5.00 based on 1 reviews.

Since 1997, the firm has provided professional financial counsel and created lifetime financial strategies tailored to protect client interests. As an independent local firm, they operate under a fiduciary standard and do not use proprietary products or preferred provider relations. The firm charges a simple fee based on assets under management.

Services include comprehensive financial planning for education and retirement. The team offers active portfolio supervision and manages retirement benefit plans such as IRAs and 401(k)s. Investment options include government and agency securities like Treasury Bonds, Notes, and Bills. The firm also handles corporate bonds and CDs, tax-exempt municipal bonds, annuities, and life insurance policies. Equity services cover brokerage for stocks and warrants.

The firm has two locations, with a Salisbury office at 715 Eastern Shore Drive, Suite B, Salisbury, MD 21804, and an Accomac office at 23349 Counsel Drive, Accomac, VA 23301. The team includes Financial Advisors Daniel Livingston, Kyle Livingston, and David Livingston, along with Office Manager Andrea Agosta. They emphasize open, honest communication to understand client circumstances and goals. The firm is dedicated to helping clients accumulate and retain wealth, with a solid client base built largely through referrals. They strive to build trust and relationships backed by an experienced team dedicated to providing extraordinary service and attention. Clients can request an introductory meeting via email.

BizScoreAI awards Livingston Wealth Management a Technical score of 87 out of 100, which ensures the website is secure and indexable for search engines. The firm also achieves a Content Quality score of 75 out of 100, providing clear answers that AI assistants can quote directly. Additionally, the business ranks number 2 of 3 Wealth Management businesses that BizScoreAI has scored in Essex.