Livelsberger Financial Advisory is a comprehensive, independent financial planning and advisory practice with over 30 years experience in the industry.  Our practice is fee-based and is registered with the Ohio Division of Securities.  Based in Ashland, OH, our firm provides planning services to individuals and businesses in multiple states throughout the U.S.  Although our services are designed to assist individuals and families with their planning needs, we also offer pension plan consulting for small & mid-size businesses.  We create company-specific retirement plans designed to fit the needs of each business, the owners, and its employees.  Our practice offers unbiased advice that is client driven, not product driven.  Our goal is to provide unparalleled service and completely objective advice to our clients, meaning we have a fiduciary responsibility to act in their best interests at all times.  By identifying client objectives & goals, implementing a sound investment strategy, our team can help you achieve the desired results leading to financial success.

The Fee-Based Advantage

Our planning practice is CLIENT DRIVEN, not product driven.  We do not recommend the high-paying commission products that brokerage firms and wealth management firms try to sell individuals.  Rather, our investment advice and recommendations are completely objective by providing unbiased information.  In regards to management, our fee is tied to the value of an individual’s portfolio.  Therefore, our interests ALWAYS coincide with those of our clients.