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Live Free Wealth Planning

EST. AUM
$250,000,000

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Firm Details

Metro area Charlotte
CRD Number
Website livefreeplan.com
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Overview

Live Free Planning is a Charlotte, North Carolina-based wealth management practice led by Brian Benatovich, CFP®. The practice provides comprehensive financial planning, retirement planning, investment management, tax-efficient wealth strategies, and estate planning coordination for individuals and families. It follows a structured four-step advisory process consisting of discovery, strategy development, implementation, and ongoing optimization. Brokerage services are offered through Cetera Investment Services LLC, while advisory services are provided through Cetera Investment Advisers LLC, an SEC-registered investment adviser.

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Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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