Live Oak Investment Partners LLC

EST. AUM
$266,414,241

CONTACTS
2

CLIENT ACCOUNTS
823

Firm Details

Metro area Austin
CRD Number 304406
Website investliveoak.com
Client types

Overview

On August 18, 2026, Diversify added Austin, TX-based Live Oak Investment Partners to its advisor platform The business was built to serve its clients. Collectively, the team offers decades of experience, which they dedicate to crafting innovative, thoughtful financial strategies for clients. They take the time to get to know their clients' lifestyles, goals, and values, so that they can deliver a plan designed to propel them toward the future they’ve envisioned for themselves and their families. While offering the breadth of resources of a large corporation, the firm can still provide a tailored, attentive service of a boutique firm. When implementing a financial strategy, the team leverages its full expertise, conducting thorough research before hand-picking investments that are consistent with the client's tolerance for risk and are designed to help the client achieve their objectives. The firm offers independent guidance, with the client's financial needs and preferences at the center of everything they do. The firm advocates for the client's long-term financial success, through persistent management and ongoing guidance. By utilizing the full bandwidth of the firm's resources.

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

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

Live Oak Investment Partners LLC

Platform Details

Investment Preferences

Alternative Activity

Address

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