LIV Advisors

LIV Advisors provides comprehensive financial advisory services, simplifying complex financial concepts and investment strategies for individuals and families. The firm offers unbiased, fiduciary guidance across various financial aspects, including planning and investment management, focusing on delivering clients greater clarity and control over their wealth.

The company formed through the strategic merger of Corneau Wealth Management and Wintergreen Financial. This consolidation stemmed from an insight to enhance client services and streamline financial processes, combining the expertise of both predecessor firms. The aim was to create a unified platform for integrated wealth management.

LIV Advisors primarily serves clients seeking transparent, holistic financial counsel to navigate investment complexities and plan for their future. The firm's vision is to empower clients by aligning financial strategies with personal values and long-term aspirations, emphasizing legacy, investment, and vision to foster sustained financial well-being.