LiveBig
LiveBig is a company.
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Leadership Team
Key people at LiveBig.
LiveBig is a company.
Key people at LiveBig.
Key people at LiveBig.
Yeske Buie is a wealth management and financial planning firm that empowers clients to pursue their Live Big® lives, emphasizing that true fulfillment comes from the size of one's life, not wallet size. With offices in the San Francisco Bay Area and Washington, D.C. metro area, the firm manages over $8 billion in client assets across 13 offices nationwide, focusing on values-based investing, evidence-based financial planning, and holistic advice that integrates life goals with financial strategies.[3][4][5]
The firm's investment philosophy centers on "Invest Big" (transparent, understandable strategies), "Think Big" (clear planning to achieve goals), and fostering generosity, debt reduction, and diversification among clients and staff. It serves high-net-worth individuals seeking purpose-driven wealth management, differentiating through ethical leadership, continuous professional development (e.g., funding master's degrees for associates), and a commitment to fiduciary excellence and philanthropy.[3][4][5]
Yeske Buie traces its roots to predecessor firms: Elissa Buie started at Financial Planning Group, known for efficient operations, while Dave Yeske led Yeske & Company, a pioneer in financial planning technology. With over 70 years of combined experience, the founders merged their complementary firms in 2008, creating Yeske Buie and solidifying its Live Big® philosophy.[3][5]
This merger built on decades of innovation—Elissa and Dave began their careers in the 1980s-1990s—and has endured for 35+ years by 2025, preserving core values like ethics, evidence-based practices, and client-centric culture amid industry shifts.[5]
(Note: Other "Live Big" entities, like UK consultancy LIVE BIG LTD or fundraiser LiveBigCo, LLC, are unrelated to this investment firm.[1][2])
Yeske Buie rides the wave of personalized, values-aligned wealth tech, where fintech tools enable transparent, goal-based planning amid rising demand for ethical investing post-2008 crisis and amid ESG trends. Its early adoption of technology (via Yeske & Company legacy) positions it to leverage AI-driven advisory and data analytics for "Think Big" strategies, influencing a shift from transactional brokerage to holistic life-financial integration.[5]
Market forces like aging wealth transfers ($84T projected by 2045), millennial/gen-Z preferences for purpose over profits, and regulatory pushes for fiduciary transparency favor its model, amplifying its ecosystem role through thought leadership (e.g., CFA Institute features) and pro bono work that elevates industry standards.[4][5]
Yeske Buie is poised for expansion by blending its timeless Live Big® ethos with emerging tech like robo-advisory hybrids and behavioral finance AI, potentially scaling AUM amid intergenerational wealth shifts. Trends like sustainable investing and personalized longevity planning will shape its path, evolving its influence from boutique innovator to broader fiduciary benchmark.
This forward momentum ties directly to its mission: empowering bigger lives in an era where financial success means more than numbers.
