Our team is one of the best.
We are thankful to Forbes for recognizing our firm comprised of Cincinnati financial advisors, Detroit financial advisors, Washington DC financial advisors and San Francisco financial advisors. Forbes has recognized David Schimberg as a Best-In-State Wealth Advisor for 2022. Ben Beshear was recognized by Forbes as a Top Financial Security Professional in the country for 2021. Tek Wiegert and Andy Scarpitti have been recognized as Best-In-State Top Financial Security Professionals for 2022.
This recognition reflects our unwavering commitment to delivering outstanding financial services. As a trusted wealth management firm, we strive to help our clients achieve their financial goals. Partner with us and benefit from the expertise that has earned Forbes' recognition.
LiveWell Capital has also been awarded with “Best Places to Work” by the Cincinnati Business Courier. We are honored that our team feels as loved as our clients do!
Forbes Best-In-State Wealth Management Teams (January 2025), Research & ranking provided by SHOOK ® Research, LLC – Data as of 3/31/2024. Forbes Best-in-State Top Financial Security Professionals list (July 2022), based upon data as of December 31st of the preceding year. Forbes Top Financial Security Professionals list (October 2021). Based upon 2020 data. Forbes "Best-in-State Wealth Advisors" list (April 2022), Based upon data as of 6/30/2021. Research and ranking provided by SHOOK Research. Northwestern Mutual and its advisors do not pay for placement on 3rd party rating lists, but do pay marketing fees to these organizations to promote the rating(s). Rankings and recognitions are no guarantee of future investment success.
Our Philosophy
True wealth encompasses more than just financial assets, recognizing the importance of five key capitals: Financial, Physical, Intellectual, Relational, and Spiritual.
By considering all five capitals, our approach aims to help you develop a balanced, resilient plan that supports every aspect of your life. At LiveWell Capital, we are dedicated to helping you achieve a comprehensive and fulfilling sense of wealth.
Build a solid financial foundation that empowers you to create a lasting success and security.
Live with intention and meaning by pursuing a purpose-driven life that positively impacts you and the world around you.
Invest in meaningful relationships by dedicating time and energy to those who matter most, building deeper connections.
Optimize your physical and mental well-being to sustain peak performance and improve your overall quality of life.
Learn MoreAlign your work with your passions to achieve greater fulfillment, productivity, and long-term success.
Experience You Can Trust
Our team has over 30 industry credentials & over 300 years combined of industry experience. You can feel confident knowing our team of advisors is here to support you.
Our Culture Code
LiveWell Capital fosters a family-like culture built on authenticity, positivity, and an abundance mindset. We prioritize people over money, celebrate meaningful moments, and deliver creative financial planning that inspires clients to live their best lives while making a positive impact on the world.
The LiveWell Difference
LiveWell Capital has over 300 years of combined industry experience and provides financial planning for *$2B+ in client assets. We provide financial planning services to clients across all 50 states.
*As of June 2024
Community Matters
Camp Casey
Delivering Happiness on Horseback Since 2004! Camp Casey is a non-profit organization that provides horseback riding programs to children with cancer, rare blood disorders, and other life-threatening illnesses. Camp Casey’s mission is to provide safe, fun experiences for children and families affected by childhood cancer, rare blood disorders, and other life-threatening illnesses through accessible horseback riding programs.
To learn more, please visit their website - https://camp-casey.org/
It all starts with a
conversation.