NATIONALLY RECOGNIZED
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 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 Experience
The LiveWell Difference
300+
300+ Years of Industry Experience
$2b+
LiveWell Capital provides financial planning services to $2B+* in client assets.
50
Clients in all 50 States nationwide.
*As of June 2024
Financial Representatives do not render tax advice. Consult with a tax professional for tax advice that is specific to your situation.
*The primary purpose of permanent life insurance is to provide a death benefit. Utilizing the cash value through policy loans, surrenders, or cash withdrawals will reduce the death benefit; and may necessitate greater outlay than anticipated and/or result in an unexpected taxable event.
Financial Representatives do not render tax advice. Consult with a tax professional for tax advice that is specific to your situation.
We believe there are 5 kinds of capital we all have in our lives.
We all have wealth and resources beyond money. A sound plan is one that acknowledges your wealth beyond your balance sheet. Planning means weighing all five when preparing for your future.
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.
Align your work with your passions to achieve greater fulfillment, productivity, and long-term success.
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.
Align your work with your passions to achieve greater fulfillment, productivity, and long-term success.
Build a solid financial foundation that empowers you to create a lasting success and security.
Community Matters
Ronald McDonald House Charities
The first Ronald McDonald House® opened on October 15, 1974 in Philadelphia, thanks to the vision and partnership of Dr. Audrey Evans of Children’s Hospital of Philadelphia; Philadelphia Eagles’ player Fred Hill, whose daughter had leukemia; Philadelphia Eagles owner Leonard Tose; and McDonald’s.
The desire for a program that supported the unique needs of families with critically ill children quickly spread to other cities. It was in 1978 in Cincinnati that a group of concerned parents, known as the Children’s Oncology Parent Endeavor, met with the administration at Cincinnati Children’s Hospital Medical Center to discuss the living conditions of the families whose children were hospitalized. From this group’s initial meeting with Cincinnati Children’s, a grassroots effort was born.
One of our Partner and Private Wealth Advisor’s Tim Miller is also a proud member of the Planned Giving Council at the Ronald McDonald House. And throughout the year, our Cincinnati staff volunteers onsite to help them with their various needs! Please check out their site below to learn more information!
Ronald McDonald House Charities | Keeping Families Close (rmhcincinnati.org)