Experience you can trust
Our team has over 30 industry credentials & over 300 years of industry experience. You can relax knowing our team of advisors has you covered.
- 13 CFP®’s
- 9 ChFC®
- 9 RICP®’s
- 8 CLU®’s
- 4 WMCP®’s
- 2 CASL®’s
- 2 CLTC®’s
- 2 MBA’s
- 1 AWMA®
- 1 CIMA®
- 1 LUTCF®
- 1 LTCP
- 1 Ph.D.
- 1 CPA
- 1 CPWA®
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.