Live Oak Wealth Management, LLC

Live Oak Wealth Management, LLC Live Oak Wealth Management is a Wealth Management Firm that provides investment management, retireme Member FINRA (www.finra.org) / SIPC (www.sipc.com).

Investment Advisor Representatives are Registered Representatives of and offer securities through Purshe Kaplan Sterling, Inc. and advisory services through TD Ameritrade, Inc. Live Oak Wealth Management, LLC is not affiliated with Purshe Kaplan Sterling companies. Securities licensed in: AL, FL, KY, LA, MA, MS, NC, TX & VA. The third-party comments displayed are not verified, may not be accurate

and are not necessarily representative of our client experience. Please see full disclosures at our website: www.liveoakfinancial.com

June is National Annuity Awareness Month, and it’s a great time to take a closer look at how different types of annuitie...
06/23/2026

June is National Annuity Awareness Month, and it’s a great time to take a closer look at how different types of annuities can support long-term retirement income.

Annuities aren’t one-size-fits-all. They come with different fees, liquidity limits, and benefits, so understanding how they fit into your broader retirement strategy is important.

At Live Oak Wealth Management, we help families across the greater New Orleans area evaluate whether an annuity could complement their existing retirement plan. Our team takes a clear, fiduciary approach to help you understand the pros, cons, and long-term impact.

If you’d like a personalized review, we’re here to help.

It’s Father’s Day, and we’re excited to celebrate all the dads, grandfathers, and father figures who make such a meaning...
06/21/2026

It’s Father’s Day, and we’re excited to celebrate all the dads, grandfathers, and father figures who make such a meaningful impact.

At Live Oak Wealth Management, we’re grateful for the families we serve across Covington and the greater New Orleans area, and today we honor the dads who give guidance, support, and plenty of memorable moments along the way.

We hope your day is filled with relaxation, connection, and maybe even a classic dad joke or two. Happy Father’s Day from our team!

Many families want a safe place to hold cash for short-term goals, and money market funds often come up as an option. Th...
06/18/2026

Many families want a safe place to hold cash for short-term goals, and money market funds often come up as an option. These funds focus on stability, liquidity, and helping you keep your near-term dollars accessible.

At Live Oak Wealth Management, we help families across Covington and the greater New Orleans area evaluate whether tools like money market funds fit their broader cash management and financial planning strategy.

If you want to review how short-term cash fits into your overall plan, our team is always here to help you think through the details.

Have questions or want to talk through your strategy? Give us a call at (985) 624-8916.

Did you know millions of Americans are considered “credit invisible”? That means there isn’t enough credit history to ge...
06/15/2026

Did you know millions of Americans are considered “credit invisible”? That means there isn’t enough credit history to generate a score—and it can make things like buying a car, renting a home, or even securing better interest rates more difficult.

At Live Oak Wealth Management, we often see how foundational pieces like credit can impact a broader financial plan. Building a strong financial future isn’t just about investing—it’s about making sure every piece is working together.

Swipe to learn more about what being credit invisible means and how it can affect your goals.

Have questions about your financial plan or next steps? Our team is here to help families across Covington and the greater New Orleans area align today’s decisions with tomorrow’s goals.

Homeownership is more than a milestone—it can be a meaningful part of a well-structured wealth strategy.For many familie...
06/11/2026

Homeownership is more than a milestone—it can be a meaningful part of a well-structured wealth strategy.

For many families we work with, real estate plays a role alongside investments, retirement planning, and long-term legacy goals. The key is making sure each property fits within the bigger financial picture—not operating in isolation.

At Live Oak Wealth Management, we help clients evaluate how real estate holdings align with their overall portfolio, tax strategy, and estate plan.

Thinking about purchasing another property or reassessing what you already own? Our team is here to help you make informed, coordinated decisions.

Give us a call to start the conversation.

Homeownership can be a powerful tool for building long-term wealth—but only when it fits into your overall financial pla...
06/08/2026

Homeownership can be a powerful tool for building long-term wealth—but only when it fits into your overall financial plan.

At Live Oak Wealth Management, we help families across Covington and the greater New Orleans area evaluate how a home purchase or refinance aligns with retirement planning, investment strategy, and cash flow.

If you’re thinking about buying, refinancing, or just want a second opinion, we’re here to help you make a confident, well-informed decision.

Reach out to schedule a consultation.

When you’re evaluating bonds, one question matters most: how likely is the issuer to pay you back?That’s where bond rati...
06/05/2026

When you’re evaluating bonds, one question matters most: how likely is the issuer to pay you back?

That’s where bond ratings come in. They help you understand the level of risk you’re taking on—and how that fits into your overall investment strategy.

At Live Oak Wealth Management, we help families across Covington and the greater New Orleans area make sense of fixed-income investments and how they support long-term goals like retirement income and portfolio stability.

Not sure how your current bond holdings measure up? Let’s take a look together.

Call us at (985) 624-8916 or visit liveoakwealthmanagement.com to schedule a conversation.

June is National Annuity Awareness Month, and it’s a great time to take a fresh look at how annuities can support long-t...
06/02/2026

June is National Annuity Awareness Month, and it’s a great time to take a fresh look at how annuities can support long-term retirement planning. Our team at Live Oak Wealth Management helps families in Covington, Mandeville, and across the greater New Orleans area understand how these tools might fit into a broader retirement strategy.

Annuities can offer stability, but they also come with considerations like fees, liquidity, and the impact on long-term goals. That’s why it’s important to review them carefully.

If you’re wondering whether an annuity makes sense for your retirement plan, we’re here to help you sort through the details and see how it may complement your overall strategy.

Have questions or want to schedule a review? Reach out anytime.

The June 30 FAFSA deadline is coming up fast, and families still working through the application should be sure to get e...
05/28/2026

The June 30 FAFSA deadline is coming up fast, and families still working through the application should be sure to get everything submitted on time.

FAFSA determines eligibility for federal grants, student loans, work‑study, and many state and school-based programs, so missing the deadline can impact how much aid a student receives.

Here are a few last‑minute to‑dos if it’s still on your list:

• Make sure each contributor (student, parent, etc.) has an FSA ID.
• Gather last year’s tax documents and any required financial information.
• Decide which colleges should receive your FAFSA info. If you’ve already picked a school, you can list just that one.
• Review the FAFSA submission summary carefully.
• Sign and submit before June 30.

If you or your student are preparing for college, we hope this quick checklist helps make the process a little smoother.

And if you ever need guidance aligning education planning with your broader financial goals, we’re here to help at Live Oak Wealth Management. Call us anytime at (985) 624-8916.

Oil prices continue to shift week by week, and our team at Live Oak Wealth Management is keeping a close eye on how thes...
05/27/2026

Oil prices continue to shift week by week, and our team at Live Oak Wealth Management is keeping a close eye on how these changes ripple through the broader economy. Energy markets are heavily influenced by global events, supply constraints, and investor sentiment, which is why even small disruptions can affect households, businesses, and long‑term financial planning.

If you’re wondering what these movements might mean for your investments or long-term strategy, we’re here to help. Reach out anytime with questions—our team is always monitoring market and economic developments to support the families we serve across Covington and the greater New Orleans area.

Address

7020 Highway 190, West Ste A
Covington, LA
70433

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 5pm

Telephone

+19856248918

Website

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