Lively Financial LLC

We bring years of experience and a genuine passion for helping clients achieve their financial dreams. Our approach is rooted in building strong, trusting relationships and providing personalized guidance tailored to each client's unique needs and aspirations. Whether you're planning for retirement, saving for your children's education, or navigating life's unexpected twists and turns, we're here to provide comprehensive support and sound advice every step of the way. Our goal is to empower you to make informed decisions and take control of your financial future, so you can live the life you've always envisioned with confidence and security. Let's embark on this journey together and turn your financial goals into reality.
Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
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Advisors at this Office

Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
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This Office

117 E 5th St Apt E Newport, KY 41071-1861 Phone: (513) 202-6549

Primary Office

117 E 5th St Apt E Newport, KY 41071-1861 Phone: (513) 202-6549