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

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.

This Memorial Day, we pause to honor and remember the brave men and women who gave their lives serving our country. Thei...
05/25/2026

This Memorial Day, we pause to honor and remember the brave men and women who gave their lives serving our country. Their sacrifice allows us the freedoms we enjoy today, and we are deeply grateful.

Our office will be closed on Monday, May 25th in observance of Memorial Day. We will reopen on Tuesday, May 26th and will respond to any messages as soon as we return.

Wishing you a thoughtful and meaningful Memorial Day.

With so much talk about inflation, market volatility, consumer confidence, and slower economic growth, it’s natural for ...
05/23/2026

With so much talk about inflation, market volatility, consumer confidence, and slower economic growth, it’s natural for families to wonder what all of this means for the economy — and for their long‑term plans.

At Live Oak Wealth Management, we’re watching the same indicators economists are tracking. A recession isn’t always easy to define in real time, but understanding the data can help investors stay grounded.

We put together a quick overview to help you make sense of the trends and what they may mean for your portfolio.

If you’d like to talk through your investment strategy or review your financial plan, our team is here to help. Reach out anytime.

Tax season is behind us, and now is the perfect time to share your 2025 tax return with your financial advisor. Your tax...
05/21/2026

Tax season is behind us, and now is the perfect time to share your 2025 tax return with your financial advisor.

Your tax return is a financial blueprint that contains valuable insights for optimizing your wealth strategy. A thorough review of your return allows for identification of tax-saving opportunities, verification of prior strategies, and more effective planning for the year ahead. Swipe for more details.

If you have questions about your current wealth management strategy or have questions about how to share these forms with our team, don’t hesitate to reach out.

How strong is your investing knowledge—really?This month, we’re challenging our community to put their financial know-ho...
05/18/2026

How strong is your investing knowledge—really?

This month, we’re challenging our community to put their financial know-how to the test. From core investing concepts to understanding how wealth is built over time, this quick quiz might reveal a few surprises along the way.

It’s not about getting every answer right—it’s about learning where you stand and where you can grow.

If a question gets you thinking about your own financial picture, we’re here to help. Our team at Live Oak Wealth Management works with families across Covington and the greater New Orleans area to bring clarity and confidence to their financial decisions.

Have you taken the quiz yet? Let us know how you did or what surprised you most.

Just starting out after graduation and feeling unsure about investing? You’re not alone. When money is tight, it’s easy ...
05/15/2026

Just starting out after graduation and feeling unsure about investing? You’re not alone. When money is tight, it’s easy to tell yourself you’ll start “later.” But here’s the thing: later can cost you.

Time is your biggest advantage in investing. Even small, steady contributions—whether into your own accounts or a 401(k) at work—can grow significantly over the years. You don’t need to invest a lot right now. You just need to start. The earlier you begin, the more time your money has to work for you.

If you’re not sure where to begin or want clarity on your investing strategy, we’re here to help. At Live Oak Wealth Management, we help young professionals build confidence and create long-term plans that grow with them.

Ready to start building your future? Let’s talk.

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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