Overview

Based in Houston, TX, Live Oak Wealth Advisory Group, is a boutique wealth management advisory group that allows advisors/teams to maintain independence without the time and cost of starting up their own firm. The firm provides best of breed practice management, compliance, operational support, marketing, technology and investment management solutions. We are looking to acquire practices or merge existing practices into our group to leverage our unique architecture and leading-edge technology to provide efficiencies of scale and reduce cost. Our other strength is our ability to provide very flexible Succession Plans for exisiting firms. We can help the advisor who is looking to continue to work with a plan that triggers at a later date to the advisor who is looking for a quick and clean exit. We have over $20mm in working capital to negotiate unique deals for any circumstance.

Last Activity
6 months or more

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