top of page
Financial Analyst that is Financial Analyzing

Your RIA

As a fiduciary, fee-only Registered Investment Advisor, we always take a Client first approach. No matter where you are in life or what challenges you are facing, when you work with us, you should expect a collaboration with transparency, professionalism, and tailor made solutions. Want to learn more? Contact us today for an initial consultation.

Meet with a Professional

CONTACT US

chad.lively@livelyfinancial.net

(513) 202-6549

Thanks for submitting!

Subscribe to our Newsletter

Thanks for subscribing!

Lively Financial LLC

chad.lively@livelyfinancial.net

(513) 202-6549

Lively Financial LLC is a registered investment adviser located in Newport, Kentucky. Lively Financial LLC may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements. Lively Financial LLC’s web site is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment-related information, publications, and links. Accordingly, the publication of Lively Financial LLC’s web site on the Internet should not be construed by any consumer and/or prospective client as Lively Financial LLC’s solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet. Any subsequent, direct communication by Lively Financial LLC with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. For information pertaining to the registration status of Lively Financial LLC, please contact the state securities regulators for those states in which Lively Financial LLC maintains a registration filing. A copy of Lively Financial LLC’s current written disclosure statement discussing Lively Financial LLC’s business operations, services, and fees is available at the SEC’s investment adviser public information website –  or from Lively Financial LLC upon written request. Lively Financial LLC does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to Lively Financial LLC’s web site or incorporated herein, and takes no responsibility therefor. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.

This website and information are provided for guidance and information purposes only.  Investments involve risk and unless otherwise stated, are not guaranteed.  Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy.  This website and information are not intended to provide investment, tax, or legal advice.

bottom of page