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- Custodian
- Apex · Betterment · Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 10-18-2023
- Office Locations
- 1
Office Locations
About Live AND Give Financial
Live and Give Financial is a Cincinnati-based fiduciary planning firm serving physicians and other healthcare professionals virtually nationwide. Founder Sara Young, a CERTIFIED FINANCIAL PLANNER, provides flat-fee financial planning with no asset minimums, emphasizing low-cost investing, tax savings, and transparent fees tied to work rather than account size. The firm has been featured in outlets such as Bloomberg and The Wall Street Journal.
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Owner & Executives
Sara Marianne Richart Young
Financial Planner
- CRD
- #7290529
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $438,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $438,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Total | Available | Available |
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