Welcome to Livingston Financial Planning

Registered Investment Advisor, Florida and Georgia

two chairs and umbrella on white sand beach Livingston Financial Planning, Inc. is a fee-only financial planning and investment management firm located in Blue Mountain Beach, Florida.

Buz Livingston, CFP®, provides investment advice for clients at all stages of life ranging from those beginning the process of accumulating wealth to those already there. There are no account minimums and fees are charged on an hourly or retainer basis. As a Fee-Only Financial Planner, his approach provides objectivity in his recommendations and services which are individualized for each client. No financial products are sold nor compensation accepted from any outside source. Because of that, you can expect only honest, unbiased advice. The process at Livingston Financial Planning is completely transparent and there are no hidden fees. The firm’s only incentive is to act in your best interests.

Buz Livingston, CFP® will help you determine where you are financially versus where you want to be. When analyzing or making recommendations for your portfolio his only consideration is how investments or strategies will help you reach your financial goals given your tolerance for risk. Fee-only financial advice, like that provided by Buz Livingston, CFP® helps you make better decisions.

For more information, contact Buz at 850-267-1068 or at Buz@LivingstonFinancial.net.

Livingston Financial Planning
2050 West County Highway 30A
M-1, Unit 230
Santa Rosa Beach FL 32459
Click here for directions to our office

To enrich the quality of our clients’ lives by improving their financial awareness and increasing their financial education.
To understand the financial needs of every client and make recommendations that support their overall best interests.
To establish a long-term relationship with each client and offer our best advice and superior service.
To become a dependable support system for our clients as they define their financial goals, realize their dreams and most importantly, enjoy their life.