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Live and Give Financial
Live and Give Financial is a fiduciary financial planning firm for healthcare workers and physicians, based in Cincinnati, OH and serving clients virtually...
Overview
Live and Give Financial is a fiduciary financial planning firm for healthcare workers and physicians, based in Cincinnati, OH and serving clients virtually nationwide. It is a flat-fee firm with no asset minimums, working with professionals and families primarily in healthcare across the US. The firm creates custom strategies focused on transparency, low-cost investments, tax savings, and helping physicians build wealth and realize their goals.
General information
Firm type
RIA
Location
Region
North America
Country
United States
City
Cincinnati
Principals
Jonathan M. Bergman
President
Sector focus
Frequently asked questions
How does Live and Give Financial generate its investment capital?
The office's capital base is anchored in a New York-licensed insurance agency operated by President Jonathan M. Bergman. This creates a recurring revenue stream from insurance commissions and advisory fees that feeds the investment portfolio, rather than relying solely on a legacy liquidity event.
Does Live and Give Financial invest in insurance-linked securities or insurance-focused private equity?
While the firm has not published a specific mandate for insurance-linked strategies, the insurance operating core makes risk-transfer, reinsurance, and insurance-services private equity natural areas of adjacency. Bergman's licensing and industry relationships provide proprietary insight into these markets.
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