# Live and Give Financial

Live and Give Financial is a RIA based in Cincinnati, United States.

## Overview

- **Organization type:** RIA
- **Headquarters:** Cincinnati, United States
- **Region:** North America
- **Assets under management:** Undisclosed
- **Website:** liveandgivefinancial.com

## Regulatory record

- **CRD number:** 328352
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/328352

## About

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.

## Sectors

- Financial Services
- Insurance

## People

- Jonathan M. Bergman — President

## 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.

## Related profiles

- [Prosperitage Wealth](https://altss.com/profile/prosperitage-wealth)
- [Maplewood Wealth](https://altss.com/profile/maplewood-wealth)

---

Last updated: 2026-08-11T15:07:19.634Z

Canonical page: https://altss.com/profile/live-and-give-financial

Maintained by Altss — https://altss.com — methodology: https://altss.com/methodology