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LIVELIHOOD LLC
Livelihood provides values-driven financial advice in Philadelphia for idealists, dreamers, skeptics, activists, and creatives. It is a fee-only, advice-only...
Overview
Livelihood provides values-driven financial advice in Philadelphia for idealists, dreamers, skeptics, activists, and creatives. It is a fee-only, advice-only firm offering flexible engagements on a flat-fee (not AUM) basis, with a fiduciary duty to act in clients' best interest. The firm helps families and early and mid-career professionals use their resources for long-term goals such as retirement, college, and student loans, and does not sell products or take custody of investments.
General information
Firm type
RIA
Location
City
Philadelphia
Principals
Carey Morgan
CFP®, ChFC® — Partner, Financial Advisor
Megan Kiesel
CFP®, CSLP® — Partner, Financial Advisor
Frequently asked questions
Who runs investment decisions at LIVELIHOOD LLC?
The principals and investment decision-makers at LIVELIHOOD LLC are not publicly named. No team members or leadership profiles have been found in public records, on LinkedIn, or in media coverage.
What is the wealth origin behind LIVELIHOOD LLC?
The source of wealth for LIVELIHOOD LLC is undisclosed. It is not attributed to any specific family, industry, or individual in publicly available information.
How large is LIVELIHOOD LLC's asset base?
LIVELIHOOD LLC does not publicly disclose its assets under management. No AUM band or estimate is available from any credible source.
Does LIVELIHOOD LLC invest in specific sectors or stages?
No sector focus, investment stage, or asset class preference has been disclosed by LIVELIHOOD LLC. Public sources provide no information on its portfolio or deal activity.
Is LIVELIHOOD LLC active in direct deal-making or fund commitments?
There is no public evidence of LIVELIHOOD LLC making direct investments or committing capital to external funds. Its investment approach remains unknown.
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