Live Oak Wealth Management

Live Oak Wealth Management is a wealth management firm in Grover Beach, CA, serving individuals and families across the Central Coast with personalized financial planning and investment strategies. The firm specializes in retirement planning, 401(k) and 403(b) plans, college funding, insurance needs analysis, estate planning, and comprehensive financial goal setting. With a 5.00 rating based on client feedback, the firm is recognized for its client-focused approach and commitment to long-term financial well-being. Services are tailored to each client’s unique situation, emphasizing proactive planning, ongoing support, and strategies designed to help clients thrive through life’s financial challenges.

Founded by Steven Burdick, Live Oak Wealth Management was built on the principle of being a trusted, long-term partner, essentially serving as a client’s “Chief Financial Officer.” The firm emphasizes a holistic, individualized approach, drawing on diverse perspectives and challenging conventional wisdom to create strategies that align with each client’s values and goals. The Oak tree, a symbol of strength and endurance, reflects the firm’s mission to help clients build lasting financial resilience. Services include IRA planning, brokerage accounts, variable annuities, disability and life insurance, long-term care planning, and tax-efficient wealth management, all grounded in a philosophy of transparency, accountability, and continuous engagement.

Located at 1303 E Grand Ave #221 in Grover Beach, the firm sits just a short distance from several key local landmarks. It is approximately 0.3 miles from Grover Beach Elementary School, Ramona Gardens Park, Ramona Garden Park, and the RTA Bus Transit Station, with West Grand Avenue running nearby. The office is also within a short walk of the Passport Health Grover Beach Travel Clinic, placing it in a well-connected, accessible part of the community.

Live Oak Wealth Management stands out for its clear, well-structured online presence and consistently documented business information, which supports trust and credibility. Clients benefit from a firm that combines deep expertise with a personal touch, offering not just financial products but a partnership focused on long-term success. The firm’s strong reputation, rooted in client satisfaction and a mission-driven approach, makes it a trusted name in Central Coast wealth planning.

In a community where financial stability is a shared priority, Live Oak Wealth Management helps residents build enduring wealth through thoughtful, individualized guidance.