We create strategies tailored to your goals
Without any conflicts of interest we put your needs first.
We enjoy building trusted relationships that span generations.
The *Investing and Accounting Offices of Michael D. Livens, CPA (IAR) is a firm dedicated to assisting clients in pursuit of their financial goals and dreams. With over 20 years of experience in tax and wealth management, Michael and his staff are passionate about every detail of their clients’ financial health. We take pride in working with individuals, families, businesses holistically, attending to all areas of wealth management.
We create strategies tailored to your goals.