About Us

Buz Livingston, CFP®, is a highly respected figure in the financial industry. His insights have been featured in The Wall Street Journal, The Street.com, MSN Money, Yahoo.com, Financial Advisor, Investment News, the LA Times, and the Baltimore Sun. Shocking at least one high school English teacher, for years, Buz shared his financial wisdom through a weekly column in The Walton Sun and worked as a freelance columnist with the Motley Fool.

Buz Livingston, CFP®, is a University of Georgia graduate (BS,1978). He earned his CERTIFIED FINANCIAL PLANNER® designation in 2003, a testament to his expertise. Buz also holds a Certificate in Financial Planning from the College for Financial Planning and is a Registered Investment Advisor in both Florida and Georgia.

He believes in community service. Over the last twenty-five years, he has walked beaches for South Walton Turtle Watch and served as President and Family Selection Chair for Habitat for Humanity, Walton County. In addition, he has served on the South Walton Community Council Board of Directors and the South Walton Fire District’s Pension Board.

He currently does trail maintenance on the Florida Trail and volunteers at Grayton Beach State Park.

For years, he pondered how many kayaks a man should own. Now he knows…enough for his grandchildren. He agitates for well-maintained bicycle paths around South Walton and supports the community’s magical music scene.

Jim Livingston is a fee-only financial planner who is passionate about helping individuals and families find clarity and confidence in their financial lives. His mission is simple: to give people the guidance and peace of mind they need to make sound decisions for both today and tomorrow.

Jim believes that good financial planning is about people. He focuses on truly understanding each client’s situation and breaking down complex financial issues into clear, manageable steps.

Jim is a member of the Garrett Planning Network, pioneers in hourly, fee-only financial planning. His profile can also be found on the Fee Only Network. Jim volunteers as a Financial Coach with the Atlanta Habitat for Humanity. 

Before becoming a financial planner, Jim spent over two decades as a strategic consultant to some of the world’s largest wealth and asset managers. That experience gave him a deep understanding of how the financial industry works behind the scenes. He enjoys brining this knowledge to families in a more personal and impactful way.

Like his father, Jim is a proud graduate of the University of Georgia. He has completed the CERTIFIED FINANCIAL PLANNER (CFP®) program at UGA’s Terry College of Business and is an Investment Advisor Representative in both Florida and Georgia.  He has also passed the rigorous CFP® exam.

Outside of work, Jim enjoys staying active, traveling to see live music, and spending time with his beloved dog Freddie.