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.