B. Lively Financial, LLC

B. Lively Financial is a registered investment advisor that manages investment portfolios for individuals, families, trusts, and business entities. B. Lively Financial tailors its advisory services to meet each client's specific needs, risk tolerance, and time horizon. The firm primarily focuses on equity investing strategies, including common stocks and exchange-traded funds, to achieve capital appreciation. B. Lively Financial operates on a discretionary basis, meaning the firm makes trades on your behalf in accordance with your written investment objectives. B. Lively Financial does not require a minimum dollar amount to open an account and charges fees based on a percentage of the value of your portfolio.