About Live Oak Private Wealth, LLC
<p>From the Carolina coast in Wilmington to Rocky Mount in the coastal plain, Live Oak Private Wealth, LLC works with individuals and retirement plans across eastern North Carolina. The firm is a registered investment advisor (RIA) that was founded in 2018 and operates from its headquarters in Wilmington with a second office in Rocky Mount.</p> <p>Live Oak Private Wealth provides wealth management and plan advisory support, including 3(21) fiduciary services for employer-sponsored retirement plans. The team also handles financial planning, investment portfolio management, retirement planning, estate planning, and charitable giving for clients who want an organized view of their finances.</p> <p>As of 2026, the firm reports $1.1B in assets under management. Clients can expect a goals-based process and a team approach that may include certified financial planners and fiduciary advisors working together on planning and investment decisions.</p> <p>What sets Live Oak Private Wealth apart is its combination of personal wealth planning and 3(21) plan fiduciary work under one advisory practice, with local offices serving the same region.</p> <ul> <li>Registered investment advisor (RIA) founded in 2018</li> <li>Offices in Wilmington (HQ) and Rocky Mount, North Carolina</li> <li>3(21) fiduciary services for retirement plans</li> <li>Financial planning and investment portfolio management</li> <li>Estate planning and charitable giving support</li> </ul>
Website: https://liveoakprivatewealth.com/
Founded: 2018
Office Locations
- Wilmington, NC (Headquarters)
- Rocky Mount, NC
Services Offered
- 3(21) Investment Advisor
Client Statistics (2026)
- Total Clients: 0
- Total AUM: $1.1B
Team Members
- Andy Basinger, Managing Director, CFP®
- Adam Easley, Client Service Manager
- Amy Bennett, Client Relationship Manager
- Amanda Miars, Wealth Advisor, J.D.
- Angel Bolton, Wealth Advisor, CFP®
- Bill Coleman, Managing Director
- Bill Collier, Managing Director
- Daniel Hughes, Senior Fiduciary Advisor, CFP®, CTFA
- Frank Jolley, Managing Director, CFA
- Connor Keller, Managing Director