Our History

Livingston was founded as Livingston Financial Group in 1986 to meet the financial needs within their community.  With the office located within the Baltimore/Washington area, a significant portion of their clients are current or retired federal employees.  Through years of developing and implementing retirement plans for federal employees, they have developed the experience within the financial advising world that specifically meets your needs.

Livingston emerged in 2002 to meet the growing demand for this sepcialized service, and today, all Livingston advisors are required to achieve the designation Chartered Federal Employee Benefit Consultant.  This designation requires an intensive training course, a comprehensive examination, and ongoing education to remain current with any changes to the federal retirement system.  Currently, Livingston advisors can work with federal employees in the Federal Aviation Administration (FAA), FAA Managers Association, District of Columbia Courts, Department of Agriculture, Internal Revenue Service, Federal Courts, National Security Agency, Department of Energy, Department of Defense, Veteran's Affairs, and Social Security.

Livingston Advisors are committed to:

  • Breaking down the often confusing federal retirement program
  • Developing a specific retirement plan that helps meet your objectives
  • Periodic reviews to ensure the plan stays on track
  • Integrity throughout all aspects of the relationship