Carey Morgan, CFP®, ChFC® Livelihood, LLC

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About Carey Morgan, CFP®, ChFC®

Hi there. I’m Carey, a partner and financial advisor at Livelihood, LLC. We started our firm because so many of our friends and colleagues were seeking sound and simple financial advice for an affordable price. We specialize in helping people who may not be a good fit for the traditional financial sector – creatives, idealists, non-profit workers, academics, and others who value relationships, experiences, education, and financial security over material wealth. I really enjoy working with people who have dedicated their lives to making their world a better place through service, art, education, and philanthropy. These are all areas I know well. I started my career managing bands and helping musicians sort out their money. The personal finance bug bit me and I joined a huge investment firm to learn that side of things. While the big corporate life wasn’t the best fit for me, I also became really interested in how our everyday spending and investment choices can really impact the community. So, I changed gears to the nonprofit sector, leading a hunger nonprofit, launching a citywide financial counseling program, and directing a private foundation focused on economic empowerment for women. One of the things I get most excited about is the potential for change through ethical investing. In my humble opinion, doing good and doing well are not mutually exclusive.

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Ideal Clients

  • Financial Life Planning
  • Sandwich Generation
  • SRI/ESG (Socially Responsible Investing/Environmental, Social and Corporate Governance)

Ways Advisor Charges

  • Monthly Fee
  • Flat Fee
  • Hourly

Fee Options

  • Monthly Fee: $130+/mo
  • Flat Fee: $130+/engagement
  • Hourly Fee: $130+/hr

SEC Records

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