Meet Abeona

Based in the heart of Birmingham, Alabama – Abeona helps single women, couples nearing or in retirement, and young professional families pursue their long-term goals and achieve financial success and wellness. We work with clients in the Southeast and throughout the country, focusing on investment management, retirement, and financial planning.

Our Story

Abeona opened its doors in early 2020 with the goal of providing inclusive and empowering financial advice. As an educator-turned-financial advisor, Mary Meadows Livingston, CFA, CFP®, saw the need for a wealth management company that not only provided high-quality, research-based investment advice in the client’s best interest, but also one that was approachable.

Our goal is to provide objective guidance and to serve as a resource and partner to our clients. We believe that actions speak louder than words, and that when it comes to our clients, exemplary service and hands-on support are the highest priority.

In Roman mythology, Abeona is the goddess of the outward journey. Regardless of where you begin, we look forward to walking alongside you in your financial journey.

Our Founder

Mary Meadows Livingston, CFA, CFP®

Mary Meadows brings a diverse background to her work as a financial advisor having spent the first five years of her career as an early childhood special educator at The Bell Center for Early Intervention. During that time, Mary Meadows recognized that financial wellness has an impact on more than your bank balance. Her passion to empower directed her to pivot to a career in finance. She joined the team at Porter, White & Company, an investment banking and investment management firm serving both individual and institutional clients, and worked there from 2011 to 2020.

As a CERTIFIED FINANCIAL PLANNER™ practitioner and a CFA® Charterholder, she has both the quantitative background to analyze markets and investments and the ability to explain difficult concepts. Her B.A. in Psychology and Master of Teaching from the University of Virginia complement the financial background and balances the depth of financial knowledge with the empathy and understanding of the human spirit.

Personal relationships and trust are key to a successful financial plan, and Mary Meadows enjoys working with a diverse set of clients who have unique needs and stories. She is a native of Tupelo, Mississippi and a long-time resident of Birmingham who is committed to the city and enjoys serving the community through various organizations and leadership roles. When not at work, Mary Meadows can usually be found at a concert, the library, on a trail hiking, or trying out a new recipe in the kitchen.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

The Community We Serve

Abeona Wealth values community and understands that no one individual can make an impact without the dedication to the people it serves. Abeona’s team has served and actively participates in the following communities of Birmingham.

Abeona Wealth’s partnerships create strengths that keep your relationships local and your team global.

Practice Management

Navigate is a consortium of like-minded firms with common values that provides a first-class platform to help member firms run better so that they can provide better solutions to clients. The platform offers many resources, including 24/7 tech support, compliance support, established custodial relationships, access to best practices to streamline firm processes and operations.

"Collaborative" Investment Officer

Navigate also serves as Abeona’s CIO – “Collaborative” Investment Officer. Navigate assists Abeona with portfolio construction, investment monitoring, and staying up-to-date on current research and market events. The firm is a registered investment adviser, meaning that they also serve in a fiduciary capacity. This collaborative relationship elevates our client experience by bringing more experience and knowledge to the table.

FAQs for Finding the Right Advisor

We believe that transparency and objectivity are key to a healthy, long-term relationship. There are different ways of serving clients with their financial needs, and unless you know what to ask, you might not know what you’re getting. Here are some questions you should ask any prospective advisor.
At Abeona Wealth, we work with you as a fiduciary, meaning we put your interests ahead of our own when making recommendations. While conflicts of interest cannot be completely eliminated, we aim to minimize these conflicts and disclose them where they exist.

Founder Mary Meadows Livingston has been working with individual clients since 2011. In addition to an undergraduate degree in Psychology and a Master of Teaching in Early Childhood and Developmental Risk from the University of Virginia, Mary Meadows is a CERTIFIED FINANCIAL PLANNER™ Practitioner and a CFA® Charterholder. Prior to founding Abeona Wealth, she taught early childhood special education at The Bell Center for Early Intervention Programs for five years and spent the following nine years at Porter, White & Company in the wealth management practice.

A CFP® professional has had extensive training and experience that are required by the CFP Board, including financial planning subject areas of investment, retirement, estate, tax, education, and risk management and life insurance. A CFP® professional is also held to ethical standards that requires that you put the clients’ interests first. Founder Mary Meadows became a CFP® professional in 2014.

Professionals who hold the rights to use a Chartered Financial Analyst® designation prepare with an average of 1,000 hours of study and a required four years of professional experience. Even so, only one in five candidates ever earn the right to use the Chartered Financial Analyst® designation. Candidates are required to pass three levels of exams covering areas such as portfolio management and retirement planning, quantitative methods, economics, ethics, alternative investments, and fixed income and equity security analysis. Learn more about the CFA Institute. Founder Mary Meadows is a CFA® Charterholder.

We are a fee-only firm, and we are compensated either by a flat fee or a percentage of assets under management. We receive no other compensation from investments, insurance products or other products that we might recommend.

In addition to statements from the custodian, you will receive quarterly performance reports that show how your account(s) performed both before and after fees. In addition to investment performance, we will show you progress toward your goals.

After going through our discovery process to identify your values, goals, and needs, we will make recommendations for an investment plan. This plan will bring together required return with your risk tolerance. The resulting portfolio will be a globally diversified portfolio of mutual funds and/or ETFs designed to meet your risk and return requirements over the long term.

We currently offer a client portal that can serve to aggregate all of your financial accounts in one place, not just the accounts that we manage. We are also able to schedule meetings electronically and meet either in person or virtually through meetings to meet with you in a convenient way for your family.

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