Family Office Partners

Mandeville, Louisiana

Actus Wealth Strategies, LLC is an investment advisory firm in Mandeville, Louisiana. Services include Financial Planning, Insurance Analysis, and Investment Management. Service options include onsite meetings and online appointment booking. The office has a wheelchair-accessible entrance. The office is open five days a week.

LaFayette, Georgia

Bennett Financial is an insurance brokerage and financial services firm founded in 2021 and headquartered in Chattanooga, Tennessee, offering insurance analysis, retirement planning, and investment services. The firm employs a team of insurance brokers with over 10 years of combined experience and serves more than 1,000 clients through partnerships with more than 20 companies and a network of 60+ specialized brokers nationwide. Bennett Financial structures its approach around individual client circumstances, analyzing insurance needs alongside retirement and investment planning to address clients' stated financial objectives.

Lafayette, Louisiana

Wirehouse

Wells Fargo Advisors Financial Network is a wirehouse firm in Lafayette, Louisiana. Services include Investment Management. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 4-star rating from 1 Google review.

Lafayette, Louisiana

Horizon Capital Management is a fee-only registered investment adviser based in Lafayette, Louisiana, owned by Dexter P. Lyons, with over 36 years of experience serving retired and early-retired clients. The firm actively manages IRAs and taxable accounts through three separately managed account strategies—a fund-based conservative approach, a stock-based growth strategy using CANSLIM principles, and a Biblically Responsible Investing model—with transparent advisory fees ranging from 0.10% to 2.00% annually. As a fiduciary RIA, Horizon invests in commission-free stocks, ETFs, and no-load funds while avoiding insurance and annuity products to eliminate conflicts of interest.