Upbeat Wealth

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, 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.

Shreveport, Louisiana

HMV Wealth Advisors is a wholly owned affiliate of Heard, McElroy & Vestal, LLC, an accounting and consulting firm with offices in Shreveport and Monroe, Louisiana and Longview, Texas. The firm provides investment management and wealth management services to businesses and individuals, operating under a fiduciary standard and using an evidence-based investment approach through its affiliation with Focus Partners Advisor Solutions. Services address concerns including tax minimization, estate planning, asset protection, and charitable giving strategies, with an investment philosophy emphasizing control of expenses and taxes rather than market timing.