Fiduciary advisors in Louisiana

Alexandria, Louisiana

Oestriecher Financial Management Services, based in Alexandria, Louisiana, provides wealth management and financial planning for families and business owners throughout Central Louisiana and beyond. The firm specializes in multi-generational wealth transition and is led by Anne Oestriecher, a CPA and CFP® certificant. The practice serves clients seeking long-term investment strategies aligned with their personal financial objectives.

Baton Rouge, Louisiana

Stenger Family Office is a fiduciary wealth management firm in Baton Rouge serving families across Louisiana and the United States. The firm provides investment management, financial planning, tax preparation and strategy, and estate planning coordination, with in-house CPAs and estate planning professionals working collaboratively on client cases. The firm manages portfolios tailored to client goals using individual stocks and ETF-based allocations, and provides comprehensive financial planning at no separate charge for clients with accounts. The firm also maintains offices in Naperville, Illinois and Houston, Texas.

Baton Rouge, Louisiana

Olivier Group is an investment advisory firm in Baton Rouge, Louisiana. Services include Financial Planning, Insurance Analysis, Investment Management, and Retirement Planning. The firm specializes in Wealth Management. Service options include onsite meetings and online appointment booking. Appointments are required. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 4 Google reviews.

Baton Rouge, Louisiana

Ellis Insurance & Financial Group, based in Baton Rouge, provides financial planning and investment management services through a fee-based advisory model via Eagle Strategies LLC, which is SEC-registered as an investment adviser. The firm, led by Daryl Robert Ellis and Gordon D. Ellis, Jr., brings over 50 years of combined experience and works in partnership with New York Life Insurance Company and affiliated specialists in taxes, estate planning, and insurance products. The firm also collaborates with Ash Brokerage to offer additional life insurance, long-term care, disability income, and annuity solutions outside its primary affiliations.

Baton Rouge, Louisiana

Raymond James & Associates is an investment advisory firm in Baton Rouge, Louisiana. Services include Retirement Planning. The firm specializes in Small Business. Its advisors hold CLU credentials. The office has a wheelchair-accessible entrance.

Baton Rouge, Louisiana

Attracct Financial Advisors is a Baton Rouge-based firm with over 15 years of experience offering retirement planning, investment management, risk management, and wealth accumulation services to families and business owners. The firm collaborates with clients' CPAs and attorneys to coordinate planning across insurance, business valuations, and estate planning, and structures its approach around proactive strategy design rather than reactive market response.

Baton Rouge, Louisiana

Burns Estate Planning & Wealth Advisors, based in Baton Rouge, Louisiana, is led by founders Ernie Burns and Erin Berglund-Burns. The firm specializes in estate planning and retirement preparation, addressing topics including Social Security, Medicare, healthcare planning, long-term care, and wealth transfer strategies. The firm positions itself around helping clients plan for retirement as a significant life phase and establish legacies for their families.

Baton Rouge, Louisiana

Carson Wealth - The Shobe Financial Group is an investment advisory firm in Baton Rouge, Louisiana. Services include Estate Planning, Financial Planning, and Retirement Planning. The firm specializes in Investment Management and Wealth Management. Its advisors hold CLU credentials. Appointments are recommended. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 1 Google review.

Baton Rouge, Louisiana

Wealth Enhancement Group is an investment advisory firm in Baton Rouge, Louisiana. Services include Financial Planning. Service options include onsite meetings. The office has a wheelchair-accessible entrance. The office is open five days a week.

Baton Rouge, Louisiana

Game Changer Wealth is an independent financial services firm with offices in Baton Rouge, Lafayette, and Metairie that specializes in retirement planning, tax strategy, and estate planning. The firm works with retirees and pre-retirees using a holistic approach that coordinates financial advisers, CPAs, and estate attorneys to address income planning, tax efficiency, insurance needs, and legacy goals. Services include 401(k) administration, Medicare planning, long-term care, college planning, and life insurance. The firm holds a 5-star rating based on 57 Google reviews.

Baton Rouge, Louisiana

LPL Financial | George Popov | Baton Rouge Financial Advisor is an investment advisory firm in Baton Rouge, Louisiana. The firm specializes in Retirement Planning and Investment Management. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 1 Google review.

Baton Rouge, Louisiana

Hassell Wealth Management is a fee-only registered investment advisor based in Houma, Louisiana (serving the Gulf Coast region) that has operated since 2006. The firm provides financial planning and investment management to pre-retirees, retirees, mid-career professionals, and business owners, with a team of advisors holding credentials including CFP®, ChFC®, CLU®, CLTC®, and CFA designations. As a fiduciary firm, the company operates under a relationship-focused model that addresses cash flow, retirement, investments, taxes, and life transitions through a goals-based planning process.

Baton Rouge, Louisiana

Sapphire Financial, based in Baton Rouge, serves individuals, families, and small business owners with financial planning that spans estate planning, tax strategy coordination, and multigenerational wealth transfer. The firm is led by founder Kayla, a CFP® and CEPA®, alongside team members including Lauren Lehman (CFA®, CFP®), Arianna Rodriguez (CIMA®), and Director of Client Relations Ashleigh Duet (FPQP). The firm does not provide tax preparation or estate drafting services directly but works with clients to develop coordinated strategies across these areas. Sapphire Financial was recognized as a Top Next-Gen Wealth Advisor in Louisiana by Forbes/Shook Research in 2024.

Baton Rouge, Louisiana

Goss Wealth Management is an investment advisory firm in Baton Rouge, Louisiana. Services include Financial Planning and Investment Management. The firm specializes in Wealth Management. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 18 Google reviews.

Baton Rouge, Louisiana

Cassidy Russo, Financial Services Professional - Russo Financial Group LLC is an investment advisory firm in Baton Rouge, Louisiana. Services include Financial Planning. The office has a wheelchair-accessible entrance. The office is open five days a week.

Benton, Louisiana

Willow Chute Financial, based in Benton, Louisiana, offers investment management and financial planning services with an emphasis on tax-efficient portfolio construction. The firm works collaboratively with tax professionals—either its own trusted advisors or clients' existing professionals—to identify potential tax and wealth management opportunities. Founded and owned by Matt, the firm has operated since 2012.

Bossier City, Louisiana

Financial Strategies, Inc - Raymond James is an investment advisory firm in Bossier City, Louisiana. Services include Retirement Planning. The firm specializes in Small Business. Its advisors hold CLU credentials. The office has a wheelchair-accessible entrance. It holds a 5-star rating from 1 Google review.

Covington, Louisiana

Aspyra Wealth Management, located in Covington, Louisiana, provides investment management, wealth planning, estate planning, and insurance services to clients seeking to organize their financial affairs and plan for wealth distribution. The firm offers estate planning assistance including wills, trusts, and asset distribution strategies developed in coordination with clients' legal and tax professionals, along with investment planning and insurance coverage evaluation. Clients can engage with the team through virtual meetings and online account management tools.

Covington, Louisiana

Texada Wealth Management, based in Covington, Louisiana, offers retirement planning and investment management services to individuals, families, and business owners. Led by President Dan Texada, a FINRA Series 7 and Series 66 licensed advisor with over six years of prior experience at Merrill Lynch, the firm emphasizes personalized advice and long-term client relationships. The firm operates through partnerships with Cetera Financial Group, Horizon Advisor Network, and Pershing to deliver investment management solutions and financial planning services.

Covington, Louisiana

Insurance-Based

Gregory Shelton, Financial Services Professional - New York Life is an insurance-based firm in Covington, Louisiana. Services include Financial Planning. The office has a wheelchair-accessible entrance. The office is open daily.

Covington, Louisiana

Insurance-Based

Bret Posner, Agent - New York Life is an insurance-based firm in Covington, Louisiana. Services include Financial Planning and Insurance Analysis. The office has a wheelchair-accessible entrance. The office is open five days a week.

Crowley, Louisiana

Altus Wealth Management is an independent financial advisory firm based in Crowley, Louisiana, offering investment management, financial planning, and wealth management services. The firm serves a diverse clientele including retirees, families, business owners, high-net-worth individuals, endowments, and foundations, with service offerings that encompass personalized investment management, 401(k) plan administration, insurance, and financial counseling.

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.

Lafayette, Louisiana

Barton Advisory Services, LLC is a wealth management firm based in Lafayette, Louisiana that emphasizes client-centered financial planning by first understanding each client's primary concerns and life objectives. The firm operates under a fiduciary standard, placing client interests first, and applies evidence-based investment methodology as part of its membership in Buckingham Strategic Partners. Services include complete wealth management for individuals, families, and multigenerational planning.

Lafayette, Louisiana

HB Financial Wealth Management is an LPL Financial advisor firm based in Lafayette, Louisiana, offering retirement planning, investment planning, and investment advisory services. The firm provides traditional and Roth IRAs, SEP and SIMPLE plans, asset allocation strategies, professionally managed portfolios, and separately managed accounts. Their approach centers on understanding client goals through an initial meeting, developing a customized financial plan that addresses current needs and future objectives with tax efficiency in mind, and adjusting the plan as circumstances change.

Lafayette, Louisiana

ADVSR Wealth Management - Financial Advisor: Blake Harper is an investment advisory firm in Lafayette, Louisiana. Services include Financial Planning and Investment Management. The firm specializes in Wealth Management. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 3 Google reviews.

Lafayette, Louisiana

Patin Wealth Partners LLC is a financial advisory firm based in Lafayette, Louisiana that employs a collaborative team approach to serve clients with varied financial needs. The firm provides retirement planning, investment management, and insurance consultation services, emphasizing a proactive process that moves from initial strategy development through execution and ongoing monitoring. Each client receives individualized attention with consideration given to risk tolerance, time horizon, and stated objectives.

Lafayette, Louisiana

Hux Capital Management, LLC is an investment advisory firm in Lafayette, Louisiana. Services include Retirement Planning. Service options include onsite meetings. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 27 Google reviews.

Lafayette, Louisiana

Family Office Partners is a multi-family office firm in Lafayette serving high-net-worth and ultra-high-net-worth families, founders, and entrepreneurs. The firm provides wealth management across four core areas: business transaction strategy, advanced planning, investment management, and bespoke family office services, working with custodians Goldman Sachs and BNY Pershing. Founded by Benjamin Domingue, Travis Frayard, and Shawna Prejean—all holding credentials including CFP®, CEPA®, and CIMA®—the firm operates as an independent advisor with fiduciary obligations, and partners with Elevation Point to offer integrated planning and access to institutional platforms and alternative investments.

Lafayette, Louisiana

Fee-Only

Meridian Wealth Management is a fee-only fiduciary firm founded in 2010 that provides financial planning, investment management, and retirement planning services to individuals, families, high-net-worth clients, business owners, and institutional investors across multiple states. Operating from nine offices with over $4.8 billion in assets under management, the firm develops customized investment strategies and financial plans aligned with each client's specific circumstances and goals. Meridian employs a collaborative approach and specializes in serving niche markets including sports and entertainment professionals, non-profit organizations, and retirement plans.

Lafayette, Louisiana

Raymond James & Associates is an investment advisory firm in Lafayette, Louisiana. Services include Retirement Planning. The firm specializes in Small Business. Its advisors hold CLU credentials. The office has a wheelchair-accessible entrance.

Lafayette, Louisiana

4th Quarter Wealth Management is an investment advisory firm in Lafayette, Louisiana. Services include Financial Planning, Insurance Analysis, Investment Management, and Retirement Planning. Service options include onsite meetings. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 9 Google reviews.

Lafayette, Louisiana

Wirehouse

Merrill Lynch Wealth Management is a wirehouse firm in Lafayette, Louisiana. Services include Financial Planning and Investment Management. The firm specializes in Wealth Management. The office has a wheelchair-accessible entrance. The office is open five days a week.

Lafayette, Louisiana

Kore Financial Group is an investment advisory firm in Lafayette, Louisiana. The office has a wheelchair-accessible entrance. The office is open five days a week.

Lafayette, Louisiana

Stone Wealth Partners is an investment advisory firm in Lafayette, Louisiana. Services include Estate Planning. The firm specializes in College Savings and Retirement Planning. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 4 Google reviews.

Lafayette, Louisiana

RHINEE NIMER is an investment advisory firm in Lafayette, Louisiana. Service options include onsite meetings. The office has a wheelchair-accessible entrance. The office is open six days a week, including Saturdays.

Lafayette, Louisiana

Goff Wealth Management is a financial advisory firm in Lafayette, Louisiana, offering financial planning, investment management, retirement planning, and estate planning services. The firm serves business owners, professionals, and families in South Louisiana using a structured planning methodology called The G.O.A.L. FORMula, which emphasizes discovery of client goals, design of customized strategies, and ongoing plan deployment. The firm integrates wealth management, risk management, income and tax planning, and legacy planning into client relationships that adapt to life changes and market conditions.

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.

Mandeville, Louisiana

Insurance-Based

Northwestern Mutual is an insurance-based firm in Mandeville, Louisiana. Services include Insurance Analysis and Investment Management. The firm specializes in Insurance Planning and Wealth Management.

Mandeville, Louisiana

Raymond James & Associates is an investment advisory firm in Mandeville, Louisiana. Services include Retirement Planning. The firm specializes in Small Business. Its advisors hold CLU credentials. The office has a wheelchair-accessible entrance.

Mandeville, Louisiana

Kropog Financial Group is an investment advisory firm in Mandeville, Louisiana. Services include Financial Planning and Investment Management. The office is open five days a week. It holds a 5-star rating from 3 Google reviews.

Mandeville, Louisiana

HB Financial Wealth Management is an LPL Financial advisory firm located in Mandeville, Louisiana, offering investment management, retirement planning, and estate planning services. The firm provides investment advisory programs including professionally managed portfolios and separately managed accounts, along with retirement plan options such as traditional and Roth IRAs and SEP plans. Their approach centers on understanding client goals through an initial consultation, developing a customized financial plan that addresses current needs and future objectives, and adjusting the plan as circumstances change.

Mandeville, Louisiana

Cornerstone Financial, based in Mandeville, Louisiana, provides financial planning and insurance analysis services, with a focus on insurance planning. Led by Chris Clayton, the firm works with clients to evaluate insurance products and develop comprehensive financial plans through a series of meetings, followed by periodic reviews to help clients work toward their retirement objectives.

Mandeville, Louisiana

P J Demarie III operates Eagle Strategies in Mandeville, Louisiana, offering fee-based financial planning and investment advisory services registered with the SEC. The firm specializes in retirement planning and investment management, drawing on relationships with New York Life Insurance Company and Nautilus Group specialists in estate planning, tax strategies, life insurance, and accounting. Eagle Strategies serves clients seeking a collaborative approach that integrates financial planning with broader wealth considerations.

Mandeville, Louisiana

Roberts Wealth Management is a financial planning and wealth management firm based in Mandeville, Louisiana, with eight locations across the Gulf Coast. The firm offers financial planning, investment management, retirement planning, estate planning, and insurance guidance, operating on an independent advisory model. With over 30 years in business, the firm employs certified financial professionals and uses a three-step planning process focused on discovery, strategy development, and implementation tailored to individual client goals and values.

Metairie, Louisiana

Davenport Wealth Strategies, based in Metairie, Louisiana, provides financial planning with a focus on retirement planning and investment management. The firm is led by Megan Davenport (FSCP®, Investment Adviser Representative) alongside her parents Kathy and Joseph Davenport, all affiliated with New York Life and holding appropriate securities licenses and regulatory registrations with Eagle Strategies LLC and NYLIFE Securities. The team brings experience in estate planning, insurance, and business planning, with Megan having served clients since 2017 and her parents since the 1980s.

Metairie, Louisiana

Hedged Private Wealth is a full-service financial firm based in Metairie, Louisiana that serves individuals and business owners. The firm offers estate planning and financial planning services, working through a step-by-step process to identify client goals and develop customized strategies. Hedged Private Wealth maintains relationships with multiple financial services providers to offer a range of products and services.

Metairie, Louisiana

Insurance-Based

Northwestern Mutual is an insurance-based firm in Metairie, Louisiana. Services include Financial Planning, Insurance Analysis, and Investment Management. The firm specializes in Insurance Planning. Appointments are recommended. The office has a wheelchair-accessible entrance. It holds a 5-star rating from 1 Google review.

Metairie, Louisiana

Summit Financial Wealth Advisors is a Registered Investment Advisor founded in 2003 by Fred Werner and David Daniel, with offices in Metairie and Monroe, Louisiana. The firm provides wealth management and comprehensive financial planning services, including investment management across stocks, mutual funds, ETFs, and bonds, along with ERISA retirement plan expertise. Summit operates as a fiduciary and identifies itself as an independent firm structured around value investing principles and personalized strategy aligned to client goals and risk tolerance. The firm was founded with an emphasis on client-first relationships and has grown to include partners Todd Lambert, Mike Pharr, and C. Louis Ray following a 2015 acquisition.

Metairie, Louisiana

Hassell Wealth Management is a fee-only Registered Investment Advisor based in Houma, Louisiana, serving the Gulf Coast since 2006. The firm provides financial planning and investment management to pre-retirees, retirees, mid-career professionals, and business owners, with a team of advisors holding credentials including CFP®, ChFC®, CLU®, CLTC®, and CFA designations. Operating under fiduciary obligation, the firm structures its planning process around three core pillars: establishing clarity on client objectives, developing customized financial strategy across multiple areas including cash flow and retirement, and maintaining accountability to long-term financial goals.

Metairie, Louisiana

Viator Wealth Management Group is a wealth advisory firm based in Metairie, Louisiana, with a team of five advisors offering investment management and planning services. The firm emphasizes a collaborative, client-centered approach to investment strategy development, requiring ongoing communication and periodic review meetings between advisors and clients. The firm provides access to global investment resources and offers financial planning tools to help clients evaluate their progress.

Metairie, Louisiana

Creative Planning is an investment advisory firm in Metairie, Louisiana. Services include Estate Planning, Financial Planning, Insurance Analysis, and Investment Management. Service options include onsite meetings and online appointment booking. Appointments are recommended. The office has a wheelchair-accessible entrance. The office is open five days a week.

Minden, Louisiana

Meriwether Wealth & Planning is an independent, SEC-registered investment adviser and fiduciary firm based in Minden, Louisiana that provides personalized investment management and financial planning services. The firm operates on a fee-based model and serves individual clients across multiple account types (IRAs, taxable accounts, trust accounts, educational savings plans) as well as small- and medium-sized business owners. Service offerings include comprehensive retirement planning, values-aligned investment strategies for faith-driven investors, business valuations, employer plan consulting, and tax optimization. The firm also offers Waypoints, a subscription-based financial planning program designed for clients in the wealth-building phase seeking ongoing guidance on goal prioritization, debt management, insurance, college savings, and estate planning.

Monroe, Louisiana

Candor Wealth Partners is a financial advisory firm based in Monroe, Louisiana that serves clients across all life stages, from early career through retirement. The firm offers wealth planning, portfolio management, retirement planning, and financial advising, with an emphasis on client education and straightforward communication about financial decisions. The stated approach focuses on understanding each client's life goals and translating complex financial concepts into actionable guidance.

Monroe, Louisiana

Insurance-Based

Walter Lawrence, Agent - New York Life is an insurance-based firm in Monroe, Louisiana. Services include Financial Planning and Insurance Analysis. The office is open five days a week.

Monroe, Louisiana

Oglesby Financial Group, operating through Money Concepts in Monroe, Louisiana, offers financial planning, investment management, tax planning, and insurance services. The firm provides investment vehicles including stocks, bonds, mutual funds, and various retirement accounts, along with planning services covering retirement, tax, education, and estate matters. Additional offerings include tax preparation and representation, life and disability insurance, mortgage services, and trust preparation.

Morgan City, Louisiana

Kore Financial Group is an investment advisory firm in Morgan City, Louisiana. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 1 Google review.

New Iberia, Louisiana

Cestia Wealth Management is an independent, fee-based financial advisory firm headquartered in New Iberia, Louisiana, serving investors across Louisiana, Texas, Alabama, and Mississippi. The firm focuses on investment management and wealth management, with a stated process centered on understanding client priorities and developing individualized financial strategies. The team, led by professionals including a CFP, CFA, and CIMA credential holders, draws on over 27 years of combined experience and operates as a Registered Investment Advisor with support from NewEdge Advisors. The firm acts under fiduciary standards and serves clients seeking assistance with wealth accumulation, preservation, and transfer planning.

New Orleans, Louisiana

Raymond James & Associates is an investment advisory firm in New Orleans, Louisiana. Services include Retirement Planning. The firm specializes in Small Business. Its advisors hold CLU credentials. The office has a wheelchair-accessible entrance.

New Orleans, Louisiana

Wirehouse

Merrill Lynch Wealth Management is a wirehouse firm in New Orleans, Louisiana. Services include Financial Planning and Investment Management. The firm specializes in Wealth Management. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 4.2-star rating from 5 Google reviews.

New Orleans, Louisiana

PlanSimple Financial Partners is an investment advisory firm in New Orleans, Louisiana. Services include Financial Planning. The office is open five days a week.

New Orleans, Louisiana

Selina Harrell, MBA, is a CFP® candidate and Series 65–licensed financial advisor based in New Orleans. She holds a bachelor's degree in finance from Southern University with a specialization in risk management and insurance, along with an MBA from the same institution. As director of the JECohen Financial Advisor Development Program, she established a fellowship initiative in 2024 to develop emerging professionals in wealth and investment management. Her practice emphasizes personalized guidance and engagement with underrepresented communities, with a stated focus on relationship-building and removing barriers to financial services access.

New Orleans, Louisiana

RM Partners of Raymond James is an investment advisory firm in New Orleans, Louisiana. Services include Retirement Planning. The firm specializes in Small Business. Its advisors hold CLU credentials. The office has a wheelchair-accessible entrance.

New Orleans, Louisiana

Upbeat Wealth is a fee-only fiduciary firm in New Orleans offering financial planning, investment management, estate planning, and risk management guidance. The firm works with clients across life transitions—from managing equity compensation and combining finances to caring for aging parents, starting families, and handling inheritances—integrating personal values into financial decision-making. The advisors focus on low-cost, tax-conscious investing and objective insurance recommendations aligned with clients' long-term goals.

New Orleans, Louisiana

Atlas Wealth Management is a fee-based fiduciary firm in New Orleans serving families and businesses throughout Southeast Louisiana for over a decade. The firm offers investment management, financial planning, and insurance analysis, with access to approximately 50 insurance carriers and partnerships with major independent broker-dealers. Led by CFP® professionals holding the CLU credential, the firm constructs diversified portfolios, develops comprehensive retirement and financial plans, and provides coverage across life, health, disability, long-term care, property, and business insurance lines.

New Orleans, Louisiana

Prestenback Wealth Management is a financial advisory firm in New Orleans offering investment management and financial planning with a focus on retirement strategies. The firm's leadership includes advisors holding CFP®, CFA, and CPA credentials, supported by Dr. Duygu Zirek, Director of Investment Research & Client Strategy, who brings academic expertise in financial markets and asset pricing. The firm constructs portfolios using a mix of index ETFs, actively managed mutual funds, and individual stocks, and emphasizes transparent fee disclosure and personalized planning based on client circumstances.

New Orleans, Louisiana

Insurance-Based

Jeffrey A. Russolino is a registered representative with New York Life in New Orleans, Louisiana, offering financial planning and insurance-based solutions. As part of New York Life, a mutual life insurance company established in 1845, he works with clients on life insurance products and financial guidance across areas such as retirement planning, education funding, and estate protection.

New Orleans, Louisiana

CAPTRUST is an investment advisory firm in New Orleans, Louisiana. Services include Investment Management. The firm specializes in Small Business and Wealth Management. Appointments are recommended. The office has a wheelchair-accessible entrance. The office is open five days a week.

New Orleans, Louisiana

Insurance-Based

Robert Seghers, Financial Advisor - Eagle Strategies is an insurance-based firm in New Orleans, Louisiana. Services include Financial Planning and Insurance Analysis. The firm specializes in Retirement Planning and Investment Management. The office is open six days a week, including Saturdays.

New Orleans, Louisiana

Deane Retirement Strategies is a fee-only fiduciary firm founded in 1993 that serves individuals and families planning for retirement. The firm employs both a CFP® and CFA® who collaborate on integrated financial planning and actively managed portfolio construction, overseeing approximately $250 million in client assets. Services include comprehensive financial planning, retirement income strategies, tax planning coordination, and estate planning consultation, with a stated focus on understanding client goals before implementing any investment strategy. The firm charges a tiered AUM fee starting at 1.25% and requires a minimum portfolio of $1 million.

Ruston, Louisiana

Meriwether Wealth & Planning is an independent registered investment adviser and fiduciary firm in Ruston, Louisiana offering investment management, retirement planning, and financial advisory services. The firm operates on a fee-based model and serves individual investors, including those in wealth-building phases through its Waypoints subscription program, as well as small and medium-sized businesses with employer plan administration, tax optimization, and valuation services. Services encompass portfolio management across various account types, comprehensive retirement planning, values-aligned investment strategies for faith-driven investors, and planning discussions covering debt, insurance, college savings, taxes, and estate planning.

Ruston, Louisiana

ELM Financial is a Ruston-based financial advisory practice run by Luke Madden, a financial advisor with over 20 years in insurance and financial services who holds FINRA Series 7, 65, and 63 registrations. The firm provides insurance analysis and planning services, along with broader financial guidance on tax, cash flow, estate strategies, and investment matters to families, professionals, and business owners. The practice is supported by a team including licensed administrators Pierson McDonald and Ben Smiley, and emphasizes a values-driven planning process that combines detailed financial analysis with plain-language recommendations.

Ruston, Louisiana

E Luke Madden operates Elm Financial in Ruston, Louisiana, offering financial planning with a focus on retirement planning and investment management. The firm serves successful families, professionals, and business owners, emphasizing a values-based approach that begins with clarifying clients' objectives before making financial decisions. Luke Madden holds FINRA Series 7, 65, and 63 licenses and has over 20 years of experience in financial services; he is supported by licensed office administrators Pierson McDonald and Ben Smiley. The practice has been established in Ruston for more than a decade.

Ruston, Louisiana

Raymond James is an investment advisory firm in Ruston, Louisiana. Services include Retirement Planning. The firm specializes in Small Business. Its advisors hold CLU credentials. The office has a wheelchair-accessible entrance. The office is open five days a week.

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.

Shreveport, Louisiana

Fulco Capital Management is a fee-only wealth management firm in Shreveport, Louisiana, founded by Walker Fulco, who serves as Investment Advisor. The firm offers financial planning, investment management, portfolio stress testing, and lending services to affluent families and small businesses, with a minimum account size of $250,000. Investment strategies are customized using in-house portfolio construction or institutional asset managers to address clients' specific objectives across equity and fixed income allocations.

Shreveport, Louisiana

TFG Financial, LLC is an estate planning and business succession firm founded in 1985 by Tim C. FitzGerald, MSFS, AEP, who specializes in serving closely held business owners and individuals. The firm provides insurance analysis, estate planning, business continuation, and retirement planning services, and partners with employee benefits consulting through Jason Weinland's jweinland Group Benefits to expand its service offerings. FitzGerald holds a Master of Science in Financial Services and has maintained membership in New York Life Insurance Company's Chairman's Cabinet since 1996, while also serving as an Investment Advisor Representative with Eagle Strategies LLC.

Shreveport, Louisiana

Poljak Group Wealth Management provides investment management and wealth management services to clients in Shreveport, Louisiana, with a focus on multi-generational relationships and strategies for asset preservation and growth. The firm emphasizes personalized service and leverages its team's education and industry credentials to support clients' financial objectives.

Shreveport, Louisiana

Lyons Capital Group is an SEC-registered investment adviser based in Shreveport, Louisiana, offering estate planning, investment management, and wealth management services. The firm operates across multiple states where it holds appropriate registration or exemptions, and its representatives maintain relevant professional designations and industry experience.

Shreveport, Louisiana

Raymond James & Associates is an investment advisory firm in Shreveport, Louisiana. Services include Retirement Planning. The firm specializes in Small Business. Its advisors hold CLU credentials. The office has a wheelchair-accessible entrance.

Shreveport, Louisiana

Otto Grozinger, Wealth Advisor - Eagle Strategies is an investment advisory firm in Shreveport, Louisiana. Services include Financial Planning. The office has a wheelchair-accessible entrance. The office is open five days a week.

Slidell, Louisiana

Insurance-Based

Northwestern Mutual is an insurance-based firm in Slidell, Louisiana. Services include Financial Planning, Insurance Analysis, and Investment Management. The firm specializes in Insurance Planning and Wealth Management. The office has a wheelchair-accessible entrance.

St Francisville, Louisiana

Young Investment Group is an investment advisory firm in St Francisville, Louisiana. Services include Investment Management. The office has a wheelchair-accessible entrance. The office is open five days a week.

Thibodaux, Louisiana

Southern Wealth Strategies, LLC is an investment advisory firm in Thibodaux, Louisiana. The office has a wheelchair-accessible entrance. The office is open five days a week.