Fiduciary advisors in Baton Rouge, LA

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

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.

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

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

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

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

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

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

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

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

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

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.