LA · Covington

Fiduciary advisors in Covington, LA

4 advisors with offices in Covington. Credentials, fee structures, and minimums are disclosed on each listing.

4 listed

4 results in Covington

Aspyra Wealth Management

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.

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Bret Posner, Agent - New York Life

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.

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Gregory Shelton, Financial Services Professional - New York Life

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.

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Texada Wealth Management

Covington, Louisiana

Investment Management Wealth Management

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.

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Financial advisors in Covington, Louisiana

Advisors serving Covington specialize in a range of services — retirement planning, tax strategy, estate planning, and investment management among them. Local practice context (Louisiana's tax climate, industry concentration, and cost of living) shapes which specialties are most common; each listing discloses its focus.

Before hiring any advisor, verify their registration on FINRA BrokerCheck or the SEC IAPD, confirm fiduciary status in writing, and review the Form ADV Part 2A (the plain-English fee brochure). We link to both regulators from every advisor detail page.

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