Fiduciary advisors in Lafayette, LA

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

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

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

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

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.

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

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

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

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

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

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

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

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

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

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

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.