Fiduciary advisors in Metairie, LA

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.

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

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

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

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

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.