3 advisors with offices in Monroe. Credentials, fee structures, and minimums are disclosed on each listing.
Monroe, Louisiana
Candor Wealth Partners is an investment advisory firm based in Monroe, Louisiana, serving clients in English.
View detailsMonroe, Louisiana
Oglesby Financial Group is based in Monroe, Louisiana and offers financial planning and investment management services. The firm operates in English.
View detailsMonroe, Louisiana
Insurance-Based
Walter Lawrence is a New York Life agent based in Monroe, Louisiana, offering financial planning and insurance analysis services. English is spoken.
View detailsAdvisors serving Monroe 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.