Fiduciary advisors in New Orleans, LA

New Orleans, Louisiana

Atlas Wealth Management is a fee-based fiduciary firm in New Orleans serving families and businesses throughout Southeast Louisiana for over a decade. The firm offers investment management, financial planning, and insurance analysis, with access to approximately 50 insurance carriers and partnerships with major independent broker-dealers. Led by CFP® professionals holding the CLU credential, the firm constructs diversified portfolios, develops comprehensive retirement and financial plans, and provides coverage across life, health, disability, long-term care, property, and business insurance lines.

New Orleans, Louisiana

CAPTRUST is an investment advisory firm in New Orleans, Louisiana. Services include Investment Management. The firm specializes in Small Business and Wealth Management. Appointments are recommended. The office has a wheelchair-accessible entrance. The office is open five days a week.

New Orleans, Louisiana

Deane Retirement Strategies is a fee-only fiduciary firm founded in 1993 that serves individuals and families planning for retirement. The firm employs both a CFP® and CFA® who collaborate on integrated financial planning and actively managed portfolio construction, overseeing approximately $250 million in client assets. Services include comprehensive financial planning, retirement income strategies, tax planning coordination, and estate planning consultation, with a stated focus on understanding client goals before implementing any investment strategy. The firm charges a tiered AUM fee starting at 1.25% and requires a minimum portfolio of $1 million.

New Orleans, Louisiana

Insurance-Based

Jeffrey A. Russolino is a registered representative with New York Life in New Orleans, Louisiana, offering financial planning and insurance-based solutions. As part of New York Life, a mutual life insurance company established in 1845, he works with clients on life insurance products and financial guidance across areas such as retirement planning, education funding, and estate protection.

New Orleans, Louisiana

Wirehouse

Merrill Lynch Wealth Management is a wirehouse firm in New Orleans, 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 4.2-star rating from 5 Google reviews.

New Orleans, Louisiana

PlanSimple Financial Partners is an investment advisory firm in New Orleans, Louisiana. Services include Financial Planning. The office is open five days a week.

New Orleans, Louisiana

Prestenback Wealth Management is a financial advisory firm in New Orleans offering investment management and financial planning with a focus on retirement strategies. The firm's leadership includes advisors holding CFP®, CFA, and CPA credentials, supported by Dr. Duygu Zirek, Director of Investment Research & Client Strategy, who brings academic expertise in financial markets and asset pricing. The firm constructs portfolios using a mix of index ETFs, actively managed mutual funds, and individual stocks, and emphasizes transparent fee disclosure and personalized planning based on client circumstances.

New Orleans, Louisiana

RM Partners of Raymond James is an investment advisory firm in New Orleans, Louisiana. Services include Retirement Planning. The firm specializes in Small Business. Its advisors hold CLU credentials. The office has a wheelchair-accessible entrance.

New Orleans, Louisiana

Raymond James & Associates is an investment advisory firm in New Orleans, Louisiana. Services include Retirement Planning. The firm specializes in Small Business. Its advisors hold CLU credentials. The office has a wheelchair-accessible entrance.

New Orleans, Louisiana

Insurance-Based

Robert Seghers, Financial Advisor - Eagle Strategies is an insurance-based firm in New Orleans, Louisiana. Services include Financial Planning and Insurance Analysis. The firm specializes in Retirement Planning and Investment Management. The office is open six days a week, including Saturdays.

New Orleans, Louisiana

Selina Harrell, MBA, is a CFP® candidate and Series 65–licensed financial advisor based in New Orleans. She holds a bachelor's degree in finance from Southern University with a specialization in risk management and insurance, along with an MBA from the same institution. As director of the JECohen Financial Advisor Development Program, she established a fellowship initiative in 2024 to develop emerging professionals in wealth and investment management. Her practice emphasizes personalized guidance and engagement with underrepresented communities, with a stated focus on relationship-building and removing barriers to financial services access.

New Orleans, Louisiana

Upbeat Wealth is a fee-only fiduciary firm in New Orleans offering financial planning, investment management, estate planning, and risk management guidance. The firm works with clients across life transitions—from managing equity compensation and combining finances to caring for aging parents, starting families, and handling inheritances—integrating personal values into financial decision-making. The advisors focus on low-cost, tax-conscious investing and objective insurance recommendations aligned with clients' long-term goals.