Fiduciary advisors in Ruston, LA

Ruston, Louisiana

E Luke Madden operates Elm Financial in Ruston, Louisiana, offering financial planning with a focus on retirement planning and investment management. The firm serves successful families, professionals, and business owners, emphasizing a values-based approach that begins with clarifying clients' objectives before making financial decisions. Luke Madden holds FINRA Series 7, 65, and 63 licenses and has over 20 years of experience in financial services; he is supported by licensed office administrators Pierson McDonald and Ben Smiley. The practice has been established in Ruston for more than a decade.

Ruston, Louisiana

ELM Financial is a Ruston-based financial advisory practice run by Luke Madden, a financial advisor with over 20 years in insurance and financial services who holds FINRA Series 7, 65, and 63 registrations. The firm provides insurance analysis and planning services, along with broader financial guidance on tax, cash flow, estate strategies, and investment matters to families, professionals, and business owners. The practice is supported by a team including licensed administrators Pierson McDonald and Ben Smiley, and emphasizes a values-driven planning process that combines detailed financial analysis with plain-language recommendations.

Ruston, Louisiana

Meriwether Wealth & Planning is an independent registered investment adviser and fiduciary firm in Ruston, Louisiana offering investment management, retirement planning, and financial advisory services. The firm operates on a fee-based model and serves individual investors, including those in wealth-building phases through its Waypoints subscription program, as well as small and medium-sized businesses with employer plan administration, tax optimization, and valuation services. Services encompass portfolio management across various account types, comprehensive retirement planning, values-aligned investment strategies for faith-driven investors, and planning discussions covering debt, insurance, college savings, taxes, and estate planning.

Ruston, Louisiana

Raymond James is an investment advisory firm in Ruston, Louisiana. Services include Retirement Planning. The firm specializes in Small Business. Its advisors hold CLU credentials. The office has a wheelchair-accessible entrance. The office is open five days a week.