Fiduciary advisors in Shreveport, LA

Shreveport, Louisiana

Fulco Capital Management is a fee-only wealth management firm in Shreveport, Louisiana, founded by Walker Fulco, who serves as Investment Advisor. The firm offers financial planning, investment management, portfolio stress testing, and lending services to affluent families and small businesses, with a minimum account size of $250,000. Investment strategies are customized using in-house portfolio construction or institutional asset managers to address clients' specific objectives across equity and fixed income allocations.

Shreveport, Louisiana

HMV Wealth Advisors is a wholly owned affiliate of Heard, McElroy & Vestal, LLC, an accounting and consulting firm with offices in Shreveport and Monroe, Louisiana and Longview, Texas. The firm provides investment management and wealth management services to businesses and individuals, operating under a fiduciary standard and using an evidence-based investment approach through its affiliation with Focus Partners Advisor Solutions. Services address concerns including tax minimization, estate planning, asset protection, and charitable giving strategies, with an investment philosophy emphasizing control of expenses and taxes rather than market timing.

Shreveport, Louisiana

Lyons Capital Group is an SEC-registered investment adviser based in Shreveport, Louisiana, offering estate planning, investment management, and wealth management services. The firm operates across multiple states where it holds appropriate registration or exemptions, and its representatives maintain relevant professional designations and industry experience.

Shreveport, Louisiana

Otto Grozinger, Wealth Advisor - Eagle Strategies is an investment advisory firm in Shreveport, Louisiana. Services include Financial Planning. The office has a wheelchair-accessible entrance. The office is open five days a week.

Shreveport, Louisiana

Poljak Group Wealth Management provides investment management and wealth management services to clients in Shreveport, Louisiana, with a focus on multi-generational relationships and strategies for asset preservation and growth. The firm emphasizes personalized service and leverages its team's education and industry credentials to support clients' financial objectives.

Shreveport, Louisiana

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

Shreveport, Louisiana

TFG Financial, LLC is an estate planning and business succession firm founded in 1985 by Tim C. FitzGerald, MSFS, AEP, who specializes in serving closely held business owners and individuals. The firm provides insurance analysis, estate planning, business continuation, and retirement planning services, and partners with employee benefits consulting through Jason Weinland's jweinland Group Benefits to expand its service offerings. FitzGerald holds a Master of Science in Financial Services and has maintained membership in New York Life Insurance Company's Chairman's Cabinet since 1996, while also serving as an Investment Advisor Representative with Eagle Strategies LLC.