What do financial advisors do? A financial advisor can organize and simplify the complexities of your financial life through comprehensive financial planning, retirement planning, investment management and other services tailored to your needs. Working with a financial planner can help you make better financial decisions based on a professionally prepared plan and reduce the stress of life's transitions. Take the next step and find a financial advisor in the Louisiana area. Review the verified advisors below. Visit their websites. Contact them directly. Ask lots of questions. FeeOnlyNetwork.com will never collect your information to sell like advisor "matching services".
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Every Louisiana Financial Advisor on FeeOnlyNetwork.com is Verified to be Fee-Only, Fiduciary, and Independent
Jerry Broussard
CFP®
Broussard Financial Group, LLC
Lafayette, LA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Tax Planning, College Education Planning
Fee Only Financial Planner with offices in Kaplan and Lafayatte, LA and serving clients nationwide
Keith Deane
CFP®, CRC®, AIF®,
Deane Retirement Strategies
New Orleans, LA
Specialties: Financial and Retirement Planning, Discretionary Investment Management, Retirement Income Management, 401k Company Plans, IRA Rollovers
We are fee-only fiduciary Retirement Specialists integrating retirement financial planning with discretionary investment management and retirement income management. We serve greater New Orleans and Southeast Louisiana. Our new-client minimum is $1 million.
Linda Deane
CFP®, CRC®, AIF®,
Deane Retirement Strategies
New Orleans, LA
Specialties: Financial and Retirement Planning, Discretionary Investment Management, Retirement Income Management, 401k Company Plans, IRA Rollovers
We are fee-only fiduciary Retirement Specialists integrating retirement financial planning with discretionary investment management and retirement income management. We serve greater New Orleans and Southeast Louisiana. Our new-client minimum is $1 million.
Robert Morella
CPA/PFS
Apex Capital Management
Lafayette, LA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee Only Financial Planner Located in Lafayette, LA and Serving Clients Nationwide
Jude Boudreaux
CFP®
The Planning Center
New Orleans, LA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee Only Financial Planner Located in New Orleans, LA and Serving Clients Nationwide
Michael Rivas
CFP®, EA
Bienvenue Wealth LLC
New Orleans, LA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only Wealth Advisor in the heart of New Orleans
Sara Sroka
CPA, CFP®
Bienvenue Wealth LLC
New Orleans, LA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only Wealth Advisor in the heart of New Orleans
Mike Turi
CFP®, APMA®
Upbeat Wealth
New Orleans, LA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning, Real Estate Investing
Fee-Only financial planner located in New Orleans, LA, serving clients locally and across the country
Refine Your Search
Fee-Only Financial Advisors never earn commission or sell investment products.
Fee-Only:
Compensated only by the client without earning commission of any kind for product sales or referrals.Fiduciary:
Legally sworn and obligated to always place the interest of the client ahead of their own.Independent:
Not affiliated with any brokerage firm, bank, or insurance company.
Financial Advisor Checklist from the National Association of Personal Financial Planners (NAPFA)
