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 New Orleans, LA 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".
Every New Orleans, LA Financial Advisor on FeeOnlyNetwork.com is Verified to be Fee-Only, Fiduciary, and Independent
John Rotonti
MBA
Bastion Fiduciary
New Orleans, LA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
We are a fee-only, fiduciary financial firm founded by veteran military officers, committed to disciplined processes, personal integrity, and transparent client relationships.
Gary Birdsall, Jr.
JD, CFP®
True Financial
New Orleans, LA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Education Funding, Student Loan Planning, Tax Planning, Insurance and Risk Management, Estate Planning, Business Owner Planning
Money is Complicated...We Make It Simple. Serving Houma, New Orleans and Baton Rouge and clients across the country.
Michael G. Rivas
CFP®, EA
Bienvenue Wealth LLC
New Orleans, LA
Specialties: Comprehensive Financial Planning, Retirement Planning & Distribution, Investment Management, College Education Planning, Tax Planning, Insurance & Risk Management, Estate Planning
We're fee-only fiduciary advisors with CFP®, CPA, and EA credentials in-house, so tax strategy runs through every decision, all year long. Built for New Orleans business owners and Gen X professionals who'd rather plan ahead than overpay later.
Eddy Jurgielewicz
CFP®
Upbeat Wealth
New Orleans, LA
Specialties: Comprehensive Financial Planning, Commingling Finances, Family Planning, Tax Planning, Liquidity Events, Real Estate Investing
We partner with driven young families through life’s milestones, aligning money with purpose. Offices in New Orleans, LA, serving clients locally and across the country.
Ryan Frailich
CFP®, CSLP®
Deliberate Finances
New Orleans, LA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
I help early inheritors confidently reimagine their financial futures.
Mike Turi
CFP®, APMA™®
Upbeat Wealth
New Orleans, LA
Specialties: Comprehensive Financial Planning, Commingling Finances, Family Planning, Tax Planning, Liquidity Events, Real Estate Investing, Prioritizing Cash Flow, Self-Employment Income
We partner with driven young families through life’s milestones, aligning money with purpose. Offices in New Orleans, LA, and Los Angeles, CA serving clients locally and across the country.
Sara Sroka
CPA, CFP®
Bienvenue Wealth LLC
New Orleans, LA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning, Insurance and Risk Management, Estate Planning
We're fee-only fiduciary advisors with CFP®, CPA, and EA credentials in-house, so tax strategy runs through every decision, all year long. Built for New Orleans business owners and Gen X professionals who'd rather plan ahead than overpay later.
Eric Johns
CFP®, MBA, EA, TPCP®
Equilibrium Financial Planning LLC
New Orleans, LA
Specialties: Tax Planning, Retirement Income Planning, Investment Planning, Cash Flow & Budget, Estate Planning, Insurance Planning, Comprehensive Financial Planning
Fee-Only financial planner located in Kenner, LA, serving clients locally and across the country
Jude Boudreaux
CFP®, GFP (USA)
The Planning Center
New Orleans, LA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Equity Compensation, Tax Planning, Family and Charitable Giving, Insurance & Benefits Review
At The Planning Center, we’ve been guiding individuals and families through all stages of life – growing wealth, building on life’s successes, and thriving in retirement. Serving clients across the country from multiple offices and virtual meetings.
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.
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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)
