Find a Financial Planner in Baton Rouge, LA

 

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We Only Work With The Best Baton Rouge Financial Advisors

We Exclusively Work With Select Partner Firms Who Meet The Highest Standard of Excellence and Trust.

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Our partners have been recognized by some of the best media publication sources like Financial Times, Investor.com, Forbes, and Barron’s

Conflict Free

Our partners will also never sell proprietary investment products

Experience

All leads will be connected with a firm who has been in business for 20+ years

Education & Designations

All leads will be given to a certified CFP with designation from FINRA

Trustworthiness

All of our partners are credible — No conflicts of interest and no disciplinary history

 

Our Process for Choosing
An Independent Financial Advisor in Baton Rouge, LA

  • Financial Advisor Close to Baton Rouge, LA

  • All Advisors Must Meet Fiduciary Standard

  • “Fee-Only” Compensation To Ensure Conflict-Free Advice

  • Exemplary Disciplinary History

  • Required Education and Designations

  • Expertise with Client’s Specific Needs

 

How Can a CFP® in Baton Rouge Help You?

Wealth management is a comprehensive financial service that focuses on building well-rounded wealth for clients. Typically used by high-net-worth individuals and organizations in the Baton Rouge area, wealth managers seek to attend to each client's individual needs while creating their comprehensive management plans. Wealth management may be performed by an individual, but is often performed by a small team.
Personal financial planning focuses on organizing and optimizing a client's finances through risk management, debt reduction, investment management, and more. Some of the most common services in Baton Rouge include retirement planning, investment management, tax planning, estate planning, asset management, and debt management.
16.9% of Baton Rouge's population is of retirement age (62 years and older). Retirement planning for those individuals is designed to ensure that retirees are able to secure a stream of income for later in life. Many retirement plans provide a powerful framework for achieving this goal. If you are unsure of where to start, a retirement planner in the Baton Rouge area can create a custom plan and walk with you each step of the way.
In the Baton Rouge area, an estate plan consists of a set of legally binding documents that describe how your estate should be divided upon your death. The purpose of an estate plan is to eliminate any ambiguity regarding the line of inheritance for your estate once you are unable to arbitrate it yourself.
Business financial planning is a service focused on helping businesses map out steps to achieve a financial goal over a set time. Business financial planning in the Baton Rouge area addresses the many needs a business has, such as staffing, PP&E (property, plant and equipment), intangible assets, investments, etc.
Through tax planning, clients can strategize how best to minimize their tax payments through deductions and write-offs. Tax planning in the Baton Rouge area is generally long-term and performed with the help of a qualified planner. Tax planning strategies will differ depending on depending on where you live. Louisiana has unique laws defining which actions trigger a taxable event and has the 19th highest total tax burden in the U.S., including income, property, and sales tax.
Transition planning for divorce or loss of a spouse is a service offered by many financial advisors, planners, and other professionals in the Baton Rouge area. Typically, it includes updating wills and trusts, evaluating life insurances, long-term care arrangements, and creating inventories of bills, financial accounts, and other interests.
Debt consolidation and management is a service that can be performed by a qualified financial advisor in which they combine multiple existing loans into a single loan with more favorable financing terms. Advisors in the Baton Rouge area often use this strategy when clients have high-interest credit card debt or private student loans.

 

The Value of Working With the Best Financial Planners in Baton Rouge, LA

A good financial planner can increase your returns by as much as 3% annually.

Vanguard

$2,010,221.91
Without Advisor

$4,643,687.46
With Advisor

Assuming $350k initial investment at 6% annual growth vs 9% annual growth for 30 years.

Find a Fee-Only Financial Planner Near Baton Rouge, LA

We evaluated over 13,000 RIA firms to bring you the best of the best Baton Rouge financial advisors.
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How Retirement-Friendly is Baton Rouge, LA?

  • Population: 224,149
  • % of Population 62 Years and Over: 16.9%
  • Average Home Value: $189,800
  • Average Monthly Housing Cost: $864
  • Average Household Income: $70,902
  • Louisiana Total Tax Burden: 8.82% (19th Highest in U.S.)
  • Louisiana Property Tax: 1.93% (6th Lowest in U.S.)
  • Louisiana Individual Income Tax: 1.51% (13th Lowest in U.S.)
  • Louisiana Sales and Excise Tax: 5.38% (4th Highest in U.S.)


The Top Financial Advisor Firms in Baton Rouge, LA


BERNHARD CAPITAL PARTNERS MANAGEMENT, LP

Website

(225) 228-2500

400 Convention Street
Suite 1010
Baton Rouge, LA 70802

SEC#: 801-80105
Years in Business: 7 years

GOODWOOD CAPITAL MANAGEMENT

Website

(225) 706-1599

4750 Bluebonnet Blvd
Suite B
Baton Rouge, LA 70809

SEC#: 801-119214
Years in Business: 1 years

EVANS INVESTMENT ADVISORS, L.L.C.

Website

(225) 761-7870

6713 Perkins Road

Baton Rouge, LA 70808

SEC#: 801-69405
Years in Business: 13 years

DENT WEALTH ADVISORS

Website

(225) 922-9955

301 Main Street, Ste. 1502

Baton Rouge, LA 70801

SEC#: 801-70786
Years in Business: 11 years

THE SHOBE FINANCIAL GROUP

Website

(225) 763-7010

8280 Ymca Plaza Drive
Building 4
Baton Rouge, LA 70810

SEC#: 801-70323
Years in Business: 12 years

ABEL HALL, LLC

Website

(225) 408-4000

9270 Siegen Lane, Suite 202

Baton Rouge, LA 70810

SEC#: 801-116674
Years in Business: 2 years

ADVISOR.INVESTMENTS

Website

(225) 292-0687

4870 Bluebonnet Blvd.
Suite B
Baton Rouge, LA 70809

SEC#: 801-67260
Years in Business: 14 years