Find a Financial Advisor in Baton Rouge, LA

 

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We did the hard work of finding trustworthy partners 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.

3rd Party Rankings

Our partners have been recognized by some of the best media publication sources like Bloomberg, Wall Street Journal, Financial Times, Marketwatch, Forbes, Barron’s, and many more

Conflict Free

Our partners will never sell investment products they receive a commission from

Experience

All of our partners have been in business for 10+ years

Education & Designations

All of our partners are advisors who hold the proper designations from FINRA

Trustworthiness

All of our partners meet the highest standard of trust with no outstanding disciplinary history from the SEC

 

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

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: 12 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: 15 years

SOUND INCOME STRATEGIES, LLC

Website

(225) 831-1394

4317 Bluebonnet Blvd
Suite B
Baton Rouge, LA 70809

SEC#: 801-80425
Years in Business: 7 years

GWM ADVISORS, LLC

Website

(225) 930-4677

6300 Corporate Blvd
Suite 120
Baton Rouge, LA 70809

SEC#: 801-79876
Years in Business: 7 years

 


Baton Rouge, LA Financial Advisor FAQs

You will want to talk with your accountant or CPA first. Financial advisors should have a good understanding of taxes, retirement plans, and wealth management.
Financial advisors typically come in different packages with prices based on the needs of the client.
Having a professional strategy from the beginning of your financial journey will help set up a path that leads to success . A financial planner can help structure short and long term goals making you less likely to run into problems down the road.
Financial advisors manage investments, plan for retirement needs and provide strategies to increase the quality of life now and in the future.