
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.
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 will never sell investment products they receive a commission from
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All of our partners have been in business for 10+ years
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All of our partners are advisors who hold the proper designations from FINRA
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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
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Financial Advisor Close to Baton Rouge, LA
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All Advisors Must Meet Fiduciary Standard
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“Fee-Only” Compensation To Ensure Conflict-Free Advice
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Exemplary Disciplinary History
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Required Education and Designations
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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
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.
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.)
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The Top Financial Advisor Firms in Baton Rouge, LA
BERNHARD CAPITAL PARTNERS MANAGEMENT, LP
(225) 228-2500400 Convention Street
Suite 1010
Baton Rouge, LA 70802
SEC#: 801-80105
Years in Business: 7 years
GOODWOOD CAPITAL MANAGEMENT
(225) 706-15994750 Bluebonnet Blvd
Suite B
Baton Rouge, LA 70809
SEC#: 801-119214
Years in Business: 1 years
EVANS INVESTMENT ADVISORS, L.L.C.
(225) 761-78706713 Perkins Road
Baton Rouge, LA 70808
SEC#: 801-69405
Years in Business: 13 years
DENT WEALTH ADVISORS
(225) 922-9955301 Main Street, Ste. 1502
Baton Rouge, LA 70801
SEC#: 801-70786
Years in Business: 12 years
THE SHOBE FINANCIAL GROUP
(225) 763-70108280 Ymca Plaza Drive
Building 4
Baton Rouge, LA 70810
SEC#: 801-70323
Years in Business: 12 years
ABEL HALL, LLC
(225) 408-40009270 Siegen Lane, Suite 202
Baton Rouge, LA 70810
SEC#: 801-116674
Years in Business: 2 years
ADVISOR.INVESTMENTS
(225) 292-06874870 Bluebonnet Blvd.
Suite B
Baton Rouge, LA 70809
SEC#: 801-67260
Years in Business: 15 years
SOUND INCOME STRATEGIES, LLC
(225) 831-13944317 Bluebonnet Blvd
Suite B
Baton Rouge, LA 70809
SEC#: 801-80425
Years in Business: 7 years
GWM ADVISORS, LLC
(225) 930-46776300 Corporate Blvd
Suite 120
Baton Rouge, LA 70809
SEC#: 801-79876
Years in Business: 7 years
Baton Rouge, LA Financial Advisor FAQs
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Disclaimer: The above references an opinion and is for information purposes only. It is not intended to be investment advice. Seek a duly licensed professional for investment advice.