Find a Financial Advisor in Covington, LA

 

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We did the hard work of finding trustworthy partners in Covington, LA.

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We Only Work With The Best Covington 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 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 Covington, LA


  • Financial Advisor Close to Covington, 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 Covington, 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 Covington, LA

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

  • Population: 10,372
  • % of Population 62 Years and Over: 21%
  • Average Home Value: $235,800
  • Average Monthly Housing Cost: $1,074
  • Average Household Income: $86,551
  • 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 Covington, LA

 

PERSONAL FINANCIAL ADVISORS, LLC

Website

(985) 898-0450

100 Tyler Street
#6
Covington, LA 70433

SEC#: 801-60845
Years in Business: 19 years

ASSET PLANNING SERVICES INC

Website

(985) 867-8679

509 W. 21st Avenue

Covington, LA 70433

SEC#: 801-29419
Years in Business: 34 years

BEAM ASSET MANAGEMENT, LLC

Website

(985) 893-1440

72096 Ramos Avenue
Suite D
Covington, LA 70433

SEC#: 801-60334
Years in Business: 20 years

MERCER GLOBAL ADVISORS INC.

Website

(985) 898-0450

100 Tyler Square
Suite 6
Covington, LA 70433

SEC#: 801-69271
Years in Business: 13 years

ADVISOR RESOURCE COUNCIL

Website

(985) 612-7600

100 Menetree Drive
Suite B
Covington, LA 70433

SEC#: 801-76667
Years in Business: 9 years

HARBOR FINANCIAL SERVICES, LLC

Website

(985) 892-6370

214 E Gibson St

Covington, LA 70433

SEC#: 801-65811
Years in Business: 15 years

ADVISORY SERVICES NETWORK, LLC

Website

(985) 635-0272

618 E. Rutland Street

Covington, LA 70433

SEC#: 801-71112
Years in Business: 11 years

MERCER GLOBAL ADVISORS INC.

Website

(985) 898-0450

100 Tyler Square
Suite 6
Covington, LA 70433

SEC#: 801-69271
Years in Business: 13 years

MERCER GLOBAL ADVISORS INC.

Website

(985) 898-0450

100 Tyler Square
Suite 6
Covington, LA 70433

SEC#: 801-69271
Years in Business: 13 years

 


Covington, LA Financial Advisor FAQs

A common task of financial advisors is helping clients with their investments. They provide advice in diversifying your investments while taking into consideration your personal financial situation.
Financial advisors can be a great asset to their clients, and if they're willing to take the risk for you and invest in your best interest, they can generate significant returns.
There are many ways that financial advisors get paid, and an advisor should be clear upfront as to what they're willing to take. The best way is a percentage of assets under management, where the payout equals a percentage of revenue generated by those assets.
Choosing the right person to get financial advice from can be difficult because there are many factors involved in making your decision. Is this person characterized by professionalism? Do they understand what you want or need? Are they honest?