Find a Financial Planner in Metairie, LA

 

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We Only Work With The Best Metairie 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 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 Metairie, LA


  • Financial Advisor Close to Metairie, 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 Metairie Help You?

Wealth managers are financial professionals who work to comprehensively build their clients' wealth. Wealth management incorporates nearly all areas of the client's financial life, from investments and asset planning to tax management, retirement, estate planning, and more. In the Metairie area, wealth managers are typically used by high-net-worth individuals or high-capital organizations.
Personal financial planning is a service in which a qualified financial planner provides advice, planning, and management services for their clients. The goal of these services in Metairie is to help clients better understand finance, map out a plan for future financial success, and offer expert assistance where necessary.
23.6% of Metairie'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 Metairie area can create a custom plan and walk with you each step of the way.
Estate planning involves much more than just setting up a will. In the Metairie area, it may involve setting up a trust and naming an executor, complying with estate tax law, updating insurance and retirement accounts, making funeral arrangements, and more. There are many ways to divy your estate, from directly giving to beneficiaries to funding future education accounts.
Business financial planning sets out the financial path a company takes to achieve its goals over a stated timeline. Business financial planning can be very granular, addressing specific projections for business expansion, equipment needs, staffing, resources, cash flow, and financing options in the Metairie area.
Through tax planning, clients can strategize how best to minimize their tax payments through deductions and write-offs. Tax planning in the Metairie 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 involves working with an attorney or financial advisor to create a financial planning strategy to protect your assets and heirs in the event of death or divorce. In the Metairie area, it typically includes updating wills and trusts, evaluating life insurances, long-term care arrangements, and creating inventories of bills, financial accounts, and other interests.
Debt consolidation is a good way to make high-interest debts more manageable. Advisors in the Metairie area can bundle high-interest loans together under more favorable financing terms. This often results in lower interest rates, or lower monthly payments.

 

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

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

  • Population: 142,135
  • % of Population 62 Years and Over: 23.6%
  • Average Home Value: $241,600
  • Average Monthly Housing Cost: $957
  • Average Household Income: $83,471
  • 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 Metairie, LA


FPL CAPITAL MANAGEMENT, LLC

Website

(504) 828-1969

3525 North Causeway Boulevard
Suite 633
Metairie, LA 70002

SEC#: 801-78875
Years in Business: 7 years

ADG WEALTH MANAGEMENT GROUP, LLC

Website

(504) 267-9880

433 Metairie Road, Suite 500

Metairie, LA 70005

SEC#: 801-81006
Years in Business: 6 years

TRUWEALTH ADVISORS, LLC

Website

(504) 779-7799

2700 Lake Villa Drive
Suite 200
Metairie, LA 70002

SEC#: 801-119073
Years in Business: 0 years

RESOURCE MANAGEMENT, LLC

Website

(504) 833-5378

3330 West Esplanade Ave
Ste 509
Metairie, LA 70002

SEC#: 801-55855
Years in Business: 22 years

CRESCENT STERLING LTD.

Website

(504) 885-1135

4415 Shores Drive
Suite 250
Metairie, LA 70006

SEC#: 801-41821
Years in Business: 28 years

REGATTA RESEARCH & MONEY MANAGEMENT L.L.C.

Website

(504) 831-4636

6620 Riverside Drive
Suite 207
Metairie, LA 70003

SEC#: 801-60383
Years in Business: 19 years

WEALTHHARBOR CAPITAL GROUP, LLC

Website

(504) 482-1962

433 Metairie Rd
Suite 500
Metairie, LA 70005

SEC#: 801-62721
Years in Business: 17 years

MARITIME PARTNERS, LLC

Website

(504) 264-5870

3838 N. Causeway Blvd.
Suite 3335
Metairie, LA 70002

SEC#: 801-119150
Years in Business: 0 years