Find a Financial Advisor in Monroe, LA

 

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

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We Only Work With The Best Monroe 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 Monroe, LA


  • Financial Advisor Close to Monroe, 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 Monroe, 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 Monroe, LA

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

  • Population: 48,241
  • % of Population 62 Years and Over: 18.2%
  • Average Home Value: $156,900
  • Average Monthly Housing Cost: $700
  • Average Household Income: $55,538
  • 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 Monroe, LA

 

ENTRUST INVESTMENT MANAGEMENT LLC

Website

(318) 322-7157

2401 Tower Drive

Monroe, LA 71201

SEC#: 801-56888
Years in Business: 22 years

GRAHAM, BORDELON, GOLSON & GILBERT, INC.

Website

(318) 322-7157

2401 Tower Drive

Monroe, LA 71201

SEC#: 801-25887
Years in Business: 35 years

ARGENT ADVISORS, INC.

Website

(318) 324-8000

1609 Stubbs Avenue

Monroe, LA 71201

SEC#: 801-60187
Years in Business: 20 years

ARGENT ADVISORS, INC.

Website

(318) 807-4541

2400 Forsythe Ave.

Monroe, LA 71201

SEC#: 801-60187
Years in Business: 20 years

GWM ADVISORS, LLC

Website

(318) 388-6042

1900 North 18th Street, Suite 804

Monroe, LA 71201

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

GWM ADVISORS, LLC

Website

(318) 737-7122

1651 Louisville Avenue
Suite 120
Monroe, LA 71201

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

ARGENT ADVISORS, INC.

Website

(318) 807-4541

2400 Forsythe Ave.

Monroe, LA 71201

SEC#: 801-60187
Years in Business: 20 years

SUMMIT FINANCIAL WEALTH ADVISORS, LLC

Website

(318) 323-3752

1890 Hudson Circle
Suite 1
Monroe, LA 71201

SEC#: 801-79686
Years in Business: 7 years

GWM ADVISORS, LLC

Website

(318) 388-6042

1900 North 18th Street, Suite 804

Monroe, LA 71201

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

 


Monroe, LA Financial Advisor FAQs

Whether the cost is renumerated hourly, monthly, or a long term contract, a financial advisor's value is determined by an analysis of both the client's demand for services and the time required to provide those services. The amount varies from client to client depending on their needs and risk profiles.
Yes. Financial advisors can help you manage your portfolio and ensure that you are not over-exposed to any one type of risky asset.
The following are a few questions that I would ask a financial advisor before making the decision to hire them. What is your plan for meeting my goals? How often will you update me on my progress? Will you have other professionals working with me within the company, or do I have to work through all of this by myself?
Hiring a financial advisor can be an expensive decision so it's important to know the best way to pay them. Some common distribution methods include hourly, by completed project or in one lump sum depending on your needs and preferences. We recommend reviewing your advisor's contract before hiring them for the first time because different advisors work differently.