Find a Financial Planner in New Orleans, LA

 

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

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We Only Work With The Best New Orleans 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 New Orleans, LA


  • Financial Advisor Close to New Orleans, 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 New Orleans 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 New Orleans area, wealth managers are typically used by high-net-worth individuals or high-capital organizations.
Personal financial planners in New Orleans offer services that focuses primarily on helping clients establish, organize, and maintain their personal finances. This can take the form of managing their retirement accounts, investments, taxes, and other financial assets.
18.1% of New Orleans's population is of retirement age (62 years and older). For those individuals, the goal of retirement planning is to create a source of income for one’s retirement years. It starts with determining an individual’s retirement goals and then lays out a financial strategy to accomplish them. In the New Orleans area, this strategy might include income and expense planning, savings strategies, investing advice, and asset and risk management.
Estate planning is defined as the establishment of a legally compliant and comprehensive plan of action for the distribution of your asset base upon your death. In the New Orleans area, estate planning may also consist of legal documentation regarding who is allowed to make medical decisions on your behalf, should you become incapacitated, as well as funeral arrangements.
Business financial planning is the task of mapping out a path to achieving a business's financial goals. These goals are often expanded and reevaluated as the company grows, making financial planning for businesses in the New Orleans area an ongoing effort.
Tax planning is a service offered by qualified tax planners, financial advisors, and other financial professionals in the New Orleans area who determine what breaks are available to you to minimize your tax payments. 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 in the New Orleans area to create a financial planning strategy to protect your assets and heirs in the event of death or divorce. 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 New Orleans 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 New Orleans, 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 New Orleans, LA

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

  • Population: 390,845
  • % of Population 62 Years and Over: 18.1%
  • Average Home Value: $260,000
  • Average Monthly Housing Cost: $1,031
  • Average Household Income: $71,938
  • 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 New Orleans, LA


ST. DENIS J. VILLERE & CO., LLC

Website

(504) 525-0808

601 Poydras Street, Suite 1808

New Orleans, LA 70130

SEC#: 801-702
Years in Business: 80 years

WALTER C. FLOWER & CO., INC

Website

(504) 524-8276

408 Magazine Street

New Orleans, LA 70130

SEC#: 801-14116
Years in Business: 42 years

EQUITAS CAPITAL ADVISORS,LLC

Website

(504) 569-9600

365 Canal Street
Suite 3050
New Orleans, LA 70130

SEC#: 801-61979
Years in Business: 18 years

SISUNG INVESTMENT MANAGEMENT SERVICES LLC

Website

(504) 544-7700

201 St. Charles Avenue
Suite 4240
New Orleans, LA 70170

SEC#: 801-49929
Years in Business: 25 years

FREEGULLIVER, LLC

Website

(504) 899-0300

5500 Laurel Street

New Orleans, LA 70115

SEC#: 801-65870
Years in Business: 15 years

DEANE RETIREMENT STRATEGIES, INC.

Website

(504) 582-2345

2065 Energy Centre
1100 Poydras Street
New Orleans, LA 70163

SEC#: 801-68307
Years in Business: 13 years

STOKES FAMILY OFFICE LLC

Website

(504) 399-4100

1100 Poydras St
Ste. 1285
New Orleans, LA 70163

SEC#: 801-115261
Years in Business: 2 years

CRESCENT CAPITAL CONSULTING, LLC

Website

(504) 207-8555

1100 Poydras Street
Suite 1350
New Orleans, LA 70163

SEC#: 801-71795
Years in Business: 10 years

THIRTYNORTH INVESTMENTS, LLC

Website

(504) 528-3685

1460 Energy Centre
1100 Poydras Street
New Orleans, LA 70163

SEC#: 801-71921
Years in Business: 10 years

GOSS ADVISORS

Website

(504) 459-4391

858 Camp Street

New Orleans, LA 70130

SEC#: 801-79876
Years in Business: 6 years