Find a Financial Advisor 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.

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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 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

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: 26 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: 14 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: 11 years

THIRTYNORTH INVESTMENTS, LLC

Website

(504) 528-3685

1460 Energy Centre
1100 Poydras Street
New Orleans, LA 70163

SEC#: 801-71921
Years in Business: 11 years

 


New Orleans, LA Financial Advisor FAQs

A financial advisor will work with you to draw up a plan that will both help you meet your short-term and long-term goals while minimizing any possible financial strain, such as unexpected emergencies. Ultimately, the goal of every competent advisor is to insure that their clients live happy and comfortable lives without too much worry about money, which should be something we all aspire to achieve at some point in our lives.
I would recommend having the advisor explain his or her investment strategy, which should include how much risk they are comfortable taking on and what their plans for investments might be. I would also ask about the penalties if you do not adhere to their recommendations. Finally, ensure that your investments are being managed in an ethical way.
Most people need a financial advisor. We all have unique needs that play into where we allocate our money, and a trained professional will be able to help you reach your individual goals.
Talk to an advisor at your bank or financial institution. Talk to your friends and relatives, see if they have any recommendations. Do a Google search for find a financial advisor with the town you are located in often yields results for this kind of service.