Find a Financial Planner in Shreveport, LA

 

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

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We Only Work With The Best Shreveport 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 Shreveport, LA


  • Financial Advisor Close to Shreveport, 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 Shreveport Help You?

Wealth management is a comprehensive financial service that focuses on building well-rounded wealth for clients. Typically used by high-net-worth individuals and organizations in the Shreveport area, wealth managers seek to attend to each client's individual needs while creating their comprehensive management plans. Wealth management may be performed by an individual, but is often performed by a small team.
Personal financial planning is a service offered by qualified financial experts who provide personalized plans and strategies to help clients achieve their financial goals. Financial planning may be more hands-on or hands-off, but strategies in Shreveport can include managing client retirement accounts, investments, tax plans, and more.
18.9% of Shreveport'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 Shreveport area can create a custom plan and walk with you each step of the way.
Estate planning is a process by which a financial advisor and/or estate lawyer in the Shreveport area helps you create and codify legal documentation to distribute your estate upon your death. It is best to start estate planning early to ensure that everything is accounted for.
Business financial planning is a service focused on helping businesses map out steps to achieve a financial goal over a set time. Business financial planning in the Shreveport area addresses the many needs a business has, such as staffing, PP&E (property, plant and equipment), intangible assets, investments, etc.
Tax planning refers to a service offered by qualified financial professionals who analyze your financial situation comprehensively and determine how best to use deductions and write-offs to minimize your tax payments. In the Shreveport area, tax planning is often included with other services like asset management, estate planning, and retirement planning. 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 Shreveport 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 and management is a service that can be performed by a qualified financial advisor in which they combine multiple existing loans into a single loan with more favorable financing terms. Advisors in the Shreveport area often use this strategy when clients have high-interest credit card debt or private student loans.

 

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

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

  • Population: 192,035
  • % of Population 62 Years and Over: 18.9%
  • Average Home Value: $159,200
  • Average Monthly Housing Cost: $817
  • Average Household Income: $62,756
  • 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 Shreveport, LA


ADKINS SEALE CAPITAL MANAGEMENT LLC

Website

(318) 703-3641

333 Texas Street, Suite 2235

Shreveport, LA 71101

SEC#: 801-77795
Years in Business: 8 years

PINNACLE ASSET MANAGEMENT GROUP, CORPORATION (INC.)

Website

(318) 221-7526

2020 Line Avenue

Shreveport, LA 71104

SEC#: 801-113976
Years in Business: 2 years

MAVEN ROYALTY MANAGEMENT, LLC

Website

(318) 698-0048

620 Texas Street
Suite 300
Shreveport, LA 71101

SEC#: 801-119087
Years in Business: 0 years