Wealth Management in Baton Rouge, LA

We did the hard work of finding trustworthy partners in Baton Rouge, LA. Fill out the form to get connected.

Connect With a Wealth Manager


MSN Money
Business Insider
Yahoo Finance
Market Watch

List of Firms

Baton Rouge, LA Wealth Management Firms

SEC File# 801-80301
CRD# 153650
3 out of 5
Location 4208 Bluebonnet Blvd, Baton Rouge, LA 70809, USA
Phone (225) 201-9300
SEC File# 801-117306
CRD# 305233
Location 8550 United Plaza Blvd #702, Baton Rouge, LA 70809, USA
Phone (800) 308-4416
J. Robin Wealth Management LLC
Location 8568 Goodwood Blvd, Baton Rouge, LA 70806, USA
Phone (225) 960-2290
Marrero Wealth Management LLC
Location 18212 E Petroleum Dr Ste 2C, Baton Rouge, LA 70809, USA
Phone (225) 924-2794
TriCoast Wealth Management
Location 8675 Bluebonnet Blvd, Baton Rouge, LA 70810, USA
Phone (225) 292-5575
Peters Wealth Advisors, LLC
Location 5800 One Perkins Pl #8a, Baton Rouge, LA 70808, USA
Phone (225) 766-4885
Wealth Management in Baton Rouge, LA

Where Wealth Management Advisors in Baton Rouge, LA Serve

Baton Rouge, LA is a vibrant city with a rich history and plenty of landmarks to explore. The Louisiana State Capitol building is a must-see, with its towering structure and stunning views of the city. The USS Kidd, a World War II destroyer, is another popular attraction that offers a glimpse into the past. When it comes to top employers, Baton Rouge is home to several major companies, including ExxonMobil, Dow Chemical, and Louisiana State University. These companies provide a diverse array of job opportunities for locals and contribute to the city's thriving economy. Navigating Baton Rouge is easy thanks to its major highways and streets. Interstate 10 runs through the city, connecting it to other major cities across the country. Other important roads include Airline Highway, Florida Boulevard, and Perkins Road. Baton Rouge is also home to several distinct neighborhoods, each with its own unique character. Mid City is a popular area for young professionals, with a vibrant arts scene and plenty of trendy bars and restaurants.

Services Provided by Wealth Management Companies

Banks and Credit Unions

Residents of Baton Rouge, LA can benefit from a bank in various ways. Firstly, banks can provide financial assistance to those who require it, such as loans and mortgages. This is particularly important in Baton Rouge, where the cost of living is high, and many residents may require financial support to purchase a home or start a business. Additionally, banks can offer savings accounts and investment options, which can help residents build wealth and plan for their future. Moreover, banks can provide access to financial education and resources, which can be especially helpful for those who may not have had the opportunity to learn about money management. With the right support from a bank, residents of Baton Rouge can achieve their financial goals and improve their overall quality of life.

Insurance Broker

Residents of Baton Rouge, LA can benefit from the services of an insurance broker in several ways. For instance, an insurance broker can assist residents in finding the best insurance policies that cater to their specific needs. With Baton Rouge being prone to natural disasters such as hurricanes and floods, insurance brokers can help residents obtain insurance policies that provide adequate coverage for such occurrences. Insurance brokers can also help residents navigate the complex world of insurance policies and regulations, ensuring that they understand the terms and conditions of their policies. Additionally, an insurance broker can help residents save money by comparing rates and policies from different insurance providers, ultimately helping them find the best coverage at an affordable price. With the help of an insurance broker, residents of Baton Rouge can rest assured that their insurance needs are well taken care of.

Retirement Planning

Residents of Baton Rouge, LA can benefit greatly from the services of a retirement planner. The city has a diverse population with varying financial backgrounds, making it a complex environment for planning for retirement. A retirement planner can help individuals navigate the intricacies of retirement planning, such as determining the appropriate investment strategies, identifying tax-efficient saving options, and developing a comprehensive retirement income plan. Additionally, Baton Rouge is prone to natural disasters, such as hurricanes and flooding, which can have a significant impact on retirement savings. A retirement planner can assist residents in creating a contingency plan to ensure their retirement savings are protected in the event of a disaster. Overall, a retirement planner can provide invaluable guidance and support to Baton Rouge residents as they plan for a financially secure retirement.

Financial Advisor

Residents of Baton Rouge, LA could greatly benefit from the guidance of a financial advisor in a myriad of ways. With the city's economy being heavily reliant on the petrochemical industry, many individuals may find themselves in need of assistance with managing their finances during times of industry fluctuation. Additionally, Baton Rouge is home to Louisiana State University, which means that there is a large population of college students and recent graduates who could benefit from advice on student loan debt, budgeting, and investing. Furthermore, the city has a high poverty rate, with nearly a quarter of the population living below the poverty line. A financial advisor could provide valuable resources and strategies for those struggling to make ends meet, such as creating a budget, finding ways to save money, and identifying potential sources of income. Overall, a financial advisor could play a crucial role in helping the diverse population of Baton Rouge navigate their financial futures.

Mortgage Loan Officer

Residents of Baton Rouge, LA can benefit from the expertise of a mortgage loan officer in several ways. Firstly, with the city's rising real estate market, a mortgage loan officer can help residents secure the best possible interest rates and loan terms to purchase their dream homes. Secondly, Baton Rouge is home to several universities and colleges, and a mortgage loan officer can assist families in securing student loans or refinancing existing ones to ease the burden of student debt. Additionally, with Baton Rouge's susceptibility to natural disasters such as hurricanes and floods, a mortgage loan officer can help residents understand and navigate insurance policies and disaster relief loans. Overall, the guidance and support of a mortgage loan officer can be invaluable for Baton Rouge residents looking to achieve their financial goals and secure their futures.

Tax Services

Residents of Baton Rouge, LA can benefit from the expertise of a tax advisor in numerous ways. Tax advisors can help residents navigate the complex tax laws and regulations specific to Louisiana. For instance, tax advisors can provide guidance on state and local tax compliance, including sales and use tax, franchise tax, and property tax. They can also assist with tax planning and preparation, helping residents maximize their deductions and minimize their tax liabilities. Furthermore, tax advisors can provide advice on estate planning and wealth management, ensuring that residents' assets are protected and passed down to their heirs in the most tax-efficient manner. With Baton Rouge's thriving economy and diverse population, the need for tax advisors who understand the unique tax issues facing residents of the city is more important than ever.

Estate Planning Lawyer

Residents of Baton Rouge, LA can benefit from the services of an estate planning lawyer in many ways. One of the most common ways is by helping them create a comprehensive estate plan that takes into account their unique circumstances and goals. This can include drafting a will, establishing trusts, and creating powers of attorney. Additionally, an estate planning lawyer can assist with navigating the complex tax laws in Louisiana, which can be especially challenging in Baton Rouge due to the city's unique economic landscape. Furthermore, an estate planning lawyer can help residents of Baton Rouge protect their assets from potential creditors and ensure that their loved ones are provided for after they pass away. With the help of an experienced estate planning lawyer, residents of Baton Rouge can have peace of mind knowing that their affairs are in order and their wishes will be carried out according to their wishes.

Baton Rouge, LA Financial Resources

Baton Rouge, LA Chamber of Commerce


Baton Rouge, LA City Hall


Baton Rouge, LA Public Library



Comprehensive Wealth Management FAQs