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2024

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Best Financial Advisors in Metairie, LA

Our Recommended Top 10

We did the research for you!

  • Licensing
  • User Reviews
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Our goal is to connect people with the best local professionals. We scored Metairie Financial Advisors on more than 25 variables across five categories, and analyzed the results to give you a hand-picked list of the best.

42Reviewed

29Curated

10Top Picks

Learn about our selection process.

Providers

featured provider = Featured Provider
SmartAdvisor by SmartAsset logo

SmartAdvisor by SmartAssetExpertise.com

Metairie, LA
Free Consultation

Expertise.com Rating

Why choose this provider?

SmartAsset's free, five-minute tool makes it easy to find qualified financial advisors in your area. The exclusive tool uses a quick survey to help SmartAsset's exclusive algorithm match you with up to three advisors based on your specific financial needs. Each advisor is a fiduciary, legally bound to work in your best interest, and rigorously vetted by SmartAsset. You can speak with each for free, sometimes within a matter of minutes, and choose whom you want to work with. Hundreds of thousands of smart investors and retirees have already used SmartAsset's simple, no-cost service to find the right financial advisors for them.

  • Estate Planning
  • Financial Planning
  • Investment Management
  • Retirement Planning

Metairie, LA

Expertise.com Rating

Why choose this provider?

Need help contacting a Financial Advisor in Metairie? Call our Concierge team at 848-Book-Pro (848-266-5776 from 6 am - 4 pm PT | Mon - Fri). They are standing by to help you get the service you need.

2121 North Causeway Boulevard, Metairie, LA 70001

Expertise.com Rating

Why choose this provider?

Ferro Financial, LLC, is a fiduciary firm that offers comprehensive financial planning and investment management services aligned with the objectives of clients. Established in 2006, the firm also provides retirement planning services and financial coaching. Founder and president Shelley Ferro holds multiple professional credentials, such as the Certified Financial Planner designation, which she had for more than 15 years. She is also an Enrolled Agent. Ferro and her team cater to clients in Metairie and the Greater New Orleans and Baton Rouge areas

  • Estate Planning

3445 North Causeway Boulevard, Metairie, LA 70002

Expertise.com Rating

Review Sources

Facebook
5.0 (2)
Google
5.0 (1)

Why choose this provider?

Compass Capital Management is a firm that assists individuals and business owners in Metairie with investment management and financial planning. With decades of experience under its belt, the company guides its clients in estate planning, asset allocation, investments, retirement programs, and business succession strategies. It also has stocks, bonds, mutual funds, brokerage accounts, and variable annuities. Additionally, the firm works with different organizations to provide life, disability, group medical, key employee, and long-term care insurance products.

  • Certified Financial Planner (CFP)

2700 Lake Villa Drive, Metairie, LA 70002

Expertise.com Rating

Review Sources

Facebook
5.0 (8)

Why choose this provider?

TruWealth Advisors provides financial services to clients in Metairie. The firm offers options for financial planning, estate planning, and asset management. It serves as a fiduciary and assists clients in building their personal portfolios. It proffers financial counsel to clients seeking guidance in handling their financial plans. Founder of TruWealth Advisors Charles L. Simmons has been operating in the financial services industry for 30 years. He has received recognition from institutions such as Forbes and the Financial Times.

  • Estate Planning
  • Certified Financial Planner (CFP)

111 Veterans Boulevard, Metairie, LA 70005

Expertise.com Rating

Why choose this provider?

Besselman Wealth Planners is a wealth management firm catering to individuals and businesses in Metairie. Its services include investment management and financial guidance for retirement, estate, insurance, and college. Additionally, the firm assists with IRAs and its corporate investment advisors offer help with business continuation planning and key man life insurance. Its president, Patricia Ann Besselman-Main, has been in the industry for over 15 years. She is a Certified Financial Planner and a recipient of the 2014 Gambit Magazine's 40 Under 40 award.

  • Retirement Planning
  • Insurance Products

2800 Veterans Memorial Boulevard, Metairie, LA 70002

Expertise.com Rating

Review Sources

Google
4.0 (4)

Why choose this provider?

Faubourg Private Wealth delivers financial solutions to clients in Metairie and its surrounding areas. It offers a variety of holistic financial planning options, including estate planning, tax planning, investment advisory, business planning, hourly consulting, and special legislative alerts. Additionally, it has wealth management services like direct asset management, risk-conscious investing, and collateralized lending against investments. The company also handles Individual retirement accounts, cash and banking, retirement plan consulting, and trust. P. David Soliman, its managing partner, is a Certified Plan Fiduciary Advisor.

  • Estate Planning
  • Certified Financial Planner (CFP)
  • Insurance Products

111 Veterans Memorial Boulevard, Metairie, LA 70005

Expertise.com Rating

Review Sources

Google
5.0 (4)

Why choose this provider?

Financial Consulting Group, Inc., is a Metairie independent firm with over 70 years of combined experience developing wealth management plans and supporting clients in visualizing and understanding their retirement income options. Asset Management, estate and charitable planning, financial planning, retirement planning, college planning, and tax planning are some of the services offered by the company to its clients. Darren Olivio, the firm's manager, is a financial planner who has been assisting customers with retirement, wealth management, income planning, and legacy planning for over 17 years.

  • Certified Financial Planner (CFP)

3421 North Causeway Boulevard, Metairie, LA 70002

Expertise.com Rating

Review Sources

Google
4.0 (3)

Why choose this provider?

Founded in 1994, Sloan Financial Services, LLC offers professional advice to people looking to manage their wealth. The firm serves families and individuals in Metairie with the full gamut of financial management services, including investment and retirement planning, risk management, and estate conservation. Its financial advisors aim to develop a cohesive financial strategy that allows clients to achieve both short- and long-term goals. The company's founder, Jack L. Sloan, is a Certified Financial Planner and serves on the Board of the Jefferson Chamber of Commerce.

  • Certified Financial Planner (CFP)

Metairie, LA

Expertise.com Rating

Review Sources

Facebook
5.0 (34)
Google
5.0 (5)

Why choose this provider?

Next Choice Financial is a full-service credit education and building firm that serves the residents of Metairie and the surrounding areas. Its team helps individuals build their credit accounts by disputing inaccurate or unverifiable information. It disputes items such as inquiries, late payments, charge-offs, collections, and medical bills. Clients are also provided with credit profile builder tools and services through the company's 24/7 client portal. Other services offered include credit monitoring. Next Choice Financial was established in 2020.

Compare our Top Financial Advisors

NameExpertise RatingAddressPromotionsLearn more
SmartAdvisor by SmartAsset
Metairie, LAFree Consultation
Ferro Financial, L.L.C.
2121 North Causeway Boulevard, Metairie, LA 70001
Compass Capital Management
3445 North Causeway Boulevard, Metairie, LA 70002
TruWealth Advisors
2700 Lake Villa Drive, Metairie, LA 70002
Besselman Wealth Planners
111 Veterans Boulevard, Metairie, LA 70005
Faubourg Private Wealth
2800 Veterans Memorial Boulevard, Metairie, LA 70002
Financial Consulting Group, Inc
111 Veterans Memorial Boulevard, Metairie, LA 70005
Sloan Financial Services, LLC
3421 North Causeway Boulevard, Metairie, LA 70002
Next Choice Financial
Metairie, LA

FAQs

  • Introduction

    There are many titles for financial professionals, so it's challenging to track what each one means. A financial advisor is probably the term you've heard most often. Financial advisor is a broad term for a professional who helps individuals or companies manage their finances, including investment choices. There are over 100 certifications that financial advisors can obtain.

    • Financial planners, wealth managers, and investment advisors are all financial advisors with different focus areas.
    • A financial planner helps an individual or a company make a plan to achieve long-term financial goals.
    • A wealth manager helps individuals maintain their wealth through various disciplines and services, such as taxes, estate planning, and investment advice.
    • An investment advisor offers investment advice and recommendations to individuals or organizations.
    There’s a misconception that you have to be extremely wealthy to use a financial advisor. In reality, they can be beneficial for people from any income level. Keep reading to find answers to the most commonly asked questions about financial advisors, so you know which type can fit your specific needs.

  • What is required minimum distribution, and how will your beneficiaries in Metairie be affected by it?

    Required minimum distributions (RMDs) are the minimum annual withdrawals from your retirement accounts in Metiairie once you reach 72 years old. If your spouse is the beneficiary and is not within the minimum age for withdrawal, they can delay receiving distributions by transferring an inherited IRA or employee plan into an IRA under their name. Additionally, non-spouse beneficiaries may choose to extend payment periods beyond their life expectancy, and trust beneficiaries' payouts may depend on the oldest beneficiary's age.

  • How do you ensure that your charity donations from your required minimum distributions are tax-free if you are a low-income earner in Metairie?

    Qualified charity donations from low-income individuals in Metairie come with a variety of tax incentives, including deductions, exemptions, and credits that may either be reduced or completely removed. While different IRA distributors follow various guidelines on donation delivery, the rule of thumb is no more than $100,000 worth of annual tax-free donations. This means you can support many organizations as long as you keep the donations to a maximum of $100,000.

  • How are financial advisors different from financial planners in Metairie?

    Financial advisors are professionals who manage people's money, while financial planners help individuals and organizations with their long-term financial goals. Financial advisors in Metairie may include brokers, investment managers, bankers, and insurance agents. While both are required to pass examinations conducted by the Financial Industry Regulatory Authority (FINRA), they are not certified to the same level. Additionally, financial advisors are mandated to hold a FINRA Series 65 license if they plan to work with the public.

  • How can a financial advisor assist women in Metairie who are going through a divorce?

    There are specific financial advisors in Metairie who specialize in divorce matters. Certified Divorce Financial Analysts (CDFAs) assist women in their financial decisions surrounding divorce and how it impacts their lives in the long run. They work with attorneys, mediators, and therapists as additional support and representation to help make the process simpler and equitable to both parties. CFDAs help them divide assets and fulfill their financial goals as a newly single mother.

  • What is a bear market, and how should investors in Metairie handle it?

    A bear market is an extended decline in investment prices, which happens when the broad market index declines by 20% or more from its most recent high. This is usually caused by key economic signals, such as inflation, interest rates, and wage growth. Investors in Metairie should weigh the odds and invest in those with higher probabilities. Additionally, they should defend their portfolios by putting money into less volatile investments and income-producing equities.

  • Are financial advisors worth it?

    Whether or not a financial advisor is worth it depends on your personal situation. If your finances are fairly straightforward, then you may be better off handling it on your own. But if you have substantial assets or a complex investment portfolio, then hiring someone to handle it for you can be well worth the cost.