Best Financial Advisors in New Orleans, LA

The Planning Center is a financial advisory firm with offices in various cities across the US, including New Orleans, Chicago, and Fresno. The company's certified financial planners provide various financial solutions, including asset and debt management, asset protection and preservation, investment management, and retirement planning. The Planning Center's professionals possess over 232 years of combined industry experience. Additionally, they provide tax planning and preparation, including corporate tax and trust tax returns.

Ferro Financial has been providing clients with outstanding comprehensive financial planning and investment advisory services for more than a decade. The New Orleans-area firm specializes in delivering objective, unbiased advice that helps clients discover the path to financial independence. Clients can rely on the team of financial professionals at Ferro Financial to provide the highest level of expertise while providing personalized service.

Bezou Financial Planning Group is a local investment firm that provides personalized financial planning services in New Orleans and nearby areas. Its team of financial advisors creates investment strategies tailored to clients' specific requirements. They offer retirement planning, lifestyle assessment, estate management, insurance strategy, and tax preparation. Jason Bezou, the firm's founder, decided to start his firm as he was handpicked by Capital One Investing and Woodbury Financial and other 33 advisors to continue handling their clients.

Creative Planning is an independent wealth advisory firm serving New Orleans. It offers financial planning solutions to help families and individuals save and invest appropriately, remain compliant with tax laws, and minimize cross-border taxes. The team also develops risk management and asset protection strategies based on each client's lifestyle. In addition, it handles matters involving charitable giving and wealth management. Peter Mallouk, the president and CEO, has been leading Creative Planning since 2004. He has been featured on CNBC and Fox Business.

First Security Financial Wealth Manager, Inc., is a company that serves individuals and businesses throughout the Greater New Orleans metro. It helps clients obtain financial freedom by providing them with a myriad of services, including investment management, long-term care, income, social security, and retirement planning. Michael Binger, the agency's senior portfolio manager, holds the CFA designation. He has appeared on several media channels like Bloomberg TV and CNBC and has also been quoted in Business Week, The Wall Street Journal, and Reuters.

TruWealth is a financial planning and wealth advisory firm serving the New Orleans metro. Its services include fiduciary financial planning, asset management, and asset planning. It has a team of financial specialists who are dedicated to giving unbiased advice and helping clients achieve their financial goals. The firm's founder, Charles L. Simmons, began his financial services journey in 1991. Over the years, he has received national recognition from various organizations, such as the Financial Times, Forbes, and Barron's Magazine.

Financial Consulting Group, Inc brings over 70 years of combined industry experience to provide financial guidance to individuals and business owners in New Orleans, Metairie, and nearby areas. Professionals assist clients in goal planning, executive solutions, and tax planning strategies, helping them prepare for future eventualities such as retirement, college, and charitable donations. It also designs investment portfolios according to each client's risk profile and financial goals. Financial Consulting Group, Inc manages over $260 million of assets for its clients.

Gulf Point Advisors is a financial services company that assists New Orleans residents. Its team, which has more than 130 years of collective industry experience, customize financial plans for clients, whether to preserve family wealth and protect assets or to respond to life transitions such as career changes or retirement. Furthermore, the financial advisors create and implement investment strategies. Gulf Point Advisors gives back to the community by supporting multiple organizations, including Homes of Hope for Children and The Redeemer's School.

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

Bill Hrapmann Wealth Advisor, Inc., is a financial services firm that serves residents of New Orleans and the surrounding metro areas. It has over 38 years of experience in asset management, retirement planning, portfolio rebalancing, and estate planning. Its professional financial advisors work to grow, secure, and pass on clients' wealth through wills, trusts, and tax planning. William "Bill" Hrapmann Jr., the company's president, has been in the financial services industry since 1982.

Bienvenue Wealth LLC is a registered investment advisor (RIA) firm that serves New Orleans and the surrounding communities. The company works closely with GenX investors — those in their 40s and 50s — to help them make informed financial decisions. Its broad spectrum of services includes executive compensation reviews, retirement and distribution planning, cash flow analysis, and risk and investment management. Michael G. Rivas founded the firm in 2010. He also previously served as vice president of BNP Securities USA.

Faubourg Private Wealth is a team of financial advisors serving clients in New Orleans and the surrounding areas. The team offers wealth management services, which include direct asset management, investment advisory services, and risk-conscious investing. They also provide fee-based financial planning, philanthropic planning, retirement planning, and tax planning services. Managing partner P. David Soliman is a Private Wealth Advisor and CPFA who has more than 15 years of experience in the financial services industry.

Since its formation over 20 years ago, Thirty North Investments, LLC has been providing high-net-worth individuals and their family members financial and investment guidance. The firm provides assistance in wealth management, retirement planning, and impact investing to maximize and protect wealth. Its investment professionals use evidence-based decision-making before allocating assets to specific investments. Managing principal, Suzanne T. Mestayer holds a CIMA certification. She also served on the board of the Federal Reserve of Atlanta.

Plan Wisely is a financial advisory firm in New Orleans that offers assistance in various areas, including IRAs, 401(k)s, and tax planning. The company focuses on providing solutions such as investment management, financial and retirement planning, and life insurance to help clients grow and protect their wealth. Erik Garcia, the firm's principal, is a Certified Financial Planner. He hosts a podcast entitled, "Building Us," which talks about people's relationships with the community and with money.

Next Choice Financial is a full-service credit education and building firm that serves the residents of New Orleans 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.