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2024

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Best Financial Advisors in New Orleans, LA

Our Recommended Top 17

We did the research for you!

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

88Reviewed

59Curated

17Top Picks

Learn about our selection process.

Providers

featured provider = Featured Provider
SmartAdvisor by SmartAsset logo

SmartAdvisor by SmartAssetExpertise.com

New Orleans, 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
  • Retirement Planning
  • Financial Planning
  • Investment Management

New Orleans, LA

Expertise.com Rating

Why choose this provider?

Need help contacting a Financial Advisor in New Orleans? 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.

2727 Prytania Street, New Orleans, LA 70130

Expertise.com Rating

Review Sources

Google
5.0 (1)

Why choose this provider?

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.

  • Estate Planning
  • Certified Financial Planner (CFP)

Baton Rouge, LA 70809

Expertise.com Rating

Why choose this provider?

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.

422 Harrison Avenue, New Orleans, LA 70124

Expertise.com Rating

Why choose this provider?

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.

  • Retirement Planning

3330 West Esplanade Avenue, Metairie, LA 70002

Expertise.com Rating

Why choose this provider?

Resource Management LLC is an advisory firm that focuses on providing a wide range of financial services to the residents of New Orleans and the surrounding areas. It offers family enterprise advising, asset management, and financial planning services that adhere to fiduciary standards. The firm's professionals also help solve complicated estate, tax, and investment issues, applying technical strategies to produce the desired result. The company has been recognized by the Financial Times as one of the top financial advisors in the U.S. for 7 consecutive years.

  • Certified Financial Planner (CFP)

3501 N Causeway Blvd Ste 101, Metairie, LA 70002
WebsiteLicense: 286470

Expertise.com Rating

Review Sources

Facebook
5.0 (7)
Google
5.0 (2)

Why choose this provider?

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.

  • Retirement Planning

701 Poydras Street, New Orleans, LA 70139

Expertise.com Rating

Review Sources

Facebook
5.0 (1)

Why choose this provider?

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.

  • Certified Financial Planner (CFP)

111 Veterans Memorial Boulevard, Metairie, LA 70005

Expertise.com Rating

Review Sources

Google
5.0 (4)

Why choose this provider?

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.

  • Certified Financial Planner (CFP)

639 Loyola Avenue, New Orleans, LA 70113

Expertise.com Rating

Review Sources

Google
5.0 (1)

Why choose this provider?

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.

  • Certified Financial Planner (CFP)
  • Tax Planning

111 Veterans Boulevard, Metairie, LA 70005

Expertise.com Rating

Why choose this provider?

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.

  • Estate Planning
  • Retirement Planning

4012 Lonesome Road, Mandeville, LA 70448

Expertise.com Rating

Why choose this provider?

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.

  • Certified Financial Planner (CFP)

1100 Poydras Street, New Orleans, LA 70163

Expertise.com Rating

Why choose this provider?

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.

  • Certified Financial Planner (CFP)

2800 Veterans Memorial Boulevard, Metairie, LA 70002

Expertise.com Rating

Review Sources

Yelp
5.0 (22)

Why choose this provider?

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.

  • Estate Planning
  • Certified Financial Planner (CFP)
  • Retirement Planning

1100 Poydras Street, New Orleans, LA 70163

Expertise.com Rating

Why choose this provider?

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.

  • Retirement Planning

3815 Macarthur Boulevard, New Orleans, LA 70114

Expertise.com Rating

Review Sources

Facebook
5.0 (8)

Why choose this provider?

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.

  • Estate Planning
  • Retirement Planning

New Orleans, 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 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.

Compare our Top Financial Advisors

NameExpertise RatingAddressPromotionsLearn more
SmartAdvisor by SmartAsset
New Orleans, LAFree Consultation
The Planning Center
2727 Prytania Street, New Orleans, LA 70130
Ferro Financial
Baton Rouge, LA 70809
Bezou Financial Planning Group
422 Harrison Avenue, New Orleans, LA 70124
Resource Management LLC
3330 West Esplanade Avenue, Metairie, LA 70002
First Security Financial Wealth Manager, Inc.
3501 N Causeway Blvd Ste 101, Metairie, LA 70002
TruWealth
701 Poydras Street, New Orleans, LA 70139
Financial Consulting Group, Inc
111 Veterans Memorial Boulevard, Metairie, LA 70005
Gulf Point Advisors
639 Loyola Avenue, New Orleans, LA 70113
Besselman Wealth Planners
111 Veterans Boulevard, Metairie, LA 70005
Bill Hrapmann Wealth Advisor, Inc.
4012 Lonesome Road, Mandeville, LA 70448
Bienvenue Wealth LLC
1100 Poydras Street, New Orleans, LA 70163
Faubourg Private Wealth
2800 Veterans Memorial Boulevard, Metairie, LA 70002
Thirty North Investments, LLC
1100 Poydras Street, New Orleans, LA 70163
Plan Wisely
3815 Macarthur Boulevard, New Orleans, LA 70114
Next Choice Financial
New Orleans, 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.

  • Why is diversification a critical component of a good financial plan in New Orleans?

    Diversification is a critical component of a good financial plan in New Orleans because it is very risky to put all of one's investments in a limited number of products and areas. If a particular sector of the market crashes and that's where all of one's bets are placed, years of hard work and toil can vanish in an instant.

  • How do bonds differ from stocks as investment instruments in New Orleans?

    In New Orleans, bonds are documents that are evidence of a debt that a company owes to the person who holds it. Stocks are proof of partial ownership in a corporation. Bonds are issued whenever a business wants to obtain funding from the general public but does not want to accumulate new shareholders who would dilute the value of every share of stock.

  • Why is it wise to make an estate plan in New Orleans even if death is far away?

    One should make an estate plan in New Orleans because death is not the only reason to make one. These documents also outline the steps to take when a person becomes physically or mentally incapable of administering personal and financial affairs. Issues like where to invest money and which parties to trust with cash are covered in a good estate plan.

  • What questions should one in New Orleans keep in mind when plotting a retirement plan?

    When plotting a retirement plan in New Orleans a resident must take note of what are the long-term care and health issues likely to be faced late in life. It is advisable to check how much money one has and if it will last through retirement. Social Security matters are also vital and vary depending on how soon a person stops working.

  • Is it advisable to buy long-term care insurance in New Orleans instead of relying on Medicare?

    Though long-term care insurance is complicated in New Orleans, it is advisable to get it instead of relying solely on Medicare to save on hassles later on. The latter product generally does not cover long-term health issues, and the costs associated with aging have to be paid straight from one's pocket.

  • 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.