Expertise.com

2024

Last updated:

Best Financial Advisors in Baton Rouge, LA

Our Recommended Top 19

We did the research for you!

  • Licensing
  • User Reviews
  • Mystery Shopping Calls

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

70Reviewed

49Curated

19Top Picks

Learn about our selection process.

Providers

featured provider = Featured Provider
SmartAdvisor by SmartAsset logo

SmartAdvisor by SmartAssetExpertise.com

Baton Rouge, 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

Baton Rouge, LA

Expertise.com Rating

Why choose this provider?

Need help contacting a Financial Advisor in Baton Rouge? 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.

Baton Rouge, LA 70809

Expertise.com Rating

Why choose this provider?

Ferro Financial is a fee-only fiduciary firm with offices in Baton Rouge and Metairie. It was founded by certified financial planner Shelley Ferro, a financial adviser with nearly three decades of industry experience. The company provides clients with tax preparation assistance, retirement planning strategies, financial planning solutions, and investment management services. Its financial review process helps answer client questions and identify strategies to meet each client's goals.

8550 United Plaza Boulevard, Baton Rouge, LA 70809

Expertise.com Rating

Why choose this provider?

Burns Estate Planning & Wealth Advisors is a financial advisory firm that serves the residents of Baton Rouge and the surrounding areas. It helps clients prepare for retirement through retirement income strategies, asset protection strategies, and IRA legacy planning. It also assists clients with investments, annuities, wills, and trusts. President and CEO Ernie Burns has been working in the retirement income planning industry for more than 25 years. He has been quoted in various publications, such as Fortune magazine, Bloomberg Businessweek, and Entrepreneur magazine.

  • Estate Planning

Baton Rouge, LA 70809

Expertise.com Rating

Review Sources

Facebook
5.0 (2)

Why choose this provider?

Hays Breard Financial Group is a comprehensive wealth management firm located in Baton Rouge with a goal of helping families and individuals retire, and stay retired. The company has a team of experienced professionals with over 75 years of combined, industry leading service. The managing partners, Ray Hays & Michael Breard have almost 40 years’ experience between the two of them. The advisors provide all-inclusive wealth management strategies, long-term retirement and estate planning assistance, business planning, college planning, tax planning for tax reduction, and certified financial planning to help clients implement their plans to achieve their goals and dreams.

Baton Rouge, LA 70809

Expertise.com Rating

Why choose this provider?

JCN Financial Investment & Tax Advisory Group has provided fiduciary advice to Baton Rouge clients since 2002. Clients receive customized investment planning strategies along with optimization of their current portfolios. The firm helps clients with long-term tax planning and tax reduction strategies. There are also retirement planning solutions to help clients plan for how to meet their long-term retirement goals. Finally, the company offers a number of financial education resources to help individuals learn to manage their assets.

8280 Ymca Plaza Drive, Baton Rouge, LA 70810

Expertise.com Rating

Why choose this provider?

Horizon Financial Group provides wealth management, investment management, and retirement planning services to clients in Baton Rouge. Its team of financial advisors helps to protect and grow assets for executives, business owners, physicians, and athletes. A diversified portfolio is built and managed by the team on a long-term basis. Clients have access to investment management services that the team performs. Company CEO Pete Bush is a Certified Financial Planner whose financial services career began in 1991.

  • Certified Financial Planner (CFP)

4137 South Sherwood Forest Boulevard, Baton Rouge, LA 70806

Expertise.com Rating

Review Sources

Facebook
5.0 (5)

Why choose this provider?

Schexnayder Wealth Advisors caters to clients in Baton Rouge who want to plan their finances. It offers various financial planning services to help individuals with their investments and finances. These services include retirement, education, legacy, business, and estate planning. It also helps clients apply for life, long-term care, and disability income insurance products. The company's founder, Nolan Schexnayder, is a certified public accountant and a personal financial specialist. Schexnayder is also the former chairman of the LPCA's Estate and Financial Planning Committee.

  • Retirement Planning
  • Insurance Products

4609 Bluebonnet Boulevard, Baton Rouge, LA 70809

Expertise.com Rating

Why choose this provider?

Olivier Group guides Baton Rouge clients in reaching their financial goals through a framework for success. The firm’s financial planning involves designing a plan that reflects the client’s complete financial picture. It addresses a client’s financial objectives and provides risk management planning. The firm’s investment management also involves a disciplined investment process. Olivier Group has been featured on Barron’s Hall of Fame, Forbes, and InvestmentNews. Its CEO, Chad Olivier, is a Certified Financial Planner. He gives practical advice on the local news segment, Money Talks.

  • Certified Financial Planner (CFP)

1 Smart Way, Baton Rouge, LA 70810

Expertise.com Rating

Review Sources

Facebook
5.0 (16)
Google
5.0 (2)

Why choose this provider?

Highland Wealth is a financial services firm that helps clients in the Baton Rouge area. The company offers financial planning solutions and assists clients with education and insurance planning. It likewise provides retirement planning and asset allocation services. The company also guides clients on tax and investment strategies and deals with estate planning services, like wills and trusts. Madison Dillard, the company's director of financial planning, is also a member of The Catholic High Men's Club.

  • Estate Planning
  • Retirement Planning

4870 Bluebonnet Boulevard, Baton Rouge, LA 70809

Expertise.com Rating

Review Sources

Google
5.0 (1)
Facebook
5.0 (1)

Why choose this provider?

Advisor.Investments is an SEC-registered investment management firm serving clients in Baton Rouge. It offers a wide range of services that include tax preparation, portfolio management, retirement planning, and financial planning. The firm focuses on serving individuals and families who are serious about investing. It has helped workers from a variety of companies, including Total S.A., ExxonMobil, and XTO. James Pope and Shane Haag established the firm as Diversified Investment Strategies, LLC, in 2005. The firm rebranded to its current name in 2017.

  • Retirement Planning

10723 North Oak Hills Parkway, Baton Rouge, LA 70810

Expertise.com Rating

Why choose this provider?

Since 2017, Align Wealth Partners has been managing and coordinating the financial affairs of its clients in Baton Rouge and the surrounding areas. The company's Certified Financial Planners has decades of combined experience to advise on various areas of wealth management, such as lifetime income planning, tax reduction strategies, education funding strategies, and business and succession planning. It focuses on working with entrepreneurs, divorcees, high-income professionals, and petrochemical industry professionals. Its wealth planner Milton Hamer III holds FINRA Series 7, 31 & 66 Securities Registrations.

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

5800 One Perkins Place, Baton Rouge, LA 70808

Expertise.com Rating

Why choose this provider?

Peters Wealth Advisors, LLC is an independent financial planning firm in Baton Rouge. The company serves families through wealth management services such as estate planning, insurance risk management, retirement planning, and planning for education funding. Business owners and organizations also benefit from services such as executive compensation and business planning in each stage: from startup to transfer. Peters Wealth Advisors, LLC was founded in 1982 by Bill Peters, who served as Rotary Foundation Board's Investment Committee Chair. He is a Certified Financial Planner.

  • Estate Planning
  • Retirement Planning
  • Tax Planning

4600 Sherwood Commons Boulevard, Baton Rouge, LA 70816

Expertise.com Rating

Review Sources

Google
5.0 (2)

Why choose this provider?

Legacy Wealth Partners is a financial services company based in Baton Rouge. Its team develops financial strategies that involve annuities, and the professionals work with attorneys and tax specialists during the process. Furthermore, they create retirement income and tax minimization strategies and offer asset protection and wealth accumulation assistance. Jason Doise, Legacy Wealth Partners' co-founder, is the president of the NAIFA Louisiana Chapter. He is also the former co-host of a weekly radio broadcast called Legacy Financial Hour.

  • Estate Planning
  • Retirement Planning

4626 Sherwood Commons Boulevard, Baton Rouge, LA 70816

Expertise.com Rating

Review Sources

Google
5.0 (2)

Why choose this provider?

Infinity Financial Group LLC is an independently owned financial advisory firm that caters to individuals and families in the Baton Rouge metro and the surrounding areas. It addresses clients' concerns and questions on education planning, investments, money allocations, retirement income, and taxes. Additionally, the firm offers services related to accounting, estate planning, and insurance. Nancy E. Tomasich, Infinity Financial Group owner, is a Chartered Financial Consultant with nearly 30 years of experience in the securities industry.

  • Estate Planning
  • Certified Financial Planner (CFP)
  • Estate and Trust Specialist

6513 Perkins Rd. Suite 106, Baton Rouge, LA 70808

Expertise.com Rating

Why choose this provider?

Capital South Wealth Management LLC is a financial advisory firm that serves individuals and families throughout the Baton Rouge area. The firm actively manages clients' portfolios and researches new investment opportunities on a daily basis. Capital South Wealth Management also offers insurance planning, special needs planning, and consulting services. Co-founders James Bayard and Ryan Gisclair both hold active Certified Financial Planner licenses. Between both of them, they hold a total of five high-level professional certifications.

8280 Ymca Plaza Drive, Baton Rouge, LA 70810

Expertise.com Rating

Review Sources

Google
5.0 (1)

Why choose this provider?

The Shobe Financial Group has been serving the residents of Baton Rouge and the surrounding areas for more than 35 years. It helps clients manage their financial lives through services such as investment planning and retirement planning. The firm also offers financial planning services for businesses. The professionals of The Shobe Financial Group have a combined industry experience of over 150 years. Its senior vice president Craig A. Kliebert has served as president of the Baton Rouge chapter of the Financial Planning Association.

  • Certified Financial Planner (CFP)

527 East Airport Avenue, Baton Rouge, LA 70806

Expertise.com Rating

Review Sources

Facebook
5.0 (2)
Google
4.0 (1)

Why choose this provider?

TWRU CPA & Financial Advisors is located in Baton Rouge and caters to homeowners in and around the city. Established in 1948, it examines the long-term expenses and outcomes of different client assets. These include retirement plans, insurance policies, stock options, and trust funds. It then helps them modify their plan to get tax returns and decrease annual expenses. The company is run by four partners and employs 15 different CPAs. The firm also caters to local businesses and international organizations.

  • Tax Planning

6300 Corporate Boulevard, Baton Rouge, LA 70809

Expertise.com Rating

Why choose this provider?

Goss Wealth Management offers financial planning services to its clients residing in Baton Rouge. It handles retirement planning, investment and portfolio management, income planning, and education funding for individuals, families, and business owners. Through investment management with LPL Financial, the firm gives clients access to equities, annuities, fixed income, mutual funds, exchange-traded funds, and alternative investments and recommends the next steps toward achieving their investment goals and minimizing the risk. It also oversees multi-generational finances through estate planning.

  • Retirement Planning
  • Insurance Products

Compare our Top Financial Advisors

NameExpertise RatingAddressPromotionsLearn more
SmartAdvisor by SmartAsset
Free Consultation
Ferro Financial
Burns Estate Planning & Wealth Advisors
8550 United Plaza Boulevard, Baton Rouge, LA 70809
Hays Breard Financial Group
JCN Financial Investment & Tax Advisory Group
Horizon Financial Group
8280 Ymca Plaza Drive, Baton Rouge, LA 70810
Schexnayder Wealth Advisors
4137 South Sherwood Forest Boulevard, Baton Rouge, LA 70806
Olivier Group
4609 Bluebonnet Boulevard, Baton Rouge, LA 70809
Highland Wealth
1 Smart Way, Baton Rouge, LA 70810
Advisor.Investments
4870 Bluebonnet Boulevard, Baton Rouge, LA 70809
Align Wealth Partners
10723 North Oak Hills Parkway, Baton Rouge, LA 70810
Peters Wealth Advisors LLC
5800 One Perkins Place, Baton Rouge, LA 70808
Legacy Wealth Partners
4600 Sherwood Commons Boulevard, Baton Rouge, LA 70816
Infinity Financial Group LLC
4626 Sherwood Commons Boulevard, Baton Rouge, LA 70816
Capital South Wealth Management LLC
6513 Perkins Rd. Suite 106, Baton Rouge, LA 70808
The Shobe Financial Group
8280 Ymca Plaza Drive, Baton Rouge, LA 70810
T | W | R | U CPAs & Financial Advisors
527 East Airport Avenue, Baton Rouge, LA 70806
Goss Wealth Management
6300 Corporate Boulevard, Baton Rouge, LA 70809

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.

  • When is the right time to submit an application for long-term care insurance in Jacksonville?

    The best time to purchase long-term care insurance in Jacksonville is between the ages of 40 and 60. After the age of 60, it becomes increasingly impossible to obtain coverage at all. It is crucial to ensure that your family has a solid financial plan in place for future long-term care bills.

  • What should the primary focus of your financial planning be in Baton Rouge if you are in your 30s?

    If you are in your 30s, managing your debt should be the main emphasis of your financial planning in Baton Rouge. If you have a mortgage, credit card debt, student loans, or other personal loans, you must have a strategy on how to pay them off. Consider raising your salary deferral if you have a job that allows for 401(k) participation. If you operate your own business, consider establishing a SEP or SIMPLE IRA to enable you to save more money annually for the future.

  • What should be the basis of your financial strategy in Baton Rouge?

    Understanding your projected retirement taxes, income, and living expenses forms the foundation of your financial plan in Baton Rouge. Your retirement plan should start with quantifying these figures on paper. Your retirement lifestyle should be based on your knowledge of how much money goes in, how much comes out, and how much is left for other expenses.

  • How should a retiree in Baton Rouge plan for a lengthy retirement?

    Knowing one's income and expenses will help a retiree in Baton Rouge plan for a long-term retirement. The retiree will have a better understanding of the amount that would cost them to sustain themselves during each year of retirement once these figures are measured and the overall picture is clear.

  • Should you seek the advice of a Baton Rouge financial counselor if you receive an inheritance?

    Yes. You can find out if your inheritance has any tax repercussions by speaking with a financial expert in Baton Rouge. Additionally, they might provide you with choices like investing, saving, traveling, buying a new home, financing your children's college tuition, or retiring early. However, keep in mind that there's no obligation to distribute your inheritance funds immediately, as doing so impulsively could restrict your opportunities in the future.

  • 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.