Best Financial Advisors in Baton Rouge

2021

Abel Hall

• Certified Financial Planner (CFP)

Abel Hall is a wealth management firm that caters to families and individuals in Baton Rouge. Its financial advisors help clients quantify their goals, craft long-term plans, and fund the plans with long-term portfolios. They are also focused on coaching clients to continue working on their plans despite their fears of investing. One of the firm's advisors is Leo Abel, who is a Certified Financial Planner. He has been in the financial services industry since 1993.

Advisor.Investments

• Retirement Planning

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.

Align Wealth Partners

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

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.

Apple Guerin Company LLC

• Retirement Planning
• Tax Preparation

Apple Guerin Company LLC is a CPA firm operating in Baton Rouge. It provides financial advice and strategies to individuals and business owners for various aspects, including retirement planning, business management, bookkeeping, startup consulting, and tax preparation. Its team of CPAs and business advisors specializes in guiding dental and medical professionals with their financial planning. Advisor Todd J. Guerin has over 30 years of industry experience. He focuses on helping small and medium-size businesses with their tax and financial needs.

Burns Estate Planning & Wealth Advisors

• Estate Planning

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.

Capital South Wealth Management LLC

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.

Centura Advisors

• Estate Planning
• Retirement Planning

Centura Advisors offers financial services to Baton Rouge residents. This independent firm provides guidance in finance management, retirement planning, estate planning, and advanced tax strategies. The firm also assists clients in evaluating options for charitable donations and life insurance and long-term care plans. Thomas C. Besselman, Jr., the principal of the firm, is a specialist in wealth management and 401(k) plans for businesses. Centura Advisors has been serving clients for almost two decades.

Dent Wealth Advisors

With over 90 years of combined experience, Dent Wealth Advisors is a fiduciary financial advisory firm that serves clients in Baton Rouge. The firm offers financial and retirement planning. It also manages client portfolios, including buying and selling securities. Investment recommendations are likewise available. The firm’s principal, Fred Dent, is a certified chartered financial analyst with over 33 years of experience in the financial planning business. He is also the resident financial analyst and commentator on WAFB-TV's segment, Dollars and Dent.

Evans Investment Advisors, LLC

• Retirement Planning
• Certified Financial Planner (CFP)

Evans Investment Advisors, LLC, provides financial advising services to clients in Baton Rouge and the surrounding areas. It specializes in creating strategies to help individuals with their investments, assets, and financial goals. It also offers tax-sensitive investments and style allocation recommendation services. In addition, it handles estate and retirement planning to protect and secure the properties and income of clients. Its founder, Wade Evans, is a Certified Retirement Income Professional and a Certified Financial Planner with over 35 years of experience in the industry.

Ferro Financial

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.

Goss Wealth Management

• Insurance Products
• Retirement Planning

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.

Graf Financial L.L.C.

• Certified Financial Planner (CFP)

Graf Financial L.L.C. is an investment advisory company that caters to individuals and trusts in Baton Rouge. It offers a variety of financial planning services, including retirement planning, investment management, asset allocation, equity selection, and fixed income investing. It analyzes and guides clients in choosing personal debt options, such as home mortgages and equity loans. Clients receive a quarterly investment performance report, an annual newsletter, and occasional email alerts about the progress of their investment accounts. Founder Helen E. Graff is a CFA Institute member.

Hays Breard Financial Group

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.

Highland Wealth

• Estate Planning
• Retirement Planning

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.

Horizon Financial Group

• Certified Financial Planner (CFP)

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.

Infinity Financial Group LLC

• Estate Planning
• Insurance Products
• Estate And Trust Specialist
• Certified Financial Planner (CFP)

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.

JCN Financial Investment & Tax Advisory Group

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.

Legacy Wealth Partners

• Estate Planning
• Retirement Planning

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.

Olivier Group

• Certified Financial Planner (CFP)

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.

Peters Wealth Advisors LLC

• Estate Planning
• Retirement Planning
• Tax Planning

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.

Poulter Investment Advisors

Poulter Investment Advisors is a Baton Rouge financial services firm that uses a holistic approach to financial health. The company was founded by Bill Poulter, a financial advisor with over two decades of experience in the financial services industry. Each client receives a financial plan tailored to their current goals and priorities. The firm helps with retirement and estate planning, choosing the right insurance policy, and alleviating tax burdens. Clients also have access to investment management and consulting services.

Schexnayder Wealth Advisors

• Insurance Products
• Retirement Planning

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.

T | W | R | U CPAs & Financial Advisors

• Tax Planning

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.

The Shobe Financial Group

• Certified Financial Planner (CFP)

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.

UDB Financial

• Insurance Products
• Tax Planning
• Business Tax Preparation

UDB Financial is the financial advisory branch of Ameriprise Financial Services, LLC, in Baton Rouge. The advisors from this firm provide one-on-one sessions with clients to help them plan their finances for milestones, such as buying a new house, going to school, and retirement. The team uses a clients' personal risk tolerance when recommending investments. Ameriprise Financial Services currently has about 10,000 financial advisors and has been serving clients since it was established in 1894.