Laurels

Best Financial Advisors in Baton Rouge

2021

We scored 66 Financial Advisors in Baton Rouge, LA and Picked the Top 15

Here are the Picks:

Why These Financial Advisors?

Our goal is to connect people with the best local experts. 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.

Our Selection Criteria:

1. Availability

Consistently approachable and responsive, so customers never feel ignored.
2. Qualifications

Building customer confidence with licensing, accreditations, and awards.
3. Reputation

A history of delighted customers and outstanding service.
4. Experience

Masters of their craft, based on years of practical experience and education.
5. Professionalism

Providing service with honesty, reliability, and respect.

Read more about our selection process

Last Updated: July 07, 2021

Abel Hall | Family Wealth Partners

Abel Hall | Family Wealth Partners is a boutique wealth management firm located in Baton Rouge. Company founder Leo Abel has been a certified financial planner since 1999. The firm's goal is to help clients make smart investment decisions to reach their long-term goals. With a holistic approach to wealth management, the advisors help manage client assets through times of uncertainty.

Baton Rouge, LA 70810

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(225) 408-4000 Website

Align Wealth Partners

Align Wealth Partners is a Baton Rouge firm that provides comprehensive wealth management services to clients. The financial advisors have decades of combined financial services experience. Each client receives help building and implementing a comprehensive retirement plan, including tax-efficient strategies, Social Security advice, and advice for managing healthcare expenses. For families, the customized education-funding strategies help take the burden out of college tuition. Business owners can also benefit from their business and succession planning advice. The company also helps evaluate financial risk and protect a family's assets. Clients are given help with estate planning and wealth transfer strategies.

Baton Rouge, LA 70810

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(225) 408-0122 Website

Burns Estate Planning & Wealth Advisors

Burns Estate Planning & Wealth Advisors is a firm that serves the Louisiana community from locations in Hammond, Baton Rouge, Metairie, Mandeville, and Slidell. The company's main focus is on providing families and individuals with ideal retirement plans. Company president Ernie Burns has nearly three decades of experience with retirement income planning. He hosts a television show and has been featured in multiple publications like Entrepreneur magazine, Money magazine, and Fortune magazine. The firm provides investment management strategies to grow the assets of non-retired individuals. Asset protection strategies and insurance analyses to protect existing wealth are also available. Finally, the legacy planning services help clients provide for the causes and people that matter to them.

Baton Rouge, LA 70809

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(985) 345-7114 Website

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.

6513 Perkins Rd. Suite 106
Baton Rouge, LA 70808

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(225) 709-0703 Website

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.

Baton Rouge, LA 70809

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(225) 308-4554 Website

Graf Financial L.L.C.

Graf Financial is an investment management firm located in Baton Rouge. The company is run by certified financial planner Helen E. Graf, whose financial career began in 1985. Clients have access to investment management services, including asset allocation, equity selection, and fixed income investment solutions. The firm also provides retirement planning strategies to help clients meet their long-term financial goals.

Baton Rouge, LA 70808

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(225) 223-6048 Website

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.

Baton Rouge, LA 70809

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(225) 448-2285 Website

Horizon Financial Group

Horizon Financial Group provides wealth management, investment management, and retirement planning services to clients in Baton Rouge. Company CEO Pete Bush is a certified financial planner whose financial services career began in 1991. The firm's wealth management services help protect and grow assets for executives, business owners, physicians, and athletes. Clients have access to investment management services, in which the firm builds a diversified portfolio and manages it on a long-term basis. Corporate clients receive help creating retirement plans for their employees, while individuals can get customized strategies to make the most of their own retirements.

Baton Rouge, LA 70810

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(225) 612-3820 Website

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.

Baton Rouge, LA 70809

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(877) 755-0488 Website

Reputation: A

More Info

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

4.2 / 5 (Better)

Total Reviews:

6 (Good)

Score Consistency:

Consistent (Best)

Professionalism: A+

More Info

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

LDF Wealth Financial Group

LDF Wealth Financial Group is a Baton Rouge financial consulting firm founded by Ricky Ferrara, Perry Dougherty, and Lester Lee. In 2003, the three founding partners leveraged more than half-a-century of combined experience to create the company. The company provides a host of investment services by helping clients choose their best options regarding stocks, bonds, IRA accounts, government securities, and other forms of investment. Financial planning services include retirement and estate planning, money management guidance, college planning, and tax reduction strategies. Clients also have access to multiple disability income, long term care, and life insurance policies.

Baton Rouge, LA 70809

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(225) 757-1177 Website

Peters Wealth Advisors

Peters Wealth Advisors was founded by Bill Peters in 1982 as a high-level asset management firm. The company provides Baton Rouge clients with a number of financial planning solutions including retirement and estate planning, charitable contribution strategies, insurance options, executive compensation solutions, and college tuition plans. Business owners also receive business planning assistance. The company's investment professionals evaluate each client's current investment portfolio and create plans for long-term investment growth.

Baton Rouge, LA 70808

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(225) 766-4885 Website

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.

Baton Rouge, LA 70816

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(225) 292-5550 Website

The Olivier Group LLC

The Olivier Group is an investment and wealth management firm that has been featured in Forbes. The Baton Rouge company provides multiple wealth management services based on each client's needs. Clients receive investment management strategies and cohesive financial plans. The company also determines each client's risk tolerance to make the right investment decisions. Business owners have access to strategies for both their employees and their company. The firm offers multiple insurance planning options, tax planning solutions, and long-term retirement planning strategies.

Baton Rouge, LA 70809

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(225) 757-9484 Website

The Shobe Financial Group

The Shobe Financial Group is a Baton Rouge firm that's helped clients reach their life goals since 1983. A team of six certified financial planners uses their combined century of experience to create comprehensive planning solutions. Clients can receive basic financial planning tools, long-term retirement planning strategies, and investment planning options based on their goals. The independent firm helps clients build portfolios that reflect their values. For small business owners, Shobe Financial Group's business planning tools allow an in-depth look at the financial health of their businesses.

Baton Rouge, LA 70810

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(225) 763-7010 Website

UDB Financial

UDB Financial is a financial advisory branch of Ameriprise Financial Services based in Baton Rouge. Ameriprise was founded in 1984 and now boasts around 10,000 financial advisors. UDB Financial focuses on helping individuals plan for the future through retirement planning, investment management, and sustainable investment options. Retired clients can receive retirement income strategies and wealth preservation strategies. Clients can also get help to reduce their taxes and plan their estates. For small business owners, UBD Financial's small business consulting services can help plan for the financial future.

Baton Rouge, LA 70816

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(225) 756-1755 Website

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