Best Financial Advisors in Baton Rouge

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.

Reviewed Curated Top Picks 66 45 15

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

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


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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