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 77 56 26

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

LDFwealth Financial Group

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

LDFwealth Financial Group is a financial advisory firm that serves the residents of Baton Rouge and the surrounding areas. Its financial planning services include education planning, estate planning, retirement planning, and profit-sharing planning. The firm also offers investment management and risk management services. Founding partner Perry D. Dougherty has been working in the financial services industry for more than three decades. He has served as president of the local chapter of the Financial Planners Association.

4611 Bluebonnet Boulevard
Baton Rouge, LA 70809