Best Financial Advisors in Baton Rouge

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SmartAdvisor by SmartAsset logo
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SmartAdvisor by SmartAsset

Baton Rouge, LA

Business Description

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.

Reputation:

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.
4.0

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
4.0
Responsiveness
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Price: Free consultation

Abel Hall logo
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Abel Hall

9270 Siegen Lane, Baton Rouge, LA 70810
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  • Certified Financial Planner (CFP)

Business Description

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.

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
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Advisor.Investments logo
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Advisor.Investments

4870 Bluebonnet Boulevard, Baton Rouge, LA 70809
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  • Retirement Planning

Business Description

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.

Reputation:

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.
5.0
Google
5.0 / 5 (1)
Facebook
5.0 / 5 (1)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail
Align Wealth Partners logo
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Align Wealth Partners

10723 North Oak Hills Parkway, Baton Rouge, LA 70810
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  • Certified Financial Planner (CFP)
  • Retirement Planning
  • Tax Planning

Business Description

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.

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
4.0
Responsiveness
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Detail
––
Apple Guerin Company LLC logo
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Apple Guerin Company LLC

6421 Perkins Road, Baton Rouge, LA 70808
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  • Retirement Planning
  • Tax Preparation

Business Description

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.

Reputation:

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.
5.0
Google
5.0 / 5 (69)
Facebook
5.0 / 5 (3)
Burns Estate Planning & Wealth Advisors logo
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Burns Estate Planning & Wealth Advisors

8550 United Plaza Boulevard, Baton Rouge, LA 70809
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  • Estate Planning

Business Description

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.

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
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Detail
Capital South Wealth Management LLC logo
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Capital South Wealth Management LLC

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

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.

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
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Centura Advisors logo
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Centura Advisors

6421 Perkins Road, Baton Rouge, LA 70808
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  • Estate Planning
  • Retirement Planning

Business Description

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.

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
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Dent Wealth Advisors logo
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Dent Wealth Advisors

301 Main Street, Baton Rouge, LA 70801
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Business Description

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.

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail
Evans Investment Advisors, LLC logo
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Evans Investment Advisors, LLC

6713 Perkins Road, Baton Rouge, LA 70808
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  • Certified Financial Planner (CFP)
  • Retirement Planning

Business Description

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.

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail
Ferro Financial logo
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Ferro Financial

Baton Rouge, LA 70809
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Business Description

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.

Reputation:

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.
5.0

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail
Goss Wealth Management logo
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Goss Wealth Management

6300 Corporate Boulevard, Baton Rouge, LA 70809
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  • Retirement Planning
  • Insurance Products

Business Description

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.

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail
Graf Financial L.L.C. logo
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Graf Financial L.L.C.

2161 Quail Run Drive, Baton Rouge, LA 70808
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  • Certified Financial Planner (CFP)

Business Description

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.

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
4.0
Responsiveness
Friendliness
Helpfulness
Detail
––
Hays Breard Financial Group logo
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Hays Breard Financial Group

Baton Rouge, LA 70809
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Business Description

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.

Reputation:

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.
5.0
Facebook
5.0 / 5 (2)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail
Highland Wealth logo
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Highland Wealth

1 Smart Way, Baton Rouge, LA 70810
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  • Estate Planning
  • Retirement Planning

Business Description

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.

Reputation:

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.
5.0
Google
5.0 / 5 (2)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail
Horizon Financial Group logo
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Horizon Financial Group

8280 Ymca Plaza Drive, Baton Rouge, LA 70810
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  • Certified Financial Planner (CFP)

Business Description

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.

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail
Infinity Financial Group LLC logo
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Infinity Financial Group LLC

4626 Sherwood Commons Boulevard, Baton Rouge, LA 70816
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  • Estate Planning
  • Certified Financial Planner (CFP)
  • Estate and Trust Specialist
  • Insurance Products

Business Description

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.

Reputation:

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.
5.0
Google
5.0 / 5 (2)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail
JCN Financial Investment & Tax Advisory Group logo
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JCN Financial Investment & Tax Advisory Group

Baton Rouge, LA 70809
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Business Description

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.

Reputation:

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.
4.2

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail
LDFwealth Financial Group logo
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LDFwealth Financial Group

4611 Bluebonnet Boulevard, Baton Rouge, LA 70809
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  • Estate Planning
  • Certified Financial Planner (CFP)
  • Retirement Planning

Business Description

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.

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail
Legacy Wealth Partners logo
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Legacy Wealth Partners

4600 Sherwood Commons Boulevard, Baton Rouge, LA 70816
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  • Estate Planning
  • Retirement Planning

Business Description

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.

Reputation:

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.
5.0
Google
5.0 / 5 (2)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail
Olivier Group logo
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Olivier Group

4609 Bluebonnet Boulevard, Baton Rouge, LA 70809
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  • Certified Financial Planner (CFP)

Business Description

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.

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail
Peters Wealth Advisors LLC logo
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Peters Wealth Advisors LLC

5800 One Perkins Place, Baton Rouge, LA 70808
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  • Estate Planning
  • Retirement Planning
  • Tax Planning

Business Description

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.

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
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Schexnayder Wealth Advisors logo
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Schexnayder Wealth Advisors

4137 South Sherwood Forest Boulevard, Baton Rouge, LA 70806
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  • Retirement Planning
  • Insurance Products

Business Description

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.

Reputation:

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.
5.0
Facebook
5.0 / 5 (5)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail
T | W | R | U CPAs & Financial Advisors logo
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T | W | R | U CPAs & Financial Advisors

527 East Airport Avenue, Baton Rouge, LA 70806
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  • Tax Planning

Business Description

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.

Reputation:

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.
4.7
Facebook
5.0 / 5 (2)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail
The Shobe Financial Group logo
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The Shobe Financial Group

8280 Ymca Plaza Drive, Baton Rouge, LA 70810
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  • Certified Financial Planner (CFP)

Business Description

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.

Reputation:

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.
5.0
Google
5.0 / 5 (1)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail
UDB Financial logo
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UDB Financial

12508 Coursey Boulevard, Baton Rouge, LA 70816
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  • Insurance Products
  • Tax Planning
  • Business Tax Preparation

Business Description

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.

Reputation:

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.
5.0
Google
5.0 / 5 (5)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail
Back to Providers

Frequently Asked Questions

Should I hire a financial advisor before buying a house?

While not always necessary, a financial advisor could help you decide how large of a mortgage to apply for, how much money to put down, and how to balance the purchase with other savings and investment goals.

What experience should I look for in a financial advisor?

 If you have specific goals or a unique financial situation, look for a financial advisor with expertise in that area. For example, some financial advisors specialize in working with millennials or focus on socially responsible investing.

Can my financial planner help with taxes?

Financial advisors aren’t necessarily accountants or tax preparers, so don’t expect them to prepare your taxes for you. However, they may be able to provide tax-related advice to help you optimize your returns and deductions. If you need an advisor who can file your taxes, look for one who is also a CPA (Certified Public Accountant).

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