From its amazing food to its incredible music and Mardi Gras celebrations, Louisiana is a state with a rich history and fascinating culture. If you live in this state and want to protect and grow the wealth that you and your family have earned or inherited, then you need to have an excellent financial advisor. Luckily, there are plenty of great financial advisors working in the state.
Here are the top five best financial advisory firms in the beautiful state of Louisiana:
- Edelman Financial Engines
Edelman Financial Engines, located in Mandeville, Louisiana, is an excellent financial advisory firm that has been around since 1986. Edelman Financial Engines LLC has over 180 offices throughout the country. Over 1.1 million clients trust this company to give them financial advice and to help manage their wealth. As a result, the firm manages more than an astonishing $200 billion in assets.
Edelman Financial Engines drives results for clients by focusing on combining their advanced methodology and proprietary technology with the personalized attention of a dedicated financial planner.
They are a fee-based firm, and they believe that wealth management should be available to all Americans, not just the very wealthy.
You can expect the following working with Edelman Financial Engines LLC:
- Patient, thorough answers to all of your financial questions, the website also has an education center where you can learn more about various financial topics
- Extremely sound and personalized advice on how to make the most of your savings and grow your retirement fund
- Additional expertise regarding taxes, home and mortgage considerations, and insurance plans and services
- Bienvenue Wealth LLC
Bienvenue Wealth LLC is a high-quality financial advisory firm in the heart of New Orleans, Louisiana. They specialize in helping Generation X investors make better financial choices.
It is a fee-only company that was founded by Michael G. Rivas, CFP, EA. The firm focuses on leveraging assets today to help to build a better lifestyle tomorrow. The services that Bienvenue Wealth LLC offers include retirement and distribution planning, tax planning, real estate investing, college funding, cash flow analysis, insurance/risk management, estate planning, executive compensation reviews, and others.
You can expect all of the following with Bienvenue Wealth LLC:
- Comprehensive financial planning that covers many different financial areas of your life
- A detailed analysis of your entire financial condition to help you make the best decisions for your long-term future
- A clear, transparent fee structure with zero hidden fees
- Basselman & Associates
Basselman & Associates is a financial advisory firm in Metairie, Louisiana that has been around for over 45 years. In its long history as one of the best wealth advisory companies in the state, Basselman & Associates has focused on living up to its core values: commitment, compassion, and personalized plans.
The financial planning approach of this firm is to focus on total integration. This is because the firm believes that investors need comprehensive strategies that align every area of their lives. This firm works with all types of clients including recent graduates, retirees, wealthy business owners, mid-career employees, and others.
Basselman & Associates also focuses on cultivating a healthy long-term relationship with their clients that involves clear communication in order to maximize results.
You can expect the following with Basselman & Associates:
- Sound financial advice on investment management, estate planning, college planning, 401Ks, IRAs, and more
- Additional expertise with insurance, Medicare, and buy-sell agreements
- A focus on building trusting multi-generational relationships
- Bavarian Wealth Management
Known for its excellence, Bavarian Wealth Management has been providing sound financial advice in the New Orleans area for more than ten years. This firm specializes in generating key financial insights that lead to intelligent planning. They aim to create better lifestyles for their clients over time.
This firm helps people of all generations with key financial planning issues such as retirement income planning, legacy gifting, college funding, investment planning, and others.
You can expect all of the following with Bavarian Wealth Management:
- Generation of key insights about your financial situation and investment opportunities
- A strong focus on helping you with key milestones in your life such as marriage, retirement, and divorce
- Expert advice from a team of experienced financial planners who want to ensure your long-term financial health
- Faubourg Private Wealth
Faubourg Private Wealth is a financial advisory firm based in Metairie that focuses on working with you and other advisors and professionals under your employ to develop a complete financial picture of you. This leads to sounder short and long-term financial plans.
They offer fee-based financial planning and hourly consulting. The company has a strong team that includes many seasoned financial planners with excellent track records. Since Faubourg Private Wealth is a fiduciary, they uphold their obligation to always act in the best interest of their clients.
You can expect the following when you work with Faubourg Private Wealth:
- A highly experienced and professional team that will provide you with sound financial advice
- Access to services that go far beyond the basics and expand into areas such as indexed annuities, exchange funds, legislative alerts, trustee services, and more
- A collaborative approach to financial planning
All five of these firms are excellent choices and can help you to reach the financial goals that you have for yourself and for your family. We have provided you with links to their websites so that you can easily explore the companies further. Once you find one that you like, you can try them out and see how it goes. If you are not happy with the results, then you can switch to a different firm that’s more suited to your needs.