A densely populated state like Louisiana has different types of experienced & certified financial advisors such as fiduciary financial advisors and fee only financial planners making it challenging for you to choose the one that may perfectly meet your financial situation and needs. WiserAdvisor has pre-qualified and selected some of the top qualified financial advisors, independent certified financial planners, financial advisory firms & associations in Louisiana and has listed them below with their details such as qualifications, service offerings, and other important information that you could use while searching for financial advisors to best suit your financial and investment goals. Please note that the list of financial advisors mentioned below does not include all vetted advisors as some have not been listed as per their request. They may be available when you use our free match tool to compare up-to 3 financial advisors if they match your specific requirements and preferences.
Each and every financial advisor in our network from large Fortune 500 companies to small independent financial firms are pre-screened for industry experience, disclosures and registrations with SEC and FINRA. Collectively, our Pre-Screened advisors, serve thousands of happy clients, managing billions of dollars and providing financial freedom and security for families and individuals like you.
|List of Qualified Financial Advisors in Louisiana|
|Financial Advisor||Office Location||Phone Number|
Covington, LA 70433
|James Bayard, CFP®
Capital South Wealth Management LLC
6513 Perkins Rd,
Baton Rouge, LA 70808
|Chad Olivier, CFP®
4609 Bluebonnet Blvd.,
Baton Rouge, LA 70809
Brian Low Financial Group
8414 Bluebonnet Blvd.,
Baton Rouge, LA 70810
LA 70433 Phone Number (504) 2280850
At Creative, our mission is to provide our clients with the best path to wealth accumulation, retention, and transfer of assets by creating and implementing strategies that are tailored to their unique goals. We are driven to provide our clients with uncluttered, professional advice that enhances their quality of life and leads to sustained and actionable solutions. We offer thorough counsel on each client's wealth management issues. Our goal is to provide clients with clarity, to educate, and to make significant and tangible progress toward every client's financial goals. We are our client's financial advocate, striving to organize and simplify life in such a way that maximizes the family's enjoyment of their wealth now and in the future. As a nationally recognized leader in the wealth management community, we are focused on providing clients with customized investment plans and comprehensive wealth management services. At Creative, we believe a client's portfolio must take into account where they are and where they want to go, as well as all of the unique circumstances that apply to their situation. For over 30 years, we have been working with individuals and institutions to customize and manage portfolios designed to optimize the probability of success. We take our role as trusted advisor seriously, using proprietary strategies and techniques we have developed over the course of multiple market cycles.
Fee-Based, Based on Assets, Flat Fee, Hourly
6513 Perkins Rd,
LA 70808 Phone Number (225) 7090703
James co-founded Capital South Wealth Management LLC to address the needs of individuals whose financial situations have been drastically altered whether through death, divorce or windfall. James and the Capital South team work to provide clarity and address issues regarding financial matters. This process requires diligence and care to examine every aspect from asset preservation, behavioral counseling, income planning, insurance, budgeting, estate planning, and investment management. James's professional insights have been featured in several national publications including Kiplinger's Personal Finance magazine, TheStreet.com, CNBC, ThinkAdvisor, Money, Yahoo Finance, and U.S. News & World Report. He is an alumnus of the E.J. Ourso College of Business at Louisiana State University, where he graduated with both a Bachelor of Science in Finance and a Master of Science in Finance. He is a CERTIFIED FINANCIAL PLANNER" Professional, a Chartered Financial Consultant®, a Retirement Income Certified Professional®, and an Accredited Investment Fiduciary®. The ChFC® and RICP® designations are awarded by the American College, a non-profit educational institution with academic accreditation, dedicated to the development of financial professionals. James's professional securities registration includes Series 66-Investment Adviser Representative registration, and Life, Health and Disability Insurance license. James is a member of several professional and community organizations including the Financial Planning Association (FPA), the Baton Rouge Estate & Business Planning Council, and the Baton Rouge Area Chamber, and Club Blue. When he is away from the office James enjoys spending time with his wife Ally and their son, leading community outreaches with their church, and mentoring with the Boys & Girls Club of Greater Baton Rouge.
Series 7, 24, 31, 52, 63
Fee-Based, Based on Assets, Commissions, Flat Fee, Hourly
4609 Bluebonnet Blvd.,
LA 70809 Phone Number (225) 7579484
Chad entered the financial services industry right out of Northeast Louisiana University. Originally a stockbroker, he studied to become a financial advisor after glimpsing that relationships were at the heart of financial planning. Chad is a prominent CERTIFIED FINANCIAL PLANNER " practitioner that owns an innovative wealth management firm, The Olivier Group, LLC, out of Baton Rouge, LA. He is insurance licensed and holds series 7, 24, 52, and 63, securities registrations with LPL Financial. He is a member of the Baton Rouge Financial Planning Association, as well as a member of The Baton Rouge Estate and Planning Council. Chad was also awarded 5 star recognition as a Paladin Registry Advisor, which only includes the top 10% of financial advisors. Chad is a contributing writer of a Wealth Management article for the Journal of the Louisiana Dental Association and a published author of What Medical School Did Not Teach You about Financial Planning and The Resourceful Dentist.
As a Baton Rouge boutique financial services firm, Olivier Group specializes in comprehensive, wealth management and retirement planning for physicians, dentists, business owners, families, and retirees. Through our holistic team approach, we guide you through all aspects of financial planning, from proactive wealth management, to retirement planning, or preparing your estate. Under the direction of a CERTIFIED FINANCIAL PLANNER " practitioner, our licensed team combines top notch service and comprehensive investment research to provide a quality experience for you. Our independence allows us to evaluate which particular investments are right for you, instead of trying to fit your situation to a certain product. Our team offers you services and recommendations based on our shared values of trust, responsibility, and desire to help others. Securities offered through Cetera Advisor Networks LLC, Member FINRA/SIPC. Investment advisory services offered through CWM, LLC, an SEC Registered Investment Advisor. Cetera Advisor Networks LLC is under separate ownership from any other named entity. Carson Partners, a division of CWM, LLC, is a nationwide partnership of advisors.
Series 6, 7, 65
Fee-Based, Based on Assets, Commissions, Flat Fee, Hourly
8414 Bluebonnet Blvd.,
LA 70810 Phone Number (225) 2924225
Brian Low is a locally well-known financial educator and speaker on retirement planning. He conducts monthly investment seminars for clients and the general public to educate them on the constantly changing world of investing, saving for retirement, tax strategies and estate planning. In the past decade, people all across Louisiana have attended his seminars, workshops and classes. Brian is dedicated to life-long learning in the financial services field and to developing long-term relationships with his clients as he helps them pursue financial independence. He is constantly researching markets, strategies and financial news for areas of opportunity and concern. He prides himself on providing superior service, and quickly assesses clients' needs and developing solutions to their financial problems. Brian began his financial planning career with Banc One Securities after earning his BS in Finance from Southeastern Louisiana University in 1998. From there he moved to Menard Financial Group, where he was able to offer a wider range of investment opportunities. In 2007, he left Menard to pursue his dream of opening his own firm, and today is owner and Investment Advisor of Brian Low Financial Group. He has earned many honors and awards throughout his career, including membership in the Million Dollar Round Table. Whether he is speaking to the public or working with clients, Brian's chief goal is to assist people in achieving financial freedom through sound, smart financial planning. Brians main office is located in Baton Rouge, but he offers other offices of conveniences in Mandeville and Metairie.
To help you achieve financial security. Brian Low Financial Group is a valuable resource for many people who are attempting to bring their financial objectives within reach. Our professionals have extensive experience in many areas of financial planning including portfolio management, tax strategies, wealth preservation and transfer.
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