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Find Top Financial Advisors in Louisiana


WiserAdvisor has over 20 years experience in matching the right financial advisor that is best suited to individuals like you in Louisiana. You need a financial advisor who will understand your financial situation and have the relevant financial qualifications to provide you with the right financial guidance and an insightful edge towards your financial journey.

Qualifications of Financial Advisor in Louisiana

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 Financial Advisors in Louisiana
Financial Advisor Office Location Phone Number
Michael Gavin
Edelman Financial Engines, LLC
2180 N Causeway Blvd. Ste 9,
Mandeville, LA  70471
3900 N. Causeway Blvd. Suite 100,
Metairie, LA  70002
(985) 778-2023
(504) 830-7676
Nelson Brown
Edelman Financial Engines, LLC
8342 Perkins Rd., Suite M,
Baton Rouge, LA  70810
(225) 291-7878
Chad Olivier, CFP®
The Olivier Group, LLC
4609 Bluebonnet Blvd.,
Baton Rouge, LA  70809
(225) 757-9484
Brian Low
Brian Low Financial Group
8414 Bluebonnet Blvd.,
Baton Rouge, LA  70810
(225) 292-4225

Information on Qualified Financial Advisors in Louisiana

Qualifications CRD# 1816450
FirmCRD# 104510
Series 7, 8, 63, 65

Compensation/Fee Fee Based Only - No Commissions


Office Location 2180 N Causeway Blvd. Ste 9,
Mandeville,
LA 
70471
Phone Number (985) 7782023

Office Location 3900 N. Causeway Blvd. Suite 100,
Metairie,LA  70002
Phone Number (504) 8307676

Joined Edelman Financial Engines in 2017. Began his career in the financial services industry in 1988. Successfully completed the Series 7, 8, 63, and 65 examination(s) administered by FINRA. Attended George Mason University studying Business Management. Currently enrolled at the University of New Orleans to complete degree. Married to Marcia for 25 years. They have three children: Jaqueline, Michael Jr, and Calvin. In Michael's free time he enjoys sports, yoga, bike riding, fishing, kayaking, swimming and watching Netflix.

About Edelman Financial Engines, LLC

Since 1986, Edelman Financial Engines has been committed to always acting in the best interest of our clients. We were founded on the belief that all American investors - not just the wealthy - deserve access to personalized, comprehensive financial planning and investment advice. Today, we are America's top independent financial planning and investment advisor, recognized by both InvestmentNews1 and Barron's2, with 180+ planner offices across the country and entrusted by more than 1.1 million clients to manage more than $200 billion in assets. Our unique approach to serving clients combines our advanced methodology and proprietary technology with the attention of a dedicated personal financial planner. Every client's situation and goals are unique, and the powerful fusion of high-tech and high-touch allows Edelman Financial Engines to deliver the personal plan and financial confidence that everyone deserves. 1Ranking and status for 2017. For independence methodology and ranking, see InvestmentNews Center (http://data.investmentnews.com/ria/); 2The Top 40 Independent Advisory Firm Ranking issued by Barron's is qualitative and quantitative, including assets managed, the size and experience of teams, and the regulatory records of the advisers and firms. Firms elect to participate, but do not pay to be included in the ranking. Investor returns/experience are not considered. 2018 ranking refers to Edelman Financial Services (EFS), which combined its advisory business in its entirety with Financial Engines Advisors L.L.C. (FEA) in November 2018. For the same survey, FEA received a precombination ranking of twelfth.



Qualifications CRD# 3268518
FirmCRD# 104510
Series 65, 66

Compensation/Fee Fee Based Only - No Commissions


Office Location 8342 Perkins Rd., Suite M,
Baton Rouge,
LA 
70810
Phone Number (225) 2917878

Joined Edelman Financial Engines in 2006. Began his career in the financial services industry in 1999. Successfully completed the Series 7, 9, 10, 31, 65, and 66 examination(s) administered by FINRA. Earned the Chartered Mutual Fund CounselorSM (CMFC®) certification(s) and the Accredited Wealth Management AdvisorSM (AWMA®) designation(s). Bachelor's degree from Louisiana State University.

About Edelman Financial Engines, LLC

Since 1986, Edelman Financial Engines has been committed to always acting in the best interest of our clients. We were founded on the belief that all American investors - not just the wealthy - deserve access to personalized, comprehensive financial planning and investment advice. Today, we are America's top independent financial planning and investment advisor, recognized by both InvestmentNews1 and Barron's2, with 180+ planner offices across the country and entrusted by more than 1.1 million clients to manage more than $200 billion in assets. Our unique approach to serving clients combines our advanced methodology and proprietary technology with the attention of a dedicated personal financial planner. Every client's situation and goals are unique, and the powerful fusion of high-tech and high-touch allows Edelman Financial Engines to deliver the personal plan and financial confidence that everyone deserves. 1Ranking and status for 2017. For independence methodology and ranking, see InvestmentNews Center (http://data.investmentnews.com/ria/); 2The Top 40 Independent Advisory Firm Ranking issued by Barron's is qualitative and quantitative, including assets managed, the size and experience of teams, and the regulatory records of the advisers and firms. Firms elect to participate, but do not pay to be included in the ranking. Investor returns/experience are not considered. 2018 ranking refers to Edelman Financial Services (EFS), which combined its advisory business in its entirety with Financial Engines Advisors L.L.C. (FEA) in November 2018. For the same survey, FEA received a precombination ranking of twelfth.



Qualifications CRD# 2718127
FirmCRD# 6413
Series 7, 24, 31, 52, 63

Compensation/Fee I am a fee-based financial professional, Based on Assets, Commissions, Flat Fee, Hourly


Office Location 4609 Bluebonnet Blvd.,
Suite A,
Baton Rouge,
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.

About The Olivier Group, LLC

As a Baton Rouge boutique financial services firm, The Olivier Group, LLC 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 & Financial Planning offered through LPL Financial, Member FINRA/SIPC.



Qualifications CRD# 3097163
Series 6, 7, 65

Compensation/Fee I am a fee-based financial professional, Based on Assets, Commissions, Flat Fee, Hourly


Office Location 8414 Bluebonnet Blvd.,
Suite 100,
Baton Rouge,
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.

About Brian Low Financial Group

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.



List of Additional Financial Advisors in Louisiana
Providus Financial Services, LLC Shreveport, LA
Merrill Lynch Wealth Management Mandeville, LA
The Fiscal Fitness Company, Inc. Mandeville, LA