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Your service helped us connect with Brian who had clients similar to our situation.
Former advisor put our cash in a cookie-cutter investment plan and we wanted to find alternative options...
Susan, a Retired Executive from New York
Baton Rouge, is the second largest metropolitan area in Louisiana just after New Orleans. Located right off the Mississippi River, Baton Rouge is a major industrial, medical, petrochemical, and growing tech center of the South. Baton Rouge has a cost of living 4% lower than the national average. Since the cost of living is much lower than the national average, creating a solid financial plan that works for you may be an achievable goal. There are about 1,500 financial advisors in the Baton Rouge area and finding the advisor that will work with your specific needs in mind and one that you trust could be intimidating. At WiserAdvisor, we specialize in connecting people like you with vetted financial advisors that are matched to your criteria. It is our mission to help investors like you find the right financial advisor.
We have been in business for the last 2 decades and constantly update and maintain a highly trusted directory of vetted fiduciary advisors that meet rigorous standards. You need a financial advisor who will understand your specific financial situation, and has the relevant financial qualifications in Baton Rouge, Louisiana.
Baton Rouge
has
5
WiserAdvisor vetted Financial Planners and Advisors for you to
choose from and
92
non-vetted advisors in your local area. These financial advisors in
Baton Rouge, Louisiana
have an average of
17
years of experience.
NOTE: The list of financial
advisors in
Baton Rouge, Louisiana
mentioned below do not include all the advisors in our network due
to their compliance listing restrictions. More vetted advisors may
be available when you use our free
match service to compare financial advisors near you in
Baton Rouge, Louisiana.
| Qualified Financial Advisors in Baton Rouge, Louisiana | ||||
|---|---|---|---|---|
| Financial Advisor | Experience | AUM | Minimum Assets | Fee Structure |
| Olivier Group, LLC
CFP® OLIVIER GROUP 4609 Bluebonnet Blvd., Suite A, Baton Rouge, LA 70809 |
25 | $220 million | Not Specified | Fee-Based |
| Brian Low
Certified Senior Advisor (CSA)® BRIAN LOW FINANCIAL GROUP 8414 Bluebonnet Blvd., Suite 100, Baton Rouge, LA 70810 |
11 | Not Specified | $50000 | Fee-Based |
| George Popov
EA, M.B.A. DIVERSIFIED FINANCIAL STRATEGIES 4911 S. Sherwood Forest Blvd, Suite A, Baton Rouge, LA 70816 |
27 | Not Specified | Not Specified | Fee-Based |
| Marc Clark
CFP®, MBA GOSS WEALTH MANAGEMENT 858 Camp Street New Orleans, LA 70130, New Orleans, LA 70115 |
13 | $55,000,000 | Not Specified | Fee-Based |
Qualifications
Firm CRD# 13572
Series 7, 24, 31, 52, 63
Compensation/Fee Fee-Based, Hourly, Commissions, Flat Fee, Based on Assets
Office Location
4609 Bluebonnet Blvd.,
Suite A,
Baton Rouge,
LA
70809
Phone Number
225-757-9484
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.
Advisory Services Provided:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Estate Planning & Trusts
Qualifications
CRD# 3097163
Series 6, 7, 65
Compensation/Fee Fee-Based, Hourly, Commissions, Flat Fee, Based on Assets
Office Location
8414 Bluebonnet Blvd.,
Suite 100,
Baton Rouge,
LA
70810
Phone Number
225-292-4225
Office Location
8414 Bluebonnet Blvd.,
Suite 100,
Baton Rouge,LA 70810
Phone Number
225-292-4225
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. Brian's 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.
Qualifications
CRD# 3274662
Firm CRD# 6413
Series 7, 24, 63, 65
Compensation/Fee Fee-Based, Based on Assets
Office Location
4911 S. Sherwood Forest Blvd,
Suite A,
Baton Rouge,
LA
70816
Phone Number
225-778-5892
George is a veteran of the financial services industry. He is an LPL Financial Advisor, business owner, and has been an adjunct finance instructor at the university level. He seeks to help people create long-term wealth and financial security. Before becoming an LPL Financial Advisor, he held officer positions with several Fortune 500 companies, including Wells Fargo, Capital One, and Morgan Stanley. He attributes his success to integrity, honesty, and his commitment to excellence. Securities and Advisory Services offered through LPL Financial, a registered investment advisor.
We are a boutique financial firm that is powered by LPL Financial, LLC. LPL Financial is one of the leading financial services companies, and is the largest independent broker/dealer in the nation.
Advisory Services Provided:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Investment Advice & Management, Tax Advice and Services, Estate Planning & Trusts, Insurance Products & Annuities
Qualifications
CRD# 3189464
Firm CRD# 6413
Series 7, 31, 63, 66
Compensation/Fee Fee-Based, Based on Assets
Office Location
858 Camp Street New Orleans, LA 70130,
New Orleans,
LA
70115
Phone Number
504-609-3694
As a Financial Consultant at Goss Wealth Management, Marc develops strategies to build his client base, assists clients in all facets of their financial life, including investment planning, retirement planning, estate planning, and more, and develops and maintains financial plans for clients. He has been in the financial services industry for over 13 years and previously worked at Morgan Stanley before becoming an independent advisor. Marc has always been fascinated with both entrepreneurship and economics, so to have a career that draws on both is very rewarding. He also grew up watching his parents work hard for every dollar they earned, but they did not have a plan on how to invest their income. This financial stress is one of the reasons why helping his clients find solutions to their financial concerns motivates him every day. Marc enjoys spending time with family and friends and is an avid runner and basketball fan. Marc has been married for more than 15 years to his wife, Azita, and has 3 children.
Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world. We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience. No one strategy fits everyone, which is why every client gets our undivided attention, from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available. Recognizing that everyone encounters challenges along the way, we strive to anticipate and address those situations as they occur. We want to keep you on track toward a meaningful and purpose-driven financial future. We invite you to check out all the material on our website. If something prompts a question, please send us a quick email or call our office. We look forward to speaking with you.
Advisory Services Provided:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Investment Advice & Management, Insurance Products & Annuities
Top Financial Advisor Firms in Baton Rouge, Louisiana (Ranked by AUM) |
|||
|---|---|---|---|
| Firm Name | AUM | No. of Clients | Fee Structure |
| BERNHARD CAPITAL PARTNERS MANAGEMENT, LP
400 Convention Street , Suite 1010, Baton Rouge, LA 70802-5628 |
$2,856,700,000 | 7 |
A percentage of AUM Performance Based |
| THE SHOBE FINANCIAL GROUP
8280 Ymca Plaza Drive , Building 4, Baton Rouge, LA 70810 |
$449,049,600 | 860 |
A percentage of AUM Hourly charges Fixed fees Other (THIRD PARTY ADVISORY FEES) |
| DENT WEALTH ADVISORS
301 Main Street, Ste. 1502, Baton Rouge, LA 70801 |
$356,886,978 | 174 |
A percentage of AUM |
| ABEL HALL, LLC
9270 Siegen Lane , Suite 202, Baton Rouge, LA 70810 |
$351,205,698 | 472 |
A percentage of AUM Fixed fees |
| EVANS INVESTMENT ADVISORS, L.L.C.
6713 Perkins Road, Baton Rouge, LA 70808 |
$240,573,816 | 635 |
A percentage of AUM Hourly charges Fixed fees |
| HIBERNIA WEALTH MANAGEMENT
6700 Jefferson Hwy. , Building 4, Suite B, Baton Rouge, LA 70806 |
$223,285,765 | 802 |
A percentage of AUM Hourly charges Fixed fees |
| ADVISOR.INVESTMENTS
4870 Bluebonnet Blvd. , Suite B, Baton Rouge, LA 70809 |
$193,582,922 | 370 |
A percentage of AUM Commision Based Performance Based Other (FEES FOR TAX PREPARATION) |
| JCN FINANCIAL & TAX ADVISORY GROUP, LLC
18212 E. Petroleum Drive , Building 3, Suite A, Baton Rouge, LA 70809 |
$98,625,654 | 619 |
A percentage of AUM Fixed fees |
| GOODWOOD CAPITAL MANAGEMENT
4750 Bluebonnet Blvd , Suite B, Baton Rouge, LA 70809 |
$10,049,796 | 84 |
A percentage of AUM |
* Additional advisors listing is provided in partnership with Yext
| Financial Advisor | Office Location | Phone Number |
| Ashley Thayer Inquire with Ashley |
400 Convention St, Ste 400, Baton Rouge, LA 70802 | 225-237-3103 |
| Altus Wealth Management, LLC Inquire with Altus |
4208 Bluebonnet Blvd., Baton Rouge, LA 70809 | 225-201-9300 |
| Bob Rivas Inquire with Bob |
6719 Perkins Rd, Baton Rouge, LA 70808 | 225-215-1608 |
| Steven Billings Inquire with Steven |
6719 Perkins Rd, Baton Rouge, LA 70808 | 225-215-3656 |
| Matt Edwards Inquire with Matt |
4610 Bluebonnet Blvd, Ste A, Baton Rouge, LA 70809 | 225-442-3800 |
| Patrick Shreve Inquire with Patrick |
6719 Perkins Rd, Baton Rouge, LA 70808 | 225-215-3200 |
| Gulf South Wealth Advisors Inquire with Gulf |
5153 Bluebonnet Blvd, Ste B, Baton Rouge, LA 70809 | 225-442-3800 |
| James Evans Inquire with James |
4610 Bluebonnet Blvd, Ste A, Baton Rouge, LA 70809 | 225-442-3800 |
| Joseph Brown Inquire with Joseph |
6719 Perkins Rd, Baton Rouge, LA 70808 | 225-215-3200 |
| Leonard Bernard Inquire with Leonard |
8200 Village Plaza Ct, Ste 3B, Baton Rouge, LA 70810 | 225-766-5665 |
Grow your AUM with pre-qualified leads!
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