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Susan, a Retired Executive from New York
There are hundreds of financial professionals in your area. However, choosing the right advisor that understands your financial situation and meets your needs may be quite daunting. WiserAdvisor has a network of vetted financial advisors and advisory firms and has listed them below. You can find the details of each advisor, such as their qualifications, service offerings, etc. that you could use while searching for the financial advisor that best suits your financial and investment goals.
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.
Covington
has
2
WiserAdvisor vetted Financial Planners and Advisors for you to
choose from and
13
non-vetted advisors in your local area. These financial advisors in
Covington, Louisiana
have an average of
19
years of experience.
NOTE: The list of financial
advisors in
Covington, 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
Covington, Louisiana.
| Qualified Financial Advisors in Covington, Louisiana | ||||
|---|---|---|---|---|
| Financial Advisor | Experience | AUM | Minimum Assets | Fee Structure |
| 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 |
| Olivier Group, LLC
CFP® OLIVIER GROUP 4609 Bluebonnet Blvd., Suite A, Baton Rouge, LA 70809 |
25 | $220 million | Not Specified | Fee-Based |
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
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
Top Financial Advisor Firms in Covington, Louisiana (Ranked by AUM) |
|||
|---|---|---|---|
| Firm Name | AUM | No. of Clients | Fee Structure |
| BEAM WEALTH ADVISORS, INC.
72096 Ramos Avenue , Suite D, Covington, LA 70433 |
$505,813,674 | 2152 |
A percentage of AUM Hourly charges Fixed fees |
| PARADIEM, LLC
510 N Jefferson Ave, Covington, LA 70433-2640 |
$429,770,519 | 289 |
A percentage of AUM Hourly charges Fixed fees |
| ASSET PLANNING SERVICES INC
509 W. 21st Avenue, Covington, LA 70433 |
$313,596,495 | 590 |
A percentage of AUM Fixed fees |
* Additional advisors listing is provided in partnership with Yext
| Financial Advisor | Office Location | Phone Number |
| Live Oak Financial Group, LLC Inquire with Live |
7020 Higway 190 West, Service Road Suite A, Covington, LA 70433 | 985-624-8916 |
| Any Lab Test Now Inquire with Any |
360 Emerald Forest Blvd, Suite H, Covington, LA 70433 | 985-317-1010 |
| Edward Jones Inquire with Edward |
9 Starbrush Cir, Suite 202, Covington, LA 70433 | 985-900-2366 |
| Edward Jones Inquire with Edward |
5001 Hwy 190 East Service Rd, Suite A2, Covington, LA 70433 | 985-892-6154 |
| Edward Jones Inquire with Edward |
621 B River Highlands Blvd, Covington, LA 70433 | 985-875-0400 |
| Edward Jones Inquire with Edward |
1200 Bus Hwy 190, Suite 21, Covington, LA 70433 | 985-893-4742 |
| Edward Jones Inquire with Edward |
820 Boston St, # A-6, Covington, LA 70433 | 985-867-3325 |
| Edward Jones Inquire with Edward |
69285 Hwy 21, Ste A, Covington, LA 70433 | 985-845-1072 |
| Edward Jones Inquire with Edward |
136 Terra Bella Blvd, Ste A, Covington, LA 70433 | 985-338-2288 |
| Edward Jones Inquire with Edward |
1200 Business Hwy 190, Suite 21, Covington, LA 70433 | 985-893-4742 |
Grow your AUM with pre-qualified leads!
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