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Find Top Financial Advisors in Covington, Louisiana

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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.

Finding the Top Financial Advisor in Covington, Louisiana
Last Updated - 23-Nov-2022

Covington has 2 WiserAdvisor vetted Financial Planners and Advisors for you to choose from and 12 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

Information on Qualified Financial Advisors in Covington

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.

About Goss Wealth Management

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

About Olivier Group

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

    List of Additional Advisors in Covington, Louisiana*

    * 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
    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
    Edward Jones
    Inquire with Edward
    621 B River Highlands Blvd, Covington, LA  70433 985-875-0400
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      Financial advisors help their client by providing financial advice and strategy to build wealth and eliminate risk. They assess the client's risk appetite, their unique needs and requirements, their short-term and long-term goals and guide them towards adopting the right financial plan, retirement plan, estate plan or education plan etc. as necessary. Learn more about the roles & benefits of a financial advisor.

      Financial advisors strategize financial planning and help you make the right decision about your investments. They weigh the pros and cons, and are abreast with the latest industry updates regarding tax issues and investment vehicles. These valuable insights guide you to make investments that meet your financial requirements and goals such as buying a house, education, having a baby or securing your retirement. Learn more about the cost of a financial advisor?.

      A financial advisor can help you manage your finances especially when you don't have the time to do it yourself or when there are major changes in your life, such as getting married or having a baby. Even if you've managed your investment on your own, the best financial planners can vet your plan and assess it from a different perspective, to add surety to your decisions. Learn more about the best time to hire a financial advisor.

      While choosing a financial planner to help you with your investment decisions, it's important to do some spadework. Meet different consultants and compare and contrast their advice. Pick up clues that demonstrate their experience and integrity. It is also important to verify the credentials of an independent financial planner before making a decision. Read the guide on choosing the best financial advisor.

      Finding the right person or a financial advisory firm to help with your retirement planning might take some effort, but the effort is worth it. Financial advisors might have different specializations, look for one who has had past experience in retirement planning. Also, this could translate to a long - term relationship, so it's important to find someone whom you like, trust and respect. Read here the importance of retirement planning.

      A fiduciary is any person or firm who acts on behalf of another individual or firm to manage their assets. Fiduciary financial advisors provide their client the highest quality of care while maintaining 'good faith', meaning they wouldn't act in favor of anyone else's interests, including their own. The best way to be certain that a financial advisor is a fiduciary is to simply ask. Learn more about what is a fiduciary financial advisor.

      A financial advisor is any person who helps their client manage their money by giving valuable investment insights to help financial decision making. A financial planner is also a financial advisor but specializes in creating comprehensive plans for their clients to match their specific goals. Learn more about financial advisor vs financial planner: Who do you need?