Find Top Financial Advisors in Mandeville, Louisiana

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 Mandeville, Louisiana

Last Updated - 29-May-2023

Mandeville has 1 WiserAdvisor vetted Financial Planners and Advisors on the online list below for you to choose from and 30 non-vetted advisors in your local area. These financial advisors in Mandeville , Louisiana have an average of 25 years of experience.

NOTE: The list of vetted financial advisors in Mandeville , Louisiana mentioned below does 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 Mandeville, Louisiana.

Qualified Financial Advisors in Mandeville, Louisiana

Financial Advisor Experience AUM Minimum Assets Fee Structure
Olivier Group, LLC
4609 Bluebonnet Blvd.,
Suite A,
Baton Rouge, LA 70809
25 Years $0 Not Specified Fee-Based

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Information on Qualified Financial Advisors in Mandeville, Louisiana

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,
Phone Number 225-757-9484

About Olivier Group

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

Customer Reviews

Top Financial Advisor Firms in Mandeville, Louisiana (Ranked by AUM)

Firm Name No. of Advisors No. of Clients AUM Fee Structure
830 West Causeway Approach, Suite 1200, Mandeville, LA 70471
9 197 $1,637,636,324
A percentage of AUM, Fixed fees
1417 West Causeway Approach, Mandeville, LA 70471
3 699 $443,000,000
A percentage of AUM
4565 Lasalle Street, Suite 201, Mandeville, LA 70471
1 233 $146,843,889
A percentage of AUM, Hourly charges, Fixed fees
2895 Highway 190 Ste 205, Mandeville, LA 70471
6 440 $115,116,886
A percentage of AUM, Hourly charges, Fixed fees

    List of Additional Advisors in Mandeville, Louisiana*

    * Additional advisors listing is provided in partnership with Yext

    Financial Advisor Office Location Phone Number
    1261 West Causeway Approach, Mandeville, LA  70471 985-624-6900
    1261 West Causeway Approach, Mandeville, LA  70471 985-624-6943
    225 W Causeway Approach, Mandeville, LA  70448 985-612-7148
    1327 W Causeway Approach, Mandeville, LA  70471 985-727-1591
    645 Lotus Dr N, Ste B, Mandeville, LA  70471 985-626-7526
    1261 West Causeway Approach, Mandeville, LA  70471 985-624-6900
    801 Asbury Drive, Suite D, Mandeville, LA  70471 985-626-7574
    1261 West Causeway Approach, Mandeville, LA  70471 985-624-6905
    1261 West Causeway Approach, Mandeville, LA  70471 985-624-6907
    1261 West Causeway Approach, Mandeville, LA  70471 985-624-6960

      Select other cities around Mandeville, Louisiana to broaden your search for a financial advisor

      Frequently Asked Questions

      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?