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Find Top Financial Advisors in Metairie, 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 Metairie, Louisiana
Last Updated - 28-Jun-2022

Metairie has 1 WiserAdvisor vetted Financial Planners and Advisors for you to choose from and 63 non-vetted advisors in your local area. These financial advisors in Metairie, Louisiana have an average of 13 years of experience.

NOTE: The list of financial advisors in Metairie, 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 Metairie, Louisiana.

Qualified Financial Advisors in Metairie, 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

Information on Qualified Financial Advisors in Metairie

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


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

Firm Name AUM No. of Clients Fee Structure
Truwealth Advisors, Llc
2700 Lake Villa Drive , Suite 200,
Metairie, LA 70002-6785
$1,697,533,238 5290 A percentage of AUM
Fixed fees
Maritime Partners, Llc
3838 N. Causeway Blvd. , Suite 3335,
Metairie, LA 70002
$1,124,576,814 9 A percentage of AUM
Fixed fees
Performance Based
Other (EQUITY INVESTMENT)
Fpl Capital Management, Llc
3525 North Causeway Boulevard , Suite 633,
Metairie, LA 70002
$582,055,320 761 A percentage of AUM
Hourly charges
Fixed fees
Adg Wealth Management Group, Llc
433 Metairie Road, Suite 500,
Metairie, LA 70005
$341,395,704 1316 A percentage of AUM
Hourly charges
Fixed fees
Other (NEGOTIABLE FEES, SOLICITOR FEES, SUB ADVISORY FEES)
Wealthharbor Capital Group, Llc
433 Metairie Rd , Suite 500,
Metairie, LA 70005
$296,146,121 211 A percentage of AUM
Fixed fees
Crescent Sterling Ltd.
4415 Shores Drive , Suite 250,
Metairie, LA 70006-6804
$209,280,000 485 A percentage of AUM
Hourly charges
Fixed fees
Regatta Research & Money Management L.L.C.
6620 Riverside Drive , Suite 207,
Metairie, LA 70003
$168,058,168 1477 A percentage of AUM

    List of Additional Advisors in Metairie, Louisiana*

    * Additional advisors listing is provided in partnership with Yext

    Financial Advisor Office Location Phone Number
    Anita Stephens
    Inquire with Anita
    2955 Ridgelake Dr, Ste 103, Metairie, LA  70002 504-837-7989
    Goudeau Wealth Planning Group
    Inquire with Goudeau
    1 Galleria Blvd, Ste 1111, Metairie, LA  70001 504-837-6541
    Jayne Goertz
    Inquire with Jayne
    2700 Lake Villa Dr, Ste 200, Metairie, LA  70002 504-779-7790
    Gary Alfonso
    Inquire with Gary
    3351 Severn Ave, Ste 104, Metairie, LA  70002 504-831-0515
    William Robert Duncan Jr
    Inquire with William
    4501 W Napoleon Ave, Ste 110, Metairie, LA  70001 504-887-9355
    Gray L Goudeau
    Inquire with Gray
    1 Galleria Blvd, Ste 1111, Metairie, LA  70001 504-837-6541
    Jennifer Slimmer
    Inquire with Jennifer
    1 Galleria Blvd, Ste 1111, Metairie, LA  70001 504-837-6541
    Charles Thensted
    Inquire with Charles
    1 Galleria Blvd, Ste 1620, Metairie, LA  70001 504-322-2974
    John Gin
    Inquire with John
    1 Galleria Blvd, Ste 1620, Metairie, LA  70001 504-837-1402
    Ralph Leopold
    Inquire with Ralph
    1 Galleria Blvd, Ste 1620, Metairie, LA  70001 504-322-2975
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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.

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      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.

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      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?