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Your service helped us connect with Brian who had clients similar to our situation.
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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.
Metairie
has
1
WiserAdvisor vetted Financial Planners and Advisors for you to
choose from and
66
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 |
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 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 |
* 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 |
Grow your AUM with pre-qualified leads!
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