Free match service | No obligation to hire
Personalized advice for
Portfolio Size of 100K and above
FINRA/SEC Registered Advisors
Quality: All Advisors undergo strict screening to be part of our match network.
Accuracy: We match you to vetted advisors that closely align with your needs.
Simplicity: Our matching system is free and easy to use and takes less than 5 minutes to complete your request.
Confidentiality: Your privacy is important to us. Your information will only be provided to the advisors matched to you.
Your service helped us connect with Brian who had clients similar to our situation.
Former advisor put our cash in a cookie-cutter investment plan and we wanted to find alternative options...
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
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 |
Qualifications
CRD# 3189464
FirmCRD# 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!
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?
