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  • 1

    Cathy Pareto and Associates

    Baton Rouge, LA (1.59 miles)

    Services offered: Money Management, Retirement Planning, 401K to IRA Rollover, Estate Planning, 529 College Savings

    Portfolio requirement: $250,000

    **NAPFA Member** We provide a more personal approach to financial planning and investing. We operate as an independent Fee-Only Advisory firm. NEW CLIENT minimum portfolio size = $100,000...

  • 2

    Evensky & Katz, LLC

    Baton Rouge, LA (3.53 miles)

    Services offered: Money Management, Retirement Planning, 401K to IRA Rollover, Estate Planning

    Portfolio requirement: $1,000,000

    **NAPFA Member** We are a nationally respected wealth management firm with over 20 years of experience understanding and responding to our client's unique circumstances. We serve clients nationally. NEW CLIENT minimum portfolio size = $1,000,000...

  • 3

    Twru Private Wealth Management, LLC

    527 E. Airport Ave
    Baton Rouge, LA

  • 4

    Arbor Wealth Management


    Destin, FL

    Services offered: Money Management, Retirement Planning, 401K to IRA Rollover

    Portfolio requirement: $500,000

    Come see us for a free consultation when you are in or near Destin, FL. We are a “Fee-Only” Registered Investment Advisory Firm We specialize in portfolio management for high net-worth clients and in retirement planning. Portfolio Min = $500,000.

  • 5

    B F Anderson & Co. Inc

    2237 South Acadian Thruway
    Baton Rouge, LA

  • 6

    Wealth Planners, LLC

    6230 Perkins Road
    Baton Rouge, LA

  • 7

    Financial Design Capital Management, Inc.

    8048 One Calais Ave. Suite B
    Baton Rouge, LA

  • 8

    Diversified Investment Strategies, LLC

    11939 Bricksome Ave
    Baton Rouge, LA

  • 9

    Billeaud Capital Management Inc

    1018 Harding St., Suite 104
    Lafayette, LA

  • 10

    Asset Planning Services Inc

    509 W. 21st Avenue
    Covington, LA

  • 11

    Personal Financial Advisors, L.L.C.

    100 Tyler Street, Number 6
    Covington, LA

  • 12

    Crescent Sterling LTD.

    3850 North Causeway Blvd.
    Metairie, LA

  • 13

    Kboc, LLC

    2555 Severn Avenue
    Metairie, LA

  • 14

    The Mutual Fund Store

    3900 N. Causeway Boulevard Suite 100
    Metairie, LA

  • 15

    A-V Capital Management, LLC

    111 Veterans Blvd.
    Metaire, LA

  • 16

    Regatta Research & Money Management L.L.C.

    2121 N. Causeway Blvd.
    Metairie, LA

  • 17

    Delta Financial Advisors

    909 Poydras Street
    New Orleans, LA

  • 18

    Equitas Partners, LLC

    909 Poydras Street
    New Orleans, LA

  • 19

    Deane Retirement Strategies, Inc.

    2065 Energy Centre,
    New Orleans, LA

  • 20

    Flower Walter C & Co Inc

    408 Magazine Street
    New Orleans, LA

  • 21

    Waters, Parkerson & Co., LLC

    Suite #512
    New Orleans, LA

  • 22

    Arbor Wealth Management


    Destin, FL

    Services offered: Money Management, Retirement Planning, 401K to IRA Rollover

    Portfolio requirement: $500,000

    Come see us for a free consultation when you are in or near Destin, FL. We are a “Fee-Only” Registered Investment Advisory Firm We specialize in portfolio management for high net-worth clients and in retirement planning. Portfolio Min = $500,000.

  • 23

    Broussard Financial Group, LLC

    106 West Veterans Memorial Drive
    Kaplan, LA

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