Click/tap here to find the best Baton Rouge, Louisiana financial advisor for your needs!

Financial Advisors in Baton Rouge, Louisiana (East Baton Rouge County)

Ferro Financial LLC
Baton Rouge, LA

Shelley Ferro, CFP, EA
@import url(;@import url(;@import url( See More

Apex Capital Management
49 miles from Baton Rouge, LA

Robert Morella, CPA/PFS
Apex Capital Management, LLC is a financial planning and investment management firm. Our affilated company Arsement, Redd & Morella, LLC provides accounting and tax services. Together we offer a holistic approach to achievin... See More

Personal Financial Advisors, LLC
62 miles from Baton Rouge, LA

PFA is a fee-only firm offering comprehensive personal financial planning and investment advice.

Highlights: Charitable Planning, College Planning, Investment Consulting, Professional Wealth Management, Independent Investment Advisor, Comprehensive Financial Planning, Fiduciary, Retirement Planning, Certified Financial Planner, Fee Only, NAPFA Member
Cory Faucheux
67 miles from Baton Rouge, LA

Personal financial planning for small businesses, executive compensation and benefit strategies, retirement, tax management strategies and estate planning strategies.

Many of my clients are successful professionals preparing for retirement and nee... See More

Highlights: Annuities & Life Insurance, Professional Wealth Management, Wealth Management, Investment Services, Divorce Planning, Trustee Services, 401K Consulting, Retirement Planning, Legacy Planning, Comprehensive Financial Planning, College Planning, Mutual Funds, Estate Planning, Charitable Planning, Special Needs Planning, Disability Income & Long Term Care Insurance, Business Planning, Investment Consulting, Family Financial Planning, Asset Protection
Brett Terrell of Terrell Financial Group
68 miles from Baton Rouge, LA

We offer comprehensive financial planning and fee-only money management. Our focus is specifically with people who are retired and those people within 5 years of retiring. We specialize in protecting retirement assets, including income planning, re... See More

Highlights: Investment Consulting, Financial Planning, Independent Investment Advisor, Women's Issues, Wealth Management, Estate Planning, Divorce Planning, Financial Planning Advice And Services, 403B Plans, Fiduciary, Retirement Planning, ETFs, IRA, Annuities & Life Insurance, Investment Management, Registered Investment Advisor, Retirement Distribution Plan, Young Investors, 401K Consulting, Disability Income & Long Term Care Insurance
Upperline Financial Planning
74 miles from Baton Rouge, LA

We are a fee-only financial planning firm, serving clients throughout the greater New Orleans area. While we specialize in the medical community, we have a broad array of clients from young professionals through retirees. We earn no commissions, wh... See More

Highlights: Financial Planning Association Member, Education Planning- Fee-Only, Advisory And Investment Management, Retirement Income Planning, Passive Investment Strategies, Young Investors, Financial Life Planning, Retirement Distribution Plan, Comprehensive Financial Planning, NAPFA Member, Financial Planning For Physicians, Fiduciary, Fee Only, Cash Management & Budgeting, CFP®, Certified Financial Planner
The Planning Center
74 miles from Baton Rouge, LA

Andrew Sivertsen, CAP, CFP
The Planning Center (TPC) is first and foremost a financial planning firm, widely respected for practicing grounded philosophies. In addition, The Planning Center's processes are backed by academic research in financial pla... See More is © Copyright Sudden Ventures, Inc. ( 0.057 secs on 10/22/20)

Privacy Policy