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Credentials
CFP®
Experience Industry experience
9 years
Location
New Orleans, LA
Deliberate Finances
Independent
Total advisors
1Clients per advisor
59 Very HighAvg AUM per client
$317,423 LowHNW client ratio
24% TypicalI specialize in working with people who inherit significant wealth at a relatively young age. I've seen time and again clients go through a sudden loss and also have their entire financial picture radically change in a matter of months. Suddenly coming into a large amount of money adds complexity both on the technical side (taxes, investing, retirement, probate, etc.) but also on the identity side: Who am I now? What has changed and what hasn't? How do I do my best to value this money while not valuing it TOO much? These are the types of questions I love helping clients wrestle with.
Before becoming a fee-only financial planner, I worked as a teacher and then as a school administrator overseeing HR, including recruiting and hiring teachers. Working in HR revealed a lot about the financial lives of employees, and that’s where the lightbulb went off:
Too many people feel overwhelmed with their finances, always wondering if they're making mistakes. And too many people who want help are taken advantage of or shut out by our financial institutions.
I changed careers, earned a certificate in financial planning from L.S.U., became a CFP® professional, and started Deliberate Finances. I work primarily with couples in their 30's and 40's to help make sure your money is going to supporting your ideal life, and NOT going to things that you ultimately don't value highly.
When not working, I’m exploring a New Orleans festival with my wife & two kids, running or biking around the city, or watching way too many hours of tragic Minnesota sports teams. I also tend to be on one nonprofit board or another at all times.
Based on Deliberate Finances
$6,000+ annually
$300 - $800/month
$900 - $2,400/quarter
Pricing starts at $6,000 annually and rises with net worth, income and complexity.
New Orleans, LA
New Orleans LA
Advisors at this office
1
Louisiana · Texas
9 years of industry experience
Frailich Consulting, LLC
2016 - 2020 • 4 years
New Orleans, LA
New Orleans College Prep
2011 - Present • 15 years
New Orleans, LA
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Verified by Warmer
CFP®, Series 66, CFA®
New Orleans, LA
Dumaine Investments LLC
Mitchell Bordelon is a financial advisor at Dumaine Investments LLC in New Orleans, LA, holding the CFP® designation and Series 66 license with 12 years of industry experience. His prior roles include positions at Crescent Sterling, Ltd and Hancock Bank, where he also worked with Hancock Investment Services, Inc. Mitchell’s background spans both banking and investment services. Dumaine Investments provides investment management, wealth advisory, and financial consulting services to individuals, high-net-worth clients, trusts, pension and profit-sharing plans, charitable organizations, and businesses. The firm customizes advice and portfolio allocations based on client objectives, risk tolerance, and liquidity needs, with a focus on both public and private investment opportunities, including private real estate placements and tailored portfolios.
Metairie, LA
MÄTIS Financial LLC
Deke Carbo is the sole advisor at MÄTIS Financial LLC in Metairie, LA, with 22 years of industry experience. He has led MÄTIS Financial since 2006. MÄTIS Financial LLC provides investment advisory and financial consulting services to pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and individual clients. The firm specializes in employee benefits and pension consulting for ERISA plans and plan fiduciaries, offering advice on a non-discretionary, consultative basis without ongoing portfolio management or asset custody.
CFP®, Series 63, Series 65
Marrero, LA
Stability Financial, LLC
Raymond Davis is a CFP® professional with 23 years of experience in the financial services industry. He has been with Stability Financial, LLC since 2013 and holds Series 63 and Series 65 licenses. Stability Financial serves individual clients, including high-net-worth households, as well as pension plans, trusts, estates, and business entities, providing financial planning, consulting, and discretionary investment management. The firm employs a goals-based investment process and manages client accounts using a variety of investment vehicles, combining fundamental and technical analysis.
Series 66
New Orleans, LA
deMauriac LLC
Marigny De Mauriac is a financial advisor with deMauriac LLC in New Orleans, LA, holding a Series 66 license and 12 years of industry experience. Prior to founding deMauriac LLC in 2019, she worked at Edward Jones and Prudential-affiliated firms. Outside of advising, she serves as CEO of AWM Insurance, is an author and illustrator, and leads ThinkCap, a platform supporting underrepresented entrepreneurs. deMauriac LLC manages approximately $40 million across more than 200 client relationships, providing portfolio management and financial planning to individuals, high-net-worth clients, charitable organizations, and retirement plans. The firm’s investment approach combines fundamental, quantitative, and technical analysis with modern portfolio theory, utilizing a range of securities and insurance products, while also offering pension consulting and educational services.
CFP®, Series 63
Kenner, LA
Winchester Capital Services, LLC
Amy Winchester is the principal of Winchester Capital Services, LLC and holds the CFP® designation and Series 63 license. She has 20 years of industry experience, including prior roles at LPL Financial and Gulf Coast Bank & Trust Company. Outside of her advisory work, she organizes and presents Second Saturday Divorce Workshops in the New Orleans area and provides bookkeeping services to small clients. Winchester Capital Services offers portfolio management and financial planning to individuals, high-net-worth clients, and business entities, managing approximately $19.2 million across about 92 clients. The firm operates on a non-discretionary basis with an investment approach that combines charting, fundamental, quantitative, and technical analysis for both long-term and short-term strategies.
Series 63, Series 65
New Orleans, LA
GEM Street Capital Management
Steven Adjmi is a financial advisor at GEM Street Capital Management with three years of industry experience. He holds Series 63 and Series 65 licenses and has a background that includes roles at Union Capital Management Corp and Primary Residential Mortgage. Adjmi is also a licensed CPA and operates an accounting practice as a sole proprietor. GEM Street Capital Management provides discretionary portfolio management to individual and high-net-worth clients, using multiple analysis methods and a range of investment strategies. The firm emphasizes documented client goals, tax considerations, and risk tolerance, with accounts custodied through Schwab Institutional and monitored regularly.
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