Top advisors in Louisiana
The right financial advisor for you depends on how you weigh location, expertise, experience, the clients they typically serve, and how they work with you.
You might seek a financial advisor in Louisiana when you're navigating complex local tax rules, planning for retirement, or managing investments in a way that fits your unique financial goals. A common mistake is working with an advisor who applies generic strategies without considering Louisiana's specific economic and regulatory environment.
- Local tax knowledge. Confirm how they incorporate Louisiana's tax laws into your financial plan to avoid surprises.
- Retirement planning insight. Ask how they tailor retirement strategies to your timeline and income sources within the state's context.
- Investment approach. Look for advisors who align your portfolio with both your risk tolerance and Louisiana's market opportunities.
- Experience level. Seasoned advisors often bring deeper understanding of regional financial nuances that can impact your outcomes.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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David C
Series 63, Series 65
Houston, TX
LPL Financial
David Cade's extensive 41 years of experience and expertise in wealth management and retirement plans for business owners equip him to address complex financial needs, including those relevant to Louisiana residents. Operating within LPL Financial, a large firm known for diverse investment solutions and supported by in-house research, he offers flat-fee financial planning and consulting, distinguishing him from advisors who may charge hourly or lack access to broad institutional resources.
Experience: 41 years
Avg account: $399,489
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Gordon B
Series 66
Luling, LA
Edward Jones
Gordon Brown III's 18 years of experience and focus on retirement income strategy and wealth management make him well-equipped to address financial planning needs specific to Louisiana, including local tax considerations. Operating within Edward Jones, a large firm managing over $1 trillion in assets, he offers a comprehensive range of advisory programs with a fee structure up to 1.35% annually, distinguishing him from advisors at smaller firms or with narrower service scopes.
Experience: 18 years
Avg account: $246,728
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William S
Series 63, Series 65
College Station, TX
Smith & Wyatt
William Soltow offers expertise in retirement income strategy and general estate planning, which can support clients managing their financial goals with a focus on retirement and wealth management. His flat-fee and independent advisory approach, combined with 13 years of industry experience and a background founding Frontier Wealth Management, distinguishes him from others by providing flexible fee options and personalized service beyond typical asset-based fees.
Experience: 13 years
Avg account: $286,584
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John Z
Series 63, Series 66
Boca Raton, FL
Nfsg Corporation
John Zaffarano offers wealth management services with nine years of experience and holds Series 63 and 66 licenses, which supports handling complex financial needs. His firm, NFSG Corporation, provides customized portfolios using various investment strategies and offers both discretionary and non-discretionary services, with flexible fee options including flat fees and up to 2% AUM charges, distinguishing him from advisors focused solely on Louisiana-based clients.
Experience: 9 years
Avg account: $339,979
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Richard M
Series 63
Fort Walton, FL
Cetera
Richard Martin's extensive 28 years of experience and expertise in wealth management, tax-loss harvesting, and retirement plans for business owners make him well-equipped to address financial needs in Louisiana, especially for those approaching retirement or high earners. His affiliation with Cetera, a large firm offering diverse portfolio management and fiduciary solutions, combined with his flat-fee and hourly consulting options, distinguishes him from other advisors by providing flexible fee structures and comprehensive services.
Experience: 28 years
Avg account: $306,089
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