Top financial 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.
Choosing the right financial advisor in Louisiana means focusing on whether they can handle the specific work you need, not just picking from a large list. A common mistake is hiring an advisor based on a quick recommendation and later finding out they don't address your unique financial concerns.
- Match on the actual work. Ask what a typical day looks like for the advisor. If your needs include insurance or storm-risk planning, make sure they have experience with those areas.
- Fee model fit. Understand how the advisor charges—whether it's a flat fee, a percentage of assets, or hourly rates—to see what aligns with your preferences.
- Continuity risk. If the advisor works alone, inquire about their plan for your account if they retire or leave. For team-based advisors, ask who else would be familiar with your financial situation.
- In-person vs. remote. Decide if you prefer meeting face-to-face or if you're comfortable working with someone remotely, and check how the advisor accommodates your preference.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Gordon B
Series 66
Luling, LA
Edward Jones
Gordon Brown III specializes in retirement income strategy and wealth management, with 18 years of experience and a focus on oil and gas clients in Luling, Louisiana. He works at Edward Jones, a large firm managing over $1 trillion in assets, offering a comprehensive advisory program with fees up to 1.35% annually, which may suit clients seeking established firm resources and industry expertise.
Experience: 18 years
Avg account: $246,728
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Michael F
Series 66
Crowley, LA
Kovack Advisors, inc.
Michael Fontenot offers expertise in wealth management and retirement plans for business owners, making him well-suited for clients in Louisiana seeking these services. His firm, Kovack Advisors, emphasizes diversified asset-class exposure and serves a broad client base, while his flat-fee and negotiable AUM fee structures provide flexible payment options compared to other advisors in the area.
Experience: 19 years
Avg account: $433,120
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Collin K
Series 66
New Orleans, LA
J.P. Morgan Securities
Collin Kulivan specializes in wealth management at J.P. Morgan Securities in New Orleans, offering services suited for executives and business owners with a 0.30% annual AUM fee. His experience at a large firm providing institutional consulting and customized performance reporting distinguishes him from advisors at smaller firms, while his local ties add a personal touch to client relationships.
Experience: 4 years
Avg account: $318,381
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Julie B
Series 66
Shreveport, LA
intrua Financial
Julie Boswell specializes in retirement plans for business owners and business exit strategies, making her well-suited for entrepreneurs in Louisiana seeking tailored wealth management. Her firm, intrua Financial, offers a multi-faceted investment approach with both discretionary and non-discretionary management, and she provides flexible fee options including flat fees and hourly rates, distinguishing her from advisors with more rigid fee structures.
Experience: 18 years
Avg account: $507,796
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Mark K
Series 63, Series 65
Mandeville, LA
Meridian Wealth Management, LLC
Mark Kebodeaux offers expertise in retirement income strategy and charitable giving tax strategies, supported by 34 years of industry experience and Series 63 and 65 licenses. Operating from Mandeville, LA, he provides flat-fee financial planning and consulting services through Meridian Wealth Management, which serves a diverse client base including high-net-worth individuals and corporate clients, distinguishing him with a broad investment approach and flexible fee options.
Experience: 34 years
Avg account: $812,134
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