A complete list of active advisors currently associated with Andre Caubarreaux

Warmer can help you find a great advisor at Andre Caubarreaux or one who fits your needs even better.

The firm provides personalized financial planning and non‑discretionary investment advisory services to individuals, corporations, pension and profit‑sharing plans, trusts, estates, charitable organizations and small businesses, with advice on cash flow, tax, retirement, education funding and estate matters. It manages approximately $17 million for about 51 clients and offers ongoing monitoring and recommendations while clients retain final decision‑making authority for transactions. The investment approach emphasizes long‑term fundamental analysis and explicitly avoids active trading or market timing, with regular reviews of asset allocation and performance to inform recommendations. All investment services are non‑discretionary—the firm does not place trades or vote client proxies—and clients must execute transactions through their chosen custodians. Distinctive aspects include the advisor’s Louisiana life/health/variable annuity insurance license and a prior, long history of broker‑dealer registrations (Series 7, 63, 66, and 24) that were voluntarily surrendered; the brochure also states the firm operates as fee‑only and does not sell insurance, annuities or accept commissions. The firm is a sole practitioner with modest AUM and client count, provides occasional business consulting outside advisory work, and maintains written business continuity and information security programs.

To learn more about the advisors currently working at Andre Caubarreaux, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.