A complete list of active advisors currently associated with Broussard Financial Group, LLC

Warmer can help you find a great advisor at Broussard Financial Group, LLC or one who fits your needs even better.

Broussard Financial Group provides discretionary investment management and financial planning to individuals (including high net worth clients), related trusts and estates, retirement plans, and business entities. As of December 31, 2025 the firm reported about $138.8 million in discretionary assets across roughly 191 client relationships and offers both ongoing portfolio supervision and stand‑alone planning or consulting engagements. The firm generally constructs portfolios using exchange‑traded funds, mutual funds and cash equivalents, with individual stocks or bonds managed only in limited circumstances, and it reviews accounts at least quarterly with rebalancing as appropriate. Its investment process combines charting, technical and fundamental analysis and employs both long‑term and short‑term trading approaches; the firm explicitly treats cash as an asset class and maintains cash‑sweep practices for client accounts. Noteworthy aspects include a relatively large asset base managed by a small advisory team and an unusually broad planning offering for a firm of this size, covering items such as cost segregation studies, corporate structure advice, mortgage and real estate analysis, and lines‑of‑credit evaluation. The brochure also states the firm does not recommend cryptocurrency, will implement ESG investing only at client direction, does not accept proxy‑voting authority, and uses custodial arrangements (including Schwab/SEI programs) that provide research and soft‑dollar benefits.

To learn more about the advisors currently working at Broussard Financial Group, LLC, 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.