A complete list of active advisors currently associated with Delta Financial Advisors, L.L.C.
Warmer can help you find a great advisor at Delta Financial Advisors, L.L.C. or one who fits your needs even better.
Delta Financial Advisors provides discretionary and non-discretionary investment supervisory services and comprehensive financial planning to individuals, retirement plans, trusts, estates, charities and corporations. The firm tailors portfolios of negotiable securities to clients’ goals, and generally requires a $500,000 account minimum (which may be adjusted on a case-by-case basis). The firm relies on a mix of fundamental, technical and charting analysis and uses third‑party research from providers such as Standard & Poor’s, Value Line, Moody’s, Ned Davis, Reuters and major investment banks. Its investment practice emphasizes mostly long‑term equity holdings (typical equity portfolios hold about 35 individual stocks) and laddered, investment‑grade bond portfolios (generally at least 10 bond positions), with periodic use of shorter‑term trades, options and international exposure via funds. What distinguishes this firm is its relatively small advisory team managing roughly $592 million in client assets, resulting in a higher‑than‑typical assets‑under‑management per advisor for peer team firms. The brochure also discloses a recent ownership change effective July 1, 2026, continued use of Schwab Advisor Services for custody and institutional resources, and explicit fiduciary acknowledgments for retirement account rollovers under DOL guidance.
To learn more about the advisors currently working at Delta Financial Advisors, L.L.C., 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.
Name |
Location |
Years of experience |
|---|---|---|
Metairie, LA
| 21
| |
Metairie, LA
| 2
| |
Metairie, LA
| 15
|
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