A complete list of active advisors currently associated with Graf Financial, L.L.C.
Warmer can help you find a great advisor at Graf Financial, L.L.C. or one who fits your needs even better.
Graf Financial, L.L.C. provides investment management, personal financial planning, and project-based investment consulting to individuals, trusts, estates, corporations, retirement plans, and charitable organizations. Services include discretionary and non-discretionary portfolio management across equities, mutual funds, and fixed income, as well as advice on employer‑sponsored retirement plans and other institutional accounts. The firm applies core value investing principles using fundamental business and economic analysis, favoring long‑term holdings with diversification and asset allocation tailored to each client’s objectives. Clients are onboarded through interviews and written questionnaires, receive ongoing monitoring of portfolios (monthly reviews) and quarterly reporting, and may engage the advisor for standalone financial planning or hourly consulting projects. Compared with many independent solo advisors, Graf Financial’s practice includes charitable organization clients, pension consulting and employer‑plan advice, and participation in educational conferences and workshops (including programs available through its custodian). The principal holds CFP and CDFA credentials and offers specialized services such as divorce‑related financial analysis in addition to traditional wealth management.
To learn more about the advisors currently working at Graf Financial, 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 |
|---|---|---|
Baton Rouge, LA
| 19
|
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