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Choosing a reliable financial advisor is crucial to building and securing your financial future. Whether you’re planning for retirement, managing wealth, or seeking strategic investment guidance, New Orleans offers a range of firms that cater to individuals, families, and businesses. Below is a curated list of financial advisors in New Orleans worth considering.
- Standard Investment Advisors
- St Denis J Villere & Co
- Valmiki Capital Management
- Bertucci & Labiche
- Crescent Growth Capital LLC
- Synergase Consulting Group
- Fortier Financial
- TruFund Financial Services
- Stephens Financial Services
- The Consortium
1. Standard Investment Advisors
Phone: (844) 265-6151
Email: margie@siainvestments.com
Address: Saint Charles Ave, New Orleans, LA 70139
Website: standardinvestmentadvisors.com
Get in touch with Standard Investment Advisors for personalized financial guidance. Their expert team helps clients reach their investment goals with tailored solutions built on trust and performance.
2. St Denis J Villere & Co
Phone: (504) 525-0808
Email: info@villere.com
Address: 601 Poydras St #1808, New Orleans, LA 70130
Website: villere.com
Villere & Co. has served clients since 1911, providing long-term equity strategies and customized portfolio management. The firm is deeply rooted in New Orleans and committed to individualized service.
3. Valmiki Capital Management
Phone: (646) 979-5000
Email: info@valmikicapital.com
Address: 938 Lafayette St, New Orleans, LA 70113
Website: valmikicapital.com
Valmiki Capital is a private investment firm specializing in early-stage and growth equity. Though headquartered in New York, their New Orleans office reflects a local commitment to entrepreneurial growth.
4. Bertucci & Labiche
Phone: (504) 733-3933
Email: bertucci.labiche@lpl.com
Address: 1321 Hickory Ave #100, New Orleans, LA 70123
Website: bertuccilabiche.com
Though primarily an architectural firm, Bertucci & Labiche also provides innovative design and planning insights that blend financial, functional, and aesthetic perspectives for development-oriented clients.
5. Crescent Growth Capital LLC
Phone: (504) 378-3470
Email: eric.finley@crescentgrowthcapital.com
Address: 201 St Charles Ave, New Orleans, LA 70170
Website: crescentgrowthcapital.com
This firm specializes in tax credit financing and historic preservation consulting, having closed over $2.25 billion in deals. With deep banking and public finance roots, Crescent brings unique value to complex funding projects.
6. Synergase Consulting Group
Phone: (757) 707-0858
Email: info@synergase.com
Address: 920 Poeyfarre St, New Orleans, LA 70130
Website: synergase.com
Synergase helps nonprofit and education clients scale impact through strategy, donor development, and leadership training. Their work intersects finance, mission, and community value.
7. Fortier Financial
Phone: (504) 377-7500
Email: nicole.aucoin@lpl.com
Address: 5937 Catina St, New Orleans, LA 70124
Website: fortierfinancial.net
Fortier Financial has offered tailored financial planning services since 1996. Led by Brad Fortier, CFP®, they focus on retirement, estate planning, education savings, and long-term wealth management.
8. TruFund Financial Services
Phone: (504) 293-5550
Email: mencarnacion@trufund.org
Address: 935 Gravier St Ste 1120, New Orleans, LA 70112
Website: trufund.org
As a nonprofit CDFI, TruFund provides financial tools to underserved communities. They support small business growth with loans, advisory services, and programs across Louisiana and beyond.
9. Stephens Financial Services
Phone: (504) 362-5570
Email: jstephens@dorseyco.com
Address: 3528 Holiday Dr Ste A, New Orleans, LA 70114
Website: sfsnolaplanner.com
Founded by Certified Financial Planner™ Joseph Stephens, this firm delivers custom wealth management strategies including retirement and portfolio planning to help clients navigate complex financial paths.
10. The Consortium
Phone: (504) 339-8925
Email: theconsortium.caitlyn@gmail.com
Address: 800 N Causeway Blvd Suite 2B, New Orleans, LA 70130
Website: consortiumadvice.com
The Consortium offers high-level financial and strategic advisory, from private capital deployment to investment structuring. Their personalized approach helps clients manage wealth with confidence.
Choosing the right financial advisor in New Orleans is key to achieving your financial goals. Whether you’re planning for retirement, growing your wealth, or managing investments, the firms listed above offer trusted expertise and personalized solutions to guide your financial journey.
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