{"id":17978,"date":"2025-04-11T15:44:01","date_gmt":"2025-04-11T15:44:01","guid":{"rendered":"https:\/\/pillarwm.com\/financial-advisors\/?page_id=17978"},"modified":"2025-10-25T07:11:18","modified_gmt":"2025-10-25T07:11:18","slug":"new-orleans-to-consider","status":"publish","type":"page","link":"https:\/\/pillarwm.com\/financial-advisors\/new-orleans-to-consider\/","title":{"rendered":"Financial Advisors in New Orleans to Consider"},"content":{"rendered":"\n<div class=\"gb-element-b5b2d16e\">\n<div><!-- HFCM by 99 Robots - Snippet # 4: Dynamic TOC -->\n<div class=\"toc-sidebar\" id=\"toc\">\r\n  <div class=\"toc-title\" onclick=\"toggleTOC()\">\r\n    Table of Content\r\n    <span class=\"toc-toggle-icon\">\u25bc<\/span>\r\n  <\/div>\r\n  <nav class=\"toc-nav\" id=\"toc-nav\"><\/nav>\r\n<\/div>\r\n\r\n\r\n<style>\r\n\/* TOC Sidebar *\/\r\n.toc-sidebar {\r\n  position: sticky;\r\n  top: 100px;\r\n  background: #fff;\r\n  border-left: 4px solid #0073aa;\r\n  padding: 15px;\r\n  font-family: 'Segoe UI', sans-serif;\r\n  font-size: 14px;\r\n  border-radius: 8px;\r\n  box-shadow: 0 2px 10px rgba(0, 0, 0, 0.08);\r\n  max-height: 80vh;\r\n  overflow-y: auto;\r\n  transition: all 0.3s ease;\r\n}\r\n.toc-sidebar {\r\n  position: sticky;\r\n  top: 100px; \/* Distance from top of viewport *\/\r\n  background: #fff;\r\n  border-left: 4px solid #0073aa;\r\n  padding: 15px;\r\n  font-family: 'Segoe UI', sans-serif;\r\n  font-size: 14px;\r\n  border-radius: 8px;\r\n  box-shadow: 0 2px 10px rgba(0, 0, 0, 0.08);\r\n  max-height: calc(100vh - 120px);\r\n  overflow-y: auto;\r\n  transition: all 0.3s ease;\r\n}\r\n\r\n\/* TOC title *\/\r\n.toc-title {\r\n  font-weight: bold;\r\n  font-size: 16px;\r\n  margin-bottom: 10px;\r\n  display: flex;\r\n  justify-content: space-between;\r\n  align-items: center;\r\n  cursor: pointer;\r\n}\r\n\r\n\/* Toggle icon *\/\r\n.toc-toggle-icon {\r\n  font-size: 14px;\r\n  transition: transform 0.3s ease;\r\n}\r\n\r\n.toc-collapsed .toc-toggle-icon {\r\n  transform: rotate(-90deg);\r\n}\r\n\r\n\/* Collapse behavior *\/\r\n.toc-collapsed #toc-nav {\r\n  max-height: 0;\r\n  opacity: 0;\r\n  overflow: hidden;\r\n  transition: max-height 0.3s ease, opacity 0.3s ease;\r\n}\r\n\r\n#toc-nav {\r\n  max-height: 1000px;\r\n  transition: max-height 0.3s ease, opacity 0.3s ease;\r\n}\r\n\r\n\/* TOC links *\/\r\n.toc-nav a {\r\n  display: block;\r\n  margin-bottom: 6px;\r\n  color: #333;\r\n  text-decoration: none;\r\n  padding-left: 0;\r\n  transition: all 0.2s ease;\r\n}\r\n\r\n.toc-nav a:hover {\r\n  color: #0073aa;\r\n  padding-left: 5px;\r\n}\r\n\r\n\/* Indented H3 links *\/\r\n.toc-nav a.toc-h3 {\r\n  padding-left: 15px;\r\n  font-size: 13px;\r\n}\r\n\r\n\/* Hide on mobile *\/\r\n@media screen and (max-width: 768px) {\r\n  .toc-sidebar {\r\n    display: none;\r\n  }\r\n}\r\n<\/style>\r\n\r\n\n<!-- \/end HFCM by 99 Robots -->\n\n<\/div>\n\n\n\n<div>\n<figure class=\"wp-block-image size-full\"><img fetchpriority=\"high\" decoding=\"async\" width=\"712\" height=\"430\" src=\"https:\/\/pillarwm.com\/financial-advisors\/wp-content\/uploads\/2025\/04\/image-151.png\" alt=\"Financial Advisors in New Orleans to Consider\" class=\"wp-image-17998\" srcset=\"https:\/\/pillarwm.com\/financial-advisors\/wp-content\/uploads\/2025\/04\/image-151.png 712w, https:\/\/pillarwm.com\/financial-advisors\/wp-content\/uploads\/2025\/04\/image-151-600x362.png 600w\" sizes=\"(max-width: 712px) 100vw, 712px\" \/><\/figure>\n\n\n\n<p>Choosing a reliable financial advisor is crucial to building and securing your financial future. Whether you&#8217;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.<\/p>\n\n\n\n<ol class=\"wp-block-list\">\n<li>Standard Investment Advisors<br><\/li>\n\n\n\n<li>St Denis J Villere &amp; Co<br><\/li>\n\n\n\n<li>Valmiki Capital Management<br><\/li>\n\n\n\n<li>Bertucci &amp; Labiche<br><\/li>\n\n\n\n<li>Crescent Growth Capital LLC<br><\/li>\n\n\n\n<li>Synergase Consulting Group<br><\/li>\n\n\n\n<li>Fortier Financial<br><\/li>\n\n\n\n<li>TruFund Financial Services<br><\/li>\n\n\n\n<li>Stephens Financial Services<br><\/li>\n\n\n\n<li>The Consortium<\/li>\n<\/ol>\n\n\n\n<figure class=\"wp-block-image size-full\"><img decoding=\"async\" width=\"712\" height=\"430\" src=\"https:\/\/pillarwm.com\/financial-advisors\/wp-content\/uploads\/2025\/04\/image-152.png\" alt=\"Standard Investment Advisors\" class=\"wp-image-18008\" srcset=\"https:\/\/pillarwm.com\/financial-advisors\/wp-content\/uploads\/2025\/04\/image-152.png 712w, https:\/\/pillarwm.com\/financial-advisors\/wp-content\/uploads\/2025\/04\/image-152-600x362.png 600w\" sizes=\"(max-width: 712px) 100vw, 712px\" \/><\/figure>\n\n\n\n<h3 class=\"wp-block-heading\"><strong>1. Standard Investment Advisors<\/strong><\/h3>\n\n\n\n<p>Phone:&nbsp; (844) 265-6151<br><\/p>\n\n\n\n<p>Email: margie@siainvestments.com<br><\/p>\n\n\n\n<p>Address: Saint Charles Ave, New Orleans, LA 70139<br><\/p>\n\n\n\n<p>Website: <a href=\"http:\/\/www.standardinvestmentadvisors.com\/\" rel=\"nofollow noopener\" target=\"_blank\">standardinvestmentadvisors.com<br><\/a><\/p>\n\n\n\n<p>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.<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img decoding=\"async\" width=\"712\" height=\"430\" src=\"https:\/\/pillarwm.com\/financial-advisors\/wp-content\/uploads\/2025\/04\/image-153.png\" alt=\"St Denis J Villere &amp; Co\" class=\"wp-image-18009\" srcset=\"https:\/\/pillarwm.com\/financial-advisors\/wp-content\/uploads\/2025\/04\/image-153.png 712w, https:\/\/pillarwm.com\/financial-advisors\/wp-content\/uploads\/2025\/04\/image-153-600x362.png 600w\" sizes=\"(max-width: 712px) 100vw, 712px\" \/><\/figure>\n\n\n\n<h3 class=\"wp-block-heading\"><strong>2. St Denis J Villere &amp; Co<\/strong><\/h3>\n\n\n\n<p>Phone:&nbsp; (504) 525-0808<br><\/p>\n\n\n\n<p>Email: info@villere.com<br><\/p>\n\n\n\n<p>Address: 601 Poydras St #1808, New Orleans, LA 70130<br><\/p>\n\n\n\n<p>Website: <a href=\"http:\/\/www.villere.com\/\" rel=\"nofollow noopener\" target=\"_blank\">villere.com<br><\/a><\/p>\n\n\n\n<p>Villere &amp; 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.<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"712\" height=\"430\" src=\"https:\/\/pillarwm.com\/financial-advisors\/wp-content\/uploads\/2025\/04\/image-154.png\" alt=\"Valmiki Capital Management\" class=\"wp-image-18010\" srcset=\"https:\/\/pillarwm.com\/financial-advisors\/wp-content\/uploads\/2025\/04\/image-154.png 712w, https:\/\/pillarwm.com\/financial-advisors\/wp-content\/uploads\/2025\/04\/image-154-600x362.png 600w\" sizes=\"(max-width: 712px) 100vw, 712px\" \/><\/figure>\n\n\n\n<h3 class=\"wp-block-heading\"><strong>3. Valmiki Capital Management<\/strong><\/h3>\n\n\n\n<p>Phone:&nbsp; (646) 979-5000<br><\/p>\n\n\n\n<p>Email: info@valmikicapital.com<br><\/p>\n\n\n\n<p>Address: 938 Lafayette St, New Orleans, LA 70113<br><\/p>\n\n\n\n<p>Website: <a href=\"https:\/\/www.valmikicapital.com\/\" rel=\"nofollow noopener\" target=\"_blank\">valmikicapital.com<br><\/a><\/p>\n\n\n\n<p>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.<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"712\" height=\"430\" src=\"https:\/\/pillarwm.com\/financial-advisors\/wp-content\/uploads\/2025\/04\/image-155.png\" alt=\"Bertucci &amp; Labiche\" class=\"wp-image-18011\" srcset=\"https:\/\/pillarwm.com\/financial-advisors\/wp-content\/uploads\/2025\/04\/image-155.png 712w, https:\/\/pillarwm.com\/financial-advisors\/wp-content\/uploads\/2025\/04\/image-155-600x362.png 600w\" sizes=\"(max-width: 712px) 100vw, 712px\" \/><\/figure>\n\n\n\n<h3 class=\"wp-block-heading\"><strong>4. Bertucci &amp; Labiche<\/strong><\/h3>\n\n\n\n<p>Phone:&nbsp; (504) 733-3933<br><\/p>\n\n\n\n<p>Email: bertucci.labiche@lpl.com<br><\/p>\n\n\n\n<p>Address: 1321 Hickory Ave #100, New Orleans, LA 70123<br><\/p>\n\n\n\n<p>Website: <a href=\"http:\/\/bertuccilabiche.com\/\" rel=\"nofollow noopener\" target=\"_blank\">bertuccilabiche.com<br><\/a><\/p>\n\n\n\n<p>Though primarily an architectural firm, Bertucci &amp; Labiche also provides innovative design and planning insights that blend financial, functional, and aesthetic perspectives for development-oriented clients.<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"712\" height=\"430\" src=\"https:\/\/pillarwm.com\/financial-advisors\/wp-content\/uploads\/2025\/04\/image-156.png\" alt=\"Crescent Growth Capital LLC\" class=\"wp-image-18012\" srcset=\"https:\/\/pillarwm.com\/financial-advisors\/wp-content\/uploads\/2025\/04\/image-156.png 712w, https:\/\/pillarwm.com\/financial-advisors\/wp-content\/uploads\/2025\/04\/image-156-600x362.png 600w\" sizes=\"(max-width: 712px) 100vw, 712px\" \/><\/figure>\n\n\n\n<h3 class=\"wp-block-heading\"><strong>5. Crescent Growth Capital LLC<\/strong><\/h3>\n\n\n\n<p>Phone:&nbsp; (504) 378-3470<br><\/p>\n\n\n\n<p>Email: eric.finley@crescentgrowthcapital.com<br><\/p>\n\n\n\n<p>Address: 201 St Charles Ave, New Orleans, LA 70170<br><\/p>\n\n\n\n<p>Website: <a href=\"http:\/\/crescentgrowthcapital.com\/\" rel=\"nofollow noopener\" target=\"_blank\">crescentgrowthcapital.com<br><\/a><\/p>\n\n\n\n<p>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.<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"712\" height=\"430\" src=\"https:\/\/pillarwm.com\/financial-advisors\/wp-content\/uploads\/2025\/04\/image-157.png\" alt=\"Synergase Consulting Group\" class=\"wp-image-18013\" srcset=\"https:\/\/pillarwm.com\/financial-advisors\/wp-content\/uploads\/2025\/04\/image-157.png 712w, https:\/\/pillarwm.com\/financial-advisors\/wp-content\/uploads\/2025\/04\/image-157-600x362.png 600w\" sizes=\"(max-width: 712px) 100vw, 712px\" \/><\/figure>\n\n\n\n<h3 class=\"wp-block-heading\"><strong>6. Synergase Consulting Group<\/strong><\/h3>\n\n\n\n<p>Phone:&nbsp; (757) 707-0858<br><\/p>\n\n\n\n<p>Email: info@synergase.com<br><\/p>\n\n\n\n<p>Address: 920 Poeyfarre St, New Orleans, LA 70130<br><\/p>\n\n\n\n<p>Website: <a href=\"https:\/\/www.synergase.com\/\" rel=\"nofollow noopener\" target=\"_blank\">synergase.com<br><\/a><\/p>\n\n\n\n<p>Synergase helps nonprofit and education clients scale impact through strategy, donor development, and leadership training. Their work intersects finance, mission, and community value.<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"712\" height=\"430\" src=\"https:\/\/pillarwm.com\/financial-advisors\/wp-content\/uploads\/2025\/04\/image-158.png\" alt=\"Fortier Financial\" class=\"wp-image-18014\" srcset=\"https:\/\/pillarwm.com\/financial-advisors\/wp-content\/uploads\/2025\/04\/image-158.png 712w, https:\/\/pillarwm.com\/financial-advisors\/wp-content\/uploads\/2025\/04\/image-158-600x362.png 600w\" sizes=\"(max-width: 712px) 100vw, 712px\" \/><\/figure>\n\n\n\n<h3 class=\"wp-block-heading\"><strong>7. Fortier Financial<\/strong><\/h3>\n\n\n\n<p>Phone:&nbsp; (504) 377-7500<br><\/p>\n\n\n\n<p>Email: nicole.aucoin@lpl.com<br><\/p>\n\n\n\n<p>Address: 5937 Catina St, New Orleans, LA 70124<br><\/p>\n\n\n\n<p>Website: <a href=\"http:\/\/fortierfinancial.net\/\" rel=\"nofollow noopener\" target=\"_blank\">fortierfinancial.net<br><\/a><\/p>\n\n\n\n<p>Fortier Financial has offered tailored financial planning services since 1996. Led by Brad Fortier, CFP\u00ae, they focus on retirement, estate planning, education savings, and long-term wealth management.<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"712\" height=\"430\" src=\"https:\/\/pillarwm.com\/financial-advisors\/wp-content\/uploads\/2025\/04\/image-159.png\" alt=\" TruFund Financial Services\" class=\"wp-image-18015\" srcset=\"https:\/\/pillarwm.com\/financial-advisors\/wp-content\/uploads\/2025\/04\/image-159.png 712w, https:\/\/pillarwm.com\/financial-advisors\/wp-content\/uploads\/2025\/04\/image-159-600x362.png 600w\" sizes=\"(max-width: 712px) 100vw, 712px\" \/><\/figure>\n\n\n\n<h3 class=\"wp-block-heading\"><strong>8. TruFund Financial Services<\/strong><\/h3>\n\n\n\n<p>Phone:&nbsp; (504) 293-5550<br><\/p>\n\n\n\n<p>Email: mencarnacion@trufund.org<br><\/p>\n\n\n\n<p>Address: 935 Gravier St Ste 1120, New Orleans, LA 70112<br><\/p>\n\n\n\n<p>Website: <a href=\"https:\/\/www.trufund.org\/\" rel=\"nofollow noopener\" target=\"_blank\">trufund.org<br><\/a><\/p>\n\n\n\n<p>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.<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"712\" height=\"430\" src=\"https:\/\/pillarwm.com\/financial-advisors\/wp-content\/uploads\/2025\/04\/image-160.png\" alt=\"Stephens Financial Services\" class=\"wp-image-18016\" srcset=\"https:\/\/pillarwm.com\/financial-advisors\/wp-content\/uploads\/2025\/04\/image-160.png 712w, https:\/\/pillarwm.com\/financial-advisors\/wp-content\/uploads\/2025\/04\/image-160-600x362.png 600w\" sizes=\"(max-width: 712px) 100vw, 712px\" \/><\/figure>\n\n\n\n<h3 class=\"wp-block-heading\"><strong>9. Stephens Financial Services<\/strong><\/h3>\n\n\n\n<p>Phone:&nbsp; (504) 362-5570<br><\/p>\n\n\n\n<p>Email: jstephens@dorseyco.com<br><\/p>\n\n\n\n<p>Address: 3528 Holiday Dr Ste A, New Orleans, LA 70114<br><\/p>\n\n\n\n<p>Website: <a href=\"https:\/\/www.sfsnolaplanner.com\/\" rel=\"nofollow noopener\" target=\"_blank\">sfsnolaplanner.com<br><\/a><\/p>\n\n\n\n<p>Founded by Certified Financial Planner\u2122 Joseph Stephens, this firm delivers custom wealth management strategies including retirement and portfolio planning to help clients navigate complex financial paths.<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"712\" height=\"430\" src=\"https:\/\/pillarwm.com\/financial-advisors\/wp-content\/uploads\/2025\/04\/image-161.png\" alt=\"The Consortium\" class=\"wp-image-18017\" srcset=\"https:\/\/pillarwm.com\/financial-advisors\/wp-content\/uploads\/2025\/04\/image-161.png 712w, https:\/\/pillarwm.com\/financial-advisors\/wp-content\/uploads\/2025\/04\/image-161-600x362.png 600w\" sizes=\"(max-width: 712px) 100vw, 712px\" \/><\/figure>\n\n\n\n<h3 class=\"wp-block-heading\"><strong>10. The Consortium<\/strong><\/h3>\n\n\n\n<p>Phone:&nbsp; (504) 339-8925<br><\/p>\n\n\n\n<p>Email: theconsortium.caitlyn@gmail.com<br><\/p>\n\n\n\n<p>Address: 800 N Causeway Blvd Suite 2B, New Orleans, LA 70130<br><\/p>\n\n\n\n<p>Website: <a href=\"http:\/\/www.consortiumadvice.com\/\" rel=\"nofollow noopener\" target=\"_blank\">consortiumadvice.com<br><\/a><\/p>\n\n\n\n<p>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.<\/p>\n\n\n\n<p>Choosing the right financial advisor in New Orleans is key to achieving your financial goals. Whether you&#8217;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.\u200b<\/p>\n\n\n<!-- HFCM by 99 Robots - Snippet # 1: Awards Layout -->\n<div id=\"badge\" class=\"badge_section\">\r\n<span class=\"badge_heading\"><b>Is your business featured in this article?<\/b><\/span>\r\n<p class=\"badge_text\">Showcase your recognition by adding our award badge to your website! 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Whether you&#8217;re planning for retirement, managing wealth, or seeking strategic investment guidance, New Orleans offers a [&hellip;]<\/p>\n","protected":false},"author":16,"featured_media":17998,"parent":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"footnotes":""},"class_list":["post-17978","page","type-page","status-publish","has-post-thumbnail","hentry"],"_links":{"self":[{"href":"https:\/\/pillarwm.com\/financial-advisors\/wp-json\/wp\/v2\/pages\/17978","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/pillarwm.com\/financial-advisors\/wp-json\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/pillarwm.com\/financial-advisors\/wp-json\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/pillarwm.com\/financial-advisors\/wp-json\/wp\/v2\/users\/16"}],"replies":[{"embeddable":true,"href":"https:\/\/pillarwm.com\/financial-advisors\/wp-json\/wp\/v2\/comments?post=17978"}],"version-history":[{"count":4,"href":"https:\/\/pillarwm.com\/financial-advisors\/wp-json\/wp\/v2\/pages\/17978\/revisions"}],"predecessor-version":[{"id":20969,"href":"https:\/\/pillarwm.com\/financial-advisors\/wp-json\/wp\/v2\/pages\/17978\/revisions\/20969"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/pillarwm.com\/financial-advisors\/wp-json\/wp\/v2\/media\/17998"}],"wp:attachment":[{"href":"https:\/\/pillarwm.com\/financial-advisors\/wp-json\/wp\/v2\/media?parent=17978"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}