Baton Rouge, Louisiana’s capital and economic center, boasts a diverse commercial base anchored by petrochemical, education, healthcare, and public administration sectors. This unique confluence of traditional and institutional economic drivers supports a stable yet growing financial services community. Investment firms in Baton Rouge include certified financial planners, tax advisors, and boutique firms adept in trust administration, retirement readiness, and values-aligned investing. This neutral overview highlights the city’s financial advisory offerings, equipping investors to engage with institutions grounded in regional expertise and long-term strategy.
1. Highland Wealth
Highland Wealth, based in Baton Rouge, is affiliated with Northwestern Mutual and specializes in comprehensive wealth management services. With over 100 years of combined experience, the firm offers personalized financial planning, retirement strategies, estate planning, and business succession planning. Their collaborative team model ensures tailored solutions for clients’ unique financial goals. The leadership team includes Jeffery J. King, Partner and Wealth Management Advisor, and Gavin Lee Filasek, Partner and Wealth Management Advisor, both bringing extensive experience and a strong commitment to serving clients across generations.
Phone: 12254084569
Email: [email protected]
Address: 1 Smart Wy Suite 101, Baton Rouge, LA 70810
Website: http://www.highlandwealth.nm.com/
2. Champion Wealth Strategies
Champion Wealth Strategies, based in Baton Rouge, Louisiana, is a full-service wealth planning, insurance, and benefits firm dedicated to helping clients create, preserve, and protect wealth. They offer personalized strategies for professionals, business owners, executives, physicians, and retirees, focusing on simplifying the demands of managing wealth. Services include investment management, retirement planning, estate conservation, insurance, and tax strategies, all tailored to individual needs. The team is led by Brandon Worley, President, with over 20 years of experience, along with senior partners Jeff Ponson and Julian Bourgeois. The firm also provides educational tools like calculators, articles, and videos to help clients make informed financial decisions.
Phone: 12254086517
Email: [email protected]
Address: 4220 Bluebonnet Blvd Ste B, Baton Rouge, LA 70809
Website: http://www.championwealthstrategies.com/
3. Old Growth Capital
Blue Cypress Wealth Management is an independent, fee-only Registered Investment Adviser (RIA) based in Baton Rouge, Louisiana. Founded by Dexter A. Gary and Richard F. Chautin, the firm offers personalized, objective financial guidance, free from affiliations to broker-dealers or fund families. Their services include investment management, financial planning, and risk management, tailored to each client’s unique financial needs. The firm utilizes various investment vehicles, such as ETFs, mutual funds, equities, fixed income, and alternative investments. They also assist with retirement planning, estate planning, business solutions, and offer insurance advice for life, disability, and long-term care. As fiduciaries, Blue Cypress prioritizes clients’ best interests, offering transparent, unbiased advice.
Phone: 18148076922
Email: [email protected]
Address: 525 Florida St # 300, Baton Rouge, LA 70801
Website: https://bluecypresswealth.com/
4. Burns Estate Planning & Wealth Advisors
Burns Estate Planning & Wealth Advisors is a fee-only financial advisory firm headquartered in Hammond, Louisiana, with additional offices in Louisiana, Florida, Alabama, and Texas. Established in 1993, the firm specializes in retirement planning, estate planning, tax strategy, Medicare guidance, long-term care planning, and legacy planning. Led by Ernie Burns, a top Financial Security Professional recognized by Forbes in 2024, the firm operates independently and provides advisory services through Prime Capital Investment Advisors, LLC (PCIA), a federally registered investment adviser.
Phone: 18003084416
Email: [email protected]
Address: 8550 United Plaza Blvd #702, Baton Rouge, LA 70809
Website: https://burnsestateplanning.com/
5. HDA Financial Firm
HDA Financial Firm, headquartered in Baton Rouge, Louisiana, offers comprehensive funding solutions that extend beyond mere capital provision. They specialize in creative business and personal financing options, including real estate projects, fix and flip loans, rental loans, multifamily financing, new construction loans, business loans, equipment financing, and personal loans. The firm emphasizes personalized coaching, cutting-edge tools, and relevant resources to empower the success journey of businesses and individuals. With a streamlined application process, they aim to provide funding ranging from $5,000 to $50 million in as fast as 72 hours. HDA Financial Firm positions itself as a creative business partner, ensuring that success extends far beyond the initial investment.
Phone: 225-442-3142
Email: [email protected]
Address: 11408 Lake Sherwood Ave N, Baton Rouge, LA 70816
Website: https://hdafinancial.com
6. Abel Hall | Family Wealth Partners
Abel Hall Family Wealth Partners is an independent, fee-only wealth management firm based in Baton Rouge, Louisiana, founded in 2019. The firm specializes in comprehensive financial planning and investment strategies, focusing on long-term wealth accumulation and behavioral finance principles. Led by Leo Abel, CFP®, with 25 years of experience, the firm emphasizes client behavior in achieving financial success. Supported by Drew Hall, MBA, Abel Hall offers services such as financial planning, portfolio management, and pension consulting, catering to high-net-worth individuals and charitable organizations. The firm requires a minimum investment of $2 million and provides fiduciary-level advice, ensuring clients’ best interests are prioritized.
Phone: 13814807692
Email: [email protected]
Address: 9270 Siegen Ln #202, Baton Rouge, LA 70810
Website: http://abelhall.com/
7. Dent Wealth Advisors
Dent Wealth Advisors is a fee-only, fiduciary wealth management firm based in Baton Rouge, Louisiana, specializing in financial planning and investment management for high-net-worth individuals, families, and foundations. The firm follows The Family Office Framework™, which includes three phases: Discover (understanding goals), Design (aligning financial plans), and Optimize (advanced planning and professional coordination). Led by Fred Dent, CFA, with over 30 years of experience, the firm offers services such as investment management, estate planning, tax optimization, and philanthropic guidance. Managing approximately $298.8 million across 541 accounts, Dent Wealth Advisors maintains a client-to-advisor ratio of 1:36 and works with clients’ existing professionals or trusted network experts.
Phone: 12259229955
Email: [email protected]
Address: 301 Main St Suite 1502, Baton Rouge, LA 70801
Website: https://dentwealth.com/
8. B F Anderson & Company
B.F. Anderson & Company is an independent, fee-only Registered Investment Advisor based in Baton Rouge, Louisiana, specializing in concentrated growth equity strategies. Founded in 1995 by Budd “Andy” Anderson, the firm focuses on maximizing clients’ earning potential by concentrating investments in high-growth stocks, backed by in-depth research and daily monitoring. Led by Andy Anderson, with over 40 years of experience, and supported by his daughter, Amy Anderson, the firm provides personalized investment strategies aligned with clients’ financial goals, prioritizing financial security, confidence, and peace of mind.
Phone: 12259268050
Email: [email protected]
Address: 2237 S Acadian Thruway # 605, Baton Rouge, LA 70808
Website: http://www.bfanderson.com/
9. Hibernia Wealth Management
Hibernia Wealth Management is a Baton Rouge-based financial advisory firm dedicated to helping clients feel confident about their financial future. Founded in 2015, the firm specializes in income planning, retirement planning, investments and asset management, estate planning, and insurance planning. Their team of experienced professionals works closely with clients to develop customized strategies that address individual needs and goals, both short and long-term. By offering personalized service and a proactive approach, Hibernia Wealth Management aims to empower clients in preparing for retirement and achieving their financial objectives. The firm operates as a registered investment advisor, separate from LPL Financial, through which securities are offered.
Phone: 225-778-7971
Email: [email protected]
Address: 6700 Jefferson Hwy, Building 4, Suite B, Baton Rouge, LA 70806
Website: https://www.hiberniawealth.com
10. J. Robin Wealth Management LLC
J. Robin Wealth Management LLC is a Baton Rouge-based financial advisory firm that focuses on helping individuals achieve financial independence through personalized investment strategies, retirement planning, and asset management services. Located at 8568 Goodwood Blvd, the firm provides comprehensive financial guidance tailored to each client’s unique goals. Their services include financial planning, investment management, and retirement strategies, with an emphasis on empowering clients to make informed decisions for long-term success. The firm is led by Jeff Robin, a Certified Financial Planner™ (CFP®) with significant experience in the financial industry, including prior roles at J.P. Morgan Securities LLC and LPL Financial LLC. Jeff Robin holds several securities registrations and has passed multiple industry exams, including Series 6, 7, 65, and 66.
Phone: 12259602290
Email: [email protected]
Address: 8568 Goodwood Blvd, Baton Rouge, LA 70806
Website: http://www.robinwealth.com/
Navigating Baton Rouge’s Investment Firms Landscape
Selecting an investment firm in Baton Rouge involves a careful balance of evaluating traditional performance indicators and understanding how a firm’s advisory philosophy aligns with one’s long-term financial objectives. As Louisiana’s capital and a key economic center driven by energy, healthcare, and public sector institutions, Baton Rouge offers a growing array of investment firms catering to varied client needs—from retirement planning and portfolio diversification to tax-sensitive wealth strategies. Within this evolving financial ecosystem, investors are encouraged to assess fiduciary standards, advisory approaches, and client engagement practices to ensure a well-aligned, strategically sound partnership in an increasingly complex financial landscape.
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