Dent Wealth Advisors is a fee-only, fiduciary wealth management firm based in Baton Rouge, Louisiana, specializing in comprehensive financial planning and investment management for high-net-worth individuals, families, and foundations. Established with a commitment to aligning clients’ wealth with their values, the firm employs a structured process known as The Family Office Framework™. This approach encompasses three phases: Discover (understanding clients’ goals), Design (strategic alignment of financial plans), and Optimize (advanced planning and coordination with other professionals) .

The firm is led by Fred Dent, CFA, who brings over three decades of experience in the financial industry, including founding Forum 225, a Baton Rouge leadership organization . Other key team members include Alex Fry, IACCP®, serving as Chief Compliance Officer; Lyndon Wilbert, Advisor; and Angel Cancienne, Director of Operations and Advisor .

Dent Wealth Advisors manages approximately $298.8 million in assets across 541 accounts, with a client-to-advisor ratio of 1:36 . Their services encompass investment management, financial planning, estate planning, retirement strategies, tax optimization, and philanthropic guidance. The firm collaborates with clients’ existing professionals or introduces them to a network of trusted local and national experts to ensure comprehensive wealth management .