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 is committed to providing personalized financial guidance without affiliations to any broker-dealer or fund family, ensuring objective investment advice .

The firm offers a comprehensive suite of services, including investment management, financial planning, and risk management. Their investment strategies are tailored to each client’s unique financial situation, utilizing a range of vehicles such as ETFs, mutual funds, equities, fixed income, and alternative investments . In financial planning, Blue Cypress assists clients with retirement planning, estate planning, and business solutions, collaborating with other professionals to ensure a holistic approach . For risk management, the firm provides guidance on various insurance products, including life, disability, and long-term care insurance, to protect clients’ financial well-being .

As fiduciaries, Blue Cypress Wealth Management prioritizes their clients’ best interests, offering transparent and unbiased advice. They are registered to operate in Louisiana and conduct business in states where they are properly registered or exempted from registration requirements .