Wealth Management Firm in Baton Rouge To Consider

As the capital city of Louisiana and a pivotal center for commerce, education, and industry, Baton Rouge has cultivated a sophisticated financial services sector to accommodate the diverse and evolving needs of its residents. With an influx of entrepreneurs, executives, and multigenerational families seeking structured financial stewardship, the demand for comprehensive wealth management has grown markedly. The local landscape comprises a broad spectrum of advisory firms—ranging from independent fiduciaries to full-service financial planners—offering tailored strategies in investment management, estate planning, retirement optimization, and risk mitigation. This overview does not serve as an endorsement, but rather as an impartial reference intended to illuminate the range of professional resources available to those pursuing long-term financial clarity and security within Baton Rouge’s dynamic economic environment.

1. Dent Wealth Advisors

Dent Wealth Advisors, based in Baton Rouge, Louisiana, is a fee-only fiduciary wealth management firm that offers personalized financial planning and investment services. Founded by Fred Dent, CFA, the firm employs a proprietary “Family Office Framework™” to align clients’ wealth with their personal values and life goals. This process involves three key steps: Discovering the human element to gain clarity on clients’ objectives, Designing strategic alignment for tailored financial solutions, and Optimizing through advanced planning in collaboration with clients’ existing professionals or Dent’s network of experts . Dent Wealth Advisors caters to families and individuals seeking not just financial success, but also deeper connections, a sense of purpose, and peace of mind.

Phone: 2259229955

Email: [email protected]

Address: 301 Main St Suite 1502, Baton Rouge, LA 70801

Website: https://dentwealth.com/

2. Capital South Wealth Management LLC

Capital South Wealth Management, headquartered in Baton Rouge, Louisiana, is a fiduciary financial advisory firm co-founded by James Bayard and Ryan Gisclair, both of whom were inspired by personal experiences with inadequate financial advice to create a client-first firm grounded in transparency and integrity . The firm offers a comprehensive suite of services, including financial planning, portfolio management, insurance consulting, trust services, concierge wealth management, and special needs planning, all tailored to align with clients’ individual goals and values . Their team of Certified Financial Planner™ professionals is committed to providing unbiased, comprehensive advice, striving to make clients’ financial lives as comfortable as possible in an unpredictable world .​

Phone: 2257090703

Email: [email protected]

Address: 6513 Perkins Rd Suite #106, Baton Rouge, LA 70808

Website: https://www.capitalsouthwm.com/

3. Common Wealth Advisors

Common is a New York City-based coliving company founded in 2015 by Brad Hargreaves, offering fully furnished private bedrooms within shared suites across major U.S. cities. Their all-inclusive living model features high-end kitchens, regular cleaning services, stocked household essentials, on-site laundry, and free high-speed WiFi, aiming to provide a hassle-free urban living experience. Common emphasizes community through its app, Connect by Common, which facilitates social events, roommate communication, and exclusive member perks. Despite its innovative approach and rapid expansion, Common filed for bankruptcy in July 2024, reflecting challenges in sustaining its business model amid the dynamic real estate market.

Phone: 2253439343

Email: [email protected]

Address: 247 Florida St, Baton Rouge, LA 70801

Website: http://common.com/

4. United Wealth Management LLC

United Wealth Management, LLC, based in Baton Rouge, Louisiana, is a fiduciary financial advisory firm founded by Joshua R. Ebey, CFP®, dedicated to providing personalized financial planning services. The firm offers a comprehensive range of services, including retirement income planning, business and succession planning, asset protection, risk management, and insurance consulting. Emphasizing a client-centered approach, United Wealth Management aims to help individuals and families navigate complex financial decisions, prepare for a secure retirement, and protect their legacy. Their tailored strategies are designed to address each client’s unique financial goals and challenges, ensuring smart and cost-effective decision-making. The firm’s commitment to fiduciary standards ensures that clients’ interests are always the top priority.

Phone: 2252928399

Email: [email protected]

Address: 7707 Old Hammond Hwy a, Baton Rouge, LA 70809

Website: http://www.unitedwealthbr.com/

5. Altus Wealth Management LLC

Altus Wealth Management, based in Baton Rouge, Louisiana, is an independent financial advisory firm dedicated to providing personalized wealth management services. Founded in 2012, the firm offers a comprehensive suite of services, including investment advising, retirement planning, cash flow analysis, asset allocation, employee benefit plans, and insurance planning. Altus serves a diverse clientele, including retirees, families, small-business owners, high-net-worth individuals, and organizations, emphasizing trusted relationships and exceptional service to help clients achieve their financial goals.

Phone: 2252019300

Email: [email protected]

Address: 4208 Bluebonnet Blvd, Baton Rouge, LA 70809

Website: http://www.altuswealthmgt.com/

6. RRDM | Wealth Management Partners

RRDM Wealth Management Partners, located in Baton Rouge, Louisiana, is an independent financial advisory firm with over 80 years of combined experience among its partners. The firm offers personalized financial services, including investment management, tax planning, retirement planning, and estate planning. Their approach begins by understanding clients’ dreams and concerns, followed by analyzing goals and current plans to develop comprehensive strategies aimed at achieving financial clarity. As an independent firm, RRDM develops and manages customized portfolios without the influence of institutional proprietary products, ensuring objective recommendations and guidance. The team is committed to ethics and integrity, with all members being securities licensed and credentialed professionals.

Phone: 2254565886

Email: [email protected]

Address: 6108 Siegen Ln Suite A, Baton Rouge, LA 70808

Website: http://www.rrdmwmp.com/

7. Simmons Asset Management LLC

Simmons Asset Management, LLC, based in Baton Rouge, Louisiana, is an independent investment and wealth management firm founded by Mark Simmons in 2010. The firm specializes in strategic investing with a focus on reducing risk, growing wealth, and customizing financial plans to meet individual client needs. Their comprehensive services include a broad selection of investments, financial planning, and personalized strategies that adapt over time to align with clients’ evolving objectives and risk profiles. Simmons Asset Management emphasizes a tailored approach, beginning with an efficient plan that documents investment objectives and risk constraints, ensuring that each client’s financial roadmap is designed to achieve their specific goals.

Phone: 2256122442

Email: [email protected]

Address: 7332 Goodwood Ave, Baton Rouge, LA 70806

Website: http://simmonsstrategy.com/

8. J. Robin Wealth Management LLC

J. Robin Wealth Management, located in Baton Rouge, Louisiana, is a financial advisory firm led by Jeff Robin, CFP®, dedicated to helping clients achieve financial independence through personalized investment strategies, retirement planning, and asset management. The firm emphasizes tailored solutions that align with each client’s unique financial goals and circumstances, fostering informed decision-making for long-term success. With a commitment to building trusted relationships, J. Robin Wealth Management offers comprehensive financial services designed to guide clients confidently toward their financial objectives.

Phone: 2259602290

Email: [email protected]

Address: 8568 Goodwood Blvd, Baton Rouge, LA 70806

Website: http://www.robinwealth.com/

9. Benedict Wealth Management

​Legacy Wealth Concepts, headquartered in West Monroe, Louisiana, is a fiduciary financial advisory firm dedicated to providing personalized financial planning and investment services. Led by experienced advisors Alan Stephenson and Carl Benedict, the firm offers a comprehensive suite of services, including investment management, retirement planning, estate planning, and insurance strategies. Their client-centric approach emphasizes building long-term relationships and tailoring strategies to individual goals and circumstances. With a commitment to transparency and integrity, Legacy Wealth Concepts aims to be a trusted financial resource for clients across all life stages.

Phone: 2257669506

Email: [email protected]

Address: 17461 Jefferson Hwy # 8, Baton Rouge, LA 70817

Website: http://www.bdwealthadvisor.com/

10. Champion Wealth Strategies

Champion Wealth Strategies is a full-service wealth planning, insurance, and benefits firm based in Baton Rouge, Louisiana. Founded in 2009, the firm specializes in creating personalized financial strategies for a diverse clientele, including professional athletes, business owners, executives, physicians, and retirees. Their comprehensive services encompass investment management, retirement planning, estate conservation, and insurance solutions, all tailored to help clients create, preserve, and protect their wealth. Champion Wealth Strategies emphasizes a team-based approach, aiming to simplify the complexities of wealth management and contribute significantly to clients’ success and quality of life.

Phone: 2254086517

Email: [email protected]

Address: 4220 Bluebonnet Blvd Ste B, Baton Rouge, LA 70809

Website: http://www.championwealthstrategies.com/

Navigating Baton Rouge’s Wealth Management Landscape

Identifying an appropriate wealth management partner requires careful alignment between one’s financial aspirations, personal philosophies, and confidence in an advisor’s strategic framework. Baton Rouge’s financial advisory sector reflects a dynamic and maturing marketplace, offering a spectrum of services tailored to diverse client profiles and levels of financial complexity. While this guide does not serve to promote any specific firm, it is intended as a reference point for those seeking to explore the breadth of fiduciary expertise available in the region. By critically evaluating each firm’s offerings, methodology, and fiduciary commitment, individuals and families can make more deliberate and informed decisions in pursuit of long-term financial stability and generational wealth preservation.