​Bellingrath Wealth Management & Employee Benefits is a boutique, independent firm based in New Orleans, Louisiana, serving individuals and businesses across the southeastern United States since 1977. The firm offers a comprehensive suite of services, including financial and estate planning, retirement strategies, employee benefits consulting, and business succession planning.

With a team of experienced professionals, Bellingrath emphasizes personalized attention, tailoring strategies to each client’s unique goals and circumstances. Their commitment to independence ensures objective advice, free from obligations to promote specific investment or insurance products. By collaborating with clients’ tax and legal advisors, Bellingrath aims to deliver well-rounded financial plans that support long-term success.