Find Help · Louisiana
Verified financial advisors in
Louisiana.
Financial Advisors serving Louisiana. Before a listing appears here, we check the provider's phone, business address, and working website against the provider's own site, and MORTL writes the standard listing description from it. Sponsored Pro and Premium cards may include a provider-written bio.
Provider listings aren’t recommendations, endorsements, guarantees, or referrals. We don’t verify licenses, disciplinary history, availability, or quality. Check those directly before hiring.
What Louisiana law says before a provider can do anything
Ask a funeral home about these before you sign. They set what has to happen, and when, no matter who you hire.
Verified in Louisiana so far: 29 financial advisors, 5 funeral homes, 3 hospice & palliative care.
Every figure here comes from MORTL's Louisiana guide, which cites the statute or the state agency behind it. Read the Louisiana guide for the rest of it: the cremation and burial rules in full, probate and the small-estate threshold, who inherits when there's no will, advance directives, and the estate tax.
If someone has already died, what to do first in Louisiana is the order to work in. It's free and it always will be.
Adg Wealth Management Group, LLC
Louisiana financial advisory firm offering wealth management, asset management, and financial planning services, including third party money manager options, in the Metairie area.
Adkins Seale Capital Management LLC
Louisiana investment management firm offering retirement, investment, estate, insurance, tax, and money planning resources in the Shreveport area.
Advisor.Investments
Louisiana investment advisory firm offering wealth management, investments, retirement planning, and financial education resources in the Baton Rouge area.
Avant Capital, LLC
Louisiana financial advisory firm offering investment advisory, investment management, wealth management, retirement planning, employer-sponsored retirement plans, insurance planning, and college funding services in the Lafayette area.
Bcm Advisors, LLC
Louisiana financial advisory firm offering legacy planning, tax planning, cash flow consulting, retirement consulting, investment management, asset and risk protection, financial statement analysis, IT and data protection consulting, and risk and insurance consulting, including services for both individuals and businesses, in the Lafayette area.
Castellano & Associates
Louisiana accounting firm offering financial planning, bookkeeping, payroll, and tax preparation services in the Shreveport area.
Colomb Investment Management Company, LLC
Louisiana investment management firm offering investor coaching, financial planning, insurance planning, and retirement planning services in the Metairie area.
Cullen Investment Group
Louisiana investment advisory firm offering retirement, estate, insurance, tax, and money and lifestyle planning resources in the Lafayette area.
Deane Retirement Strategies, Inc.
Louisiana financial advisor offering financial planning, retirement planning, investment management, and IRA rollovers, including services for pre-retirees, retirees, families, sudden wealth, and company retirement plans, in the New Orleans area.
Delta Financial Advisors, L.L.C.
Louisiana investment advisory firm offering wealth management, financial advice, and investment counsel services, including fee-based, commission-free management, in the Metairie area.
Doucet Asset Management, LLC
Louisiana asset and money management firm offering investment advisory and broker/dealer services focused on creating and preserving client wealth in the New Orleans area.
Dumaine Investments LLC
Louisiana financial advisory firm offering client goal assessments, retirement and estate-focused financial planning, portfolio allocation guidance, ongoing account management, and private real estate investment options for qualified investors, in the New Orleans area.
Eagle Capital Management, LLC
Louisiana investment advisory firm offering management of stock, fixed income, balanced, and exchange traded fund portfolios in the Mandeville area.
Equitas Capital Advisors,LLC
Louisiana investment advisory firm offering investment management services for high net worth families and institutional investors in the New Orleans area.
Fletcher Financial Group
Louisiana financial advisor offering retirement planning, wealth accumulation, and tax, risk, and fee review services, including a comprehensive Life and Beyond Plan, in the West Monroe area.
Graham, Bordelon, Golson & Gilbert, Inc.
Louisiana financial advisory firm offering retirement, wealth management, estate strategy, and peak-career wealth-building services in the Monroe area.
Hassell Wealth Management
Louisiana financial advisor offering financial planning, investment management, and 401(k) plan services in the Houma area.
Hmv Wealth Advisors, LLC
Louisiana wealth management firm offering investment consulting, relationship management, and advanced planning services, including estate and tax planning, in the Shreveport area.
Kropog Financial Group, LLC
Louisiana financial advisory firm offering financial planning, investment management, and wealth advisory services, including retirement planning and investment portfolio management, in the Mandeville area.
Lees Monsour Group
Louisiana financial advisory firm offering comprehensive planning, financial planning, business planning, and education planning services, including investment strategies and risk management for business owners, retirees, endowments, foundations, and family offices, in the Shreveport area.
Maven Royalty Management, LLC
Louisiana mineral and royalty management firm offering mineral rights evaluation, mineral rights acquisition, and mineral management services in the Shreveport area.
Meriwether Wealth & Planning, LLC
Louisiana financial advisor offering investment management, retirement planning, ongoing financial planning, and business services, including employer plans, tax optimization, and business valuations, in the Minden area.
Orleans Capital Management Corp
Louisiana financial advisory firm offering fixed income management, strategic dividend equity, and investment strategy services, including products for insurance funds and individuals, in the Mandeville area.
Pinnacle Asset Management Group, Corporation (Inc.)
Louisiana financial advisory firm offering investment, retirement, estate, insurance, tax, and money and lifestyle resources in the Shreveport area.
Sisung Investment Management Services LLC
Louisiana investment advisory firm offering asset management and advisory services to corporations, public institutions, and high net worth individuals in the Metairie area.
Spinosa Wealth Management Group
Louisiana wealth management firm offering retirement, investment, estate, insurance, and tax planning resources in the Mandeville area.
St. Denis J. Villere & Co., LLC
Louisiana financial advisor offering separately managed accounts and mutual funds, including the Villere Balanced Fund and Villere Equity Fund, in the New Orleans area.
Summit Financial Wealth Advisors
Louisiana financial advisory firm offering investment management and wealth management services for high-net-worth clients in the Lafayette area.
Wealthharbor Capital Group, LLC
Louisiana financial advisor offering portfolio management, family office, and retirement plan services in the Metairie area.
About This Directory
How provider listings work.
Providers come from public sources and provider submissions. Before a listing goes live, MORTL checks the provider's phone, business address, and working website. MORTL writes standard listing descriptions from that site. Sponsored Pro and Premium cards may include a provider-written bio. A provider without a working website isn’t listed.
A listing isn’t a recommendation, endorsement, guarantee, or referral.
MORTL checks a license only for estate attorneys: a lawyer the firm names has to show as active on the state’s official lawyer lookup before the listing goes up. MORTL doesn’t verify any provider’s disciplinary history, availability, or quality of service. Provider information can change after a listing is added.
Before hiring any provider, check their license with the state licensing board or professional authority, get pricing in writing, and confirm availability directly.
Know Someone Good?
Suggest a provider.
Worked with a funeral home, grief counselor, hospice, financial advisor, or death doula worth finding? Tell us who they are. It takes a minute and it's free.
Every suggestion gets the same check as the rest of the directory: we confirm the provider's phone and address against their own website before anything is listed.
Death doulas aren’t in the directory because no verifiable registry exists to check them against. You can still suggest one; submissions stay open.
For Providers
Get listed. Free.
MORTL readers are planning ahead: people getting their wills, directives, and funeral wishes in order before a crisis. Listing here puts you in front of them before they need you.
A standard listing in the MORTL directory costs nothing, now or later. We list funeral directors, grief counselors, financial advisors, and hospice providers. Founding providers get in before the category fills up.
Death doulas can apply, but don’t appear in the directory yet: no verifiable registry exists to check a doula listing against.
A listing in the MORTL directory isn’t a recommendation, endorsement, guarantee, or referral. Before hiring any provider, verify credentials directly with the appropriate state licensing board.
Want paid placement? A standard listing stays free. Approved Featured plans add labeled sponsored placement and tier-specific card features. Compare Featured plans →
Don't see your state?
We're adding providers every week. Suggest a provider you've worked with, or sign up to be notified when your state goes live.
Financial Advisors by state
Every state has its own financial advisors page, and every listing is checked against the provider's own website before it appears.
- Alabama
- Alaska
- Arizona
- Arkansas
- California
- Colorado
- Connecticut
- Delaware
- Florida
- Georgia
- Hawaii
- Idaho
- Illinois
- Indiana
- Iowa
- Kansas
- Kentucky
- Louisiana
- Maine
- Maryland
- Massachusetts
- Michigan
- Minnesota
- Mississippi
- Missouri
- Montana
- Nebraska
- Nevada
- New Hampshire
- New Jersey
- New Mexico
- New York
- North Carolina
- North Dakota
- Ohio
- Oklahoma
- Oregon
- Pennsylvania
- Rhode Island
- South Carolina
- South Dakota
- Tennessee
- Texas
- Utah
- Vermont
- Virginia
- Washington
- Washington, DC
- West Virginia
- Wisconsin
- Wyoming
Provider Directory Disclosure: A listing in the MORTL directory isn’t a recommendation, endorsement, guarantee, or referral. Before listing, MORTL checks each provider's phone, business address, and working website. MORTL writes standard descriptions from that site; sponsored Pro and Premium cards may include a provider-written bio. MORTL doesn’t verify every license, disciplinary history, availability, or quality. Check credentials directly before hiring. Read our Provider Review Policy →