Apple Guerin Company of Baton Rouge
“I worked with Jude Guerin and he was not only professional and very knowledgeable about taxes specific to our 2 businesses we started, but he also seemed genuinely interested in our family.”
Best Financial Advisors in Baton Rouge, LA
24 firms listed · all 24 in Baton Rouge · 1 open weekends · 21 rated 4.5+ · 1 shows a license
Data verified October 18, 2026
Greg A. Kennedy, CPA
“Greg Kennedy is exactly the type of CPA you want to have to help you navigate through the often confusing and ever changing tax and financial issues we all currently face.”
Game Changer Wealth
“Jerry and staff have been very helpful in pointing out the different options available when managing my retirement funds and other issues most people my age have to deal with”
Olivier Group
“Chad has been our financial advisor since 2009 and had been instrumental in providing great advice regardless of the ups and downs of the market.”
Brian Low Financial Group
“You guys have been absolutely awesome since we decided to join your group!”
JCN Financial & Tax Advisory Group
“It is good to hear John with his quick fire presentations with facts about "our market".”
The 24 firms listed for Baton Rouge, LA provide financial planning and investment management for clients. What each says about its services and how it charges comes from its own website; ratings and quotes come from public reviews.
Area overview: Baton Rouge, LA
All 24 firms we list here are in Baton Rouge itself. We have 54 firms in Baton Rouge on file; this page shows the highest-rated 24. 23 of the firms on this page have a rating, from 4.0 to 5.0 across 345 reviews; 2 have 50 or more reviews and 21 are rated 4.5 or higher. 1 is open on Saturdays. The services the firms on this page list most often on their websites are financial planning (3), investment management (2), retirement planning (2) and wealth management (2). 1 shows a license on its website and 6 have a BBB rating of A or A+. 16 have ten or more years of experience, the longest 39 years. 3 offer a free initial consultation and 1 is family- or locally-owned. We have a website on file for all 24 of the firms on this page; 22 publish a contact page; 15 list a public email and 4 take bookings online. We count these figures across the firms on this page; hours and prices change, so confirm the details with the firm before you book a consultation.
Do any financial advisers listed for Baton Rouge offer a free first meeting?
3 of the 24 firms on this page say the first meeting costs nothing. It is normally an introduction: what you are trying to achieve, how the firm works, and what it charges. Advice on your actual holdings starts once you have engaged them.
Mitchell Financial Group
“Knowledgeable and friendly people that are there to help you meet your retirement goals.”
Altus Wealth Management
“Best guys to work with in Baton Rouge.”
Goss Wealth Management
“In fact, she went out of her way to provide a very high level of service!”
Financial Freedom Consultants
“I love this company it's helping me build wealth and having somebody to guide me through success”
Twru Cpas & Financial Advisors
“It's refreshing to work with people who are not only great at what they do but are also just really good people.”
Tricoast Wealth Management
“Classy people who think more of me than my money.”
Hibernia Wealth Management
“He treats everyone like someone, you are not just a number there.”
Capital Financial Group: Ian James, Crpc, Aams, BFA
“Wonderful financial planner who actually COUNSELED on which avenues were best for ME to pursue for my own wealth-building...”
Cornerstone Wealth
“He is very knowledgeable, checks in with me to update my goals and where I stand, and makes great recommendations for financial growth, stability, and taxes!”
Horizon Financial Group
“I have used Horizon for over 10 years.”
CCB Accounting
“She's helped us get our ducks in a row to take our hobbies from hobbies to a fully fledged business and I can't wait to see what else she can do for us in the future!”
B F Anderson & Company
“Amy Anderson and Matthew Spencer have always been helpful when I call with questions regarding my portfolio.”
Capital South Wealth Management
“I would not be as comfortable nor as confident with anyone else managing my money, I trust James and Ryan and could not be more happy with my experience at Capital South Wealth Management.”
John O. Leatherwood
“John is outstanding when it comes to maximizing returns on investments during both bear and bull markets.”
IFG
“The process was quick and raised my scores by 110 points im 3 months.”
Abel Hall | Family Wealth Partners
Advisor.investments
Poulter Investment Advisors
Why these companies made our list
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