Baton Rouge, LA

Popular Cities

Baton Rouge, LA
Join as a Pro

Best Financial Advisors in Baton Rouge, LA

Handpicked from 395 vetted & reviewed Financial Planning & Wealth Management firms in the Baton Rouge area, discover the top 5 leading options among the selected group of 24 finalists.

View Profile
Haynes Accounting & Tax Services

Haynes Accounting & Tax Services

(8)
“73 back but charged me $436 to went here the next day and with the same info was attentive and through and got me right this was in 2017 definitely going back this year”
Accepts All Major Credit Cards
Free Initial Consultation
In Business Since 2008
Licensed, BBB Rating: A+
7548 Town S Ave, Baton Rouge, LA
i
View Profile
Apple Guerin Company of Baton Rouge

Apple Guerin Company of Baton Rouge

(30)
Business Management, Tax Preparation & Tax Minimization Techniques, Retirement Planning
“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.”
In Business Since 1992
Licensed, BBB Rating: A+
6421 Perkins Rd Bldg A, Ste 1B, Baton Rouge, LA
Featured

Without both short-term and long-term financial plans in place, you will be setting yourself up to fail. How will new earnings be allocated; how much will go toward savings? Are you budgeting for new purchases? Where will money come from if business gets slow? If you don’t already have the answers to these questions, this is a great place to start. Planning for the unexpected helps to ensure that your business will survive surprise expenses. Schedule a consultation with our team today.

i
View Profile
Greg A. Kennedy, CPA

Greg A. Kennedy, CPA

(15)
  • Knowledge
  • Questions
  • Investment
“Kennedy to people who ask for the simple reason that I have always been treated with respect and feels that I am in good hands all along, a rare quality to find nowadays.”
Free Initial Consultation
In Business Since 2002
Licensed, BBB Rating: A+
Family Business
9456 Jefferson Hwy, Baton Rouge, LA
i
View Profile
Conqueror Consulting Group

Conqueror Consulting Group

(28)
90-Day Coaching Program, Business Like a Boss Offers, Coaching Solutions
“But see CCG always will be blessed and on top because even though money good, they never forget where they come from and the power that God has giving them to conquer the word just by Giving Knowledge!”
In Business Since 2020
9655 Perkins Rd STE C-211, Baton Rouge, LA
i
View Profile
Elite Financial Services

Elite Financial Services

(2)
Debt Resolution, Tax Solutions, Bookkeeping
“Great job with getting my taxes done in a timely manner”
In Business Since 2017
Licensed, BBB Rating: A+
5638 Superior Dr E, Baton Rouge, LA
i
Best of 2023

Qualification Criteria for best of Winners

Minimum Overall Score
95 (100)
Minimum Reputation Rank
98.1 Percentile
All of our award winners are based on identifiable facts - reviews, performance, and experience - collected by scientific means. We use this data to assess each business’s essential features, weighting them according to their importance to customers.
Read our methodology
Prominent finalists
View Profile
Accounting Outsourcing

Accounting Outsourcing

“If you are looking for a blend of personal service and considerable expertise, you have come to the right place! We have offered a broad range of services for business owners, executives and independent professionals for more than 30 years.”
Transparent Fees & Pricing
In Business Since 1999
Licensed, BBB Rating: A+
7648 Picardy Ave #100, Baton Rouge, LA
i
View Profile
Mitchell Financial Group

Mitchell Financial Group

“Mitchell Financial Group and Kinetic Investment Management, Inc. are two separate entities. Insurance products and services are offered and sold through individually licensed and appointed agents in all appropriate jurisdictions under Mitchell Financ...”
In Business Since 2011
Licensed, BBB Rating: A+
4720 Bluebonnet Blvd, Baton Rouge, LA
i
View Profile
Layfield & Borel Cpa's Llc

Layfield & Borel Cpa's Llc

(1)
Tax Services, Services For Individuals, Business Services
“Incredible”
Transparent Fees & Pricing
In Business Since 2022
Accepts All Major Credit Cards
Free Initial Consultation
10343 Siegen Ln UNIT 4A, Baton Rouge, LA
i
View Profile
The Shobe Financial Group

The Shobe Financial Group

Business Planning, Retirement Planning, Investment Management
“The Shobe Financial Group and Shobe & Associates, Inc. are not registered broker/dealers and are independent of Raymond James Financial Services. Investment advisory services offered through Shobe & Associates, Inc. Securities are offered through Ray...”
Accepts All Major Credit Cards
In Business Since 1984
Licensed, BBB Rating: A+
8280 Ymca Plaza Drive Bldg #4, Baton Rouge, LA 70810
i
View Profile
Brian Low Financial Group

Brian Low Financial Group

(10)
  • Investment
  • Retirement
  • Fiduciary
“As an independent advisor, he has the ability and takes the time to research a wide variety of investments that are tailored to his clients individual goals.”
In Business Since 2012
Licensed
4463 Bluebonnet Blvd Suite B, Baton Rouge, LA
i
View Profile
Double the Love Financial Services

Double the Love Financial Services

(8)
  • Home
  • Credit
“Ebony showed me actual results and because of her dedication and compassion for her clients (me) I was able to reach a milestone in my life and purchase my first home.”
In Business Since 2020
8211 Summa Ave Suite H, Baton Rouge, LA
i
View Profile
Capital Financial Group: Ian James, Crpc, Aams, BFA

Capital Financial Group: Ian James, Crpc, Aams, BFA

(1)
Circle-Black Client Login, Tell A Friend, Affiliated Offices
“Wonderful financial planner who actually COUNSELED on which avenues were best for ME to pursue for my own wealth-building...”
In Business Since 2011
8550 United Plaza Blvd Suite #702, Baton Rouge, LA
i
View Profile
HDA Financial Firm

HDA Financial Firm

(1)
“Very professional group, responsive and extremely knowledgable.”
In Business Since 2019
Offers Financing Options
11408 Lake Sherwood Ave N, Baton Rouge, LA
i
View Profile
Danette L Daigle Ea

Danette L Daigle Ea

Financial Planning, Business Tax Returns, Payroll Services
In Business Since 2013
8414 Bluebonnet Blvd, Baton Rouge, LA
i
View Profile
Olivier Group

Olivier Group

Investment Management, Business Owner Strategies, Financial Planning
“Developing an investment plan is just one piece of the puzzle. The trick to working towards achieving your financial goals is to look at the big picture, then implement the appropriate strategy to get there. On this segment, Chad breaks down the key ...”
Accepts All Major Credit Cards
In Business Since 2005
Licensed, BBB Rating: A+
4609 Bluebonnet Blvd A, Baton Rouge, LA
i
View Profile
Capital South Wealth Management

Capital South Wealth Management

(2)
“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.”
In Business Since 2016
6513 Perkins Rd Suite #106, Baton Rouge, LA
i
View Profile
B F Anderson & Company

B F Anderson & Company

(2)
“Amy Anderson and Matthew Spencer have always been helpful when I call with questions regarding my portfolio.”
In Business Since 2000
2237 S Acadian Thruway # 605, Baton Rouge, LA
i
View Profile
East Pointe Wealth Advisors

East Pointe Wealth Advisors

(2)
“I'm grateful that he took the time to explain concepts/terms in finance to help me feel at ease about my medical school student loan debt and how to set up my medical practice financially.”
In Business Since 2022
7330 Highland Rd Suite A3B, Baton Rouge, LA
i
View Profile
John O. Leatherwood

John O. Leatherwood

(1)
“John is outstanding when it comes to maximizing returns on investments during both bear and bull markets.”
In Business Since 2017
10723 N Oak Hills Pkwy Bldg A, Baton Rouge, LA
i
View Profile
Infinity Financial Group

Infinity Financial Group

(1)
“The process was quick and raised my scores by 110 points im 3 months.”
In Business Since 2010
4626 Sherwood Common Blvd #301, Baton Rouge, LA
i
View Profile
Gulf Coast Financial Advisors and Associates

Gulf Coast Financial Advisors and Associates

(1)
“I've been a client for several years and always get outstanding service in every interaction.”
In Business Since 2020
758 St Charles St, Baton Rouge, LA
i
View Profile
Sparacino Wealth Management

Sparacino Wealth Management

“Sparacino Wealth Management LLC offers comprehensive solutions through a spectrum of financial services. Whether you are a veteran of success or are just starting to manage your portfolio, Sparacino Wealth Management LLC can help you pursue your goal...”
In Business Since 2011
17501 Jefferson Hwy, Baton Rouge, LA
i
View Profile
Abel Hall | Family Wealth Partners

Abel Hall | Family Wealth Partners

“Each word in our tagline “Family Wealth Partners” has meaning and properly understood helps differentiate us from your alternatives. In an industry that embraces personal plans the word “Family” reflects our belief that the happiest families are the ...”
In Business Since 2017
Licensed, BBB Rating: A+
9270 Siegen Ln #202, Baton Rouge, LA
i
View Profile
Poulter Investment Advisors

Poulter Investment Advisors

“Before we even consider a financial plan, we want to meet with our new clients and discuss their family situations, risk tolerance, liabilities, and long-term goals. We believe that a client's concerns and values should be an integral part of any fin...”
In Business Since 2018
11616 Southfork Ave STE 301, Baton Rouge, LA
i

Retirement Planning and Investment Management Services in Baton Rouge, LA Cost Estimates

Minimum cost
$1222
Maximum cost
$10387
National Average
$3666
Avg Per Hour Rates
$367
$2444
$6721
Typical price range is based on 374 cost profiles
Embed on your site

Your Embed Code

Click to copy
Successfully copied!
Average Cost $3666
Minimum cost $1222
Maximum cost $10387
Avg Per Hour Rates $367

Typical range $2444 to $6721 is based on 374 cost profiles.

Why these companies made our list

Is this page useful? Yes
No
Is there anything wrong with this page?

Wealth Management Advisors near Baton Rouge

Popular in Baton Rouge

, LA
Back To Top