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Hassell Wealth Management
“My wife and I have full confidence in our investment with the team at Hassell Wealth Management.”
Best Financial Advisors in Houma, LA
24 firms listed · 4 in Houma · 3 open weekends · 15 rated 4.5+ · 1 shows a license
Data verified October 17, 2026
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Flagship Wealth Partners
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Ameriplus Finance
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Tauzin Wealth Management
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Pitre Wealth Management Group
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Broussard Wealth Management
“I started investing with Broussard Wealth Management almost 2 years ago, and on day one, Bart sat down with me to analyze my current financial picture for my portfolio.”
The 24 firms listed for Houma, 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: Houma, LA
Of the 24 firms we list here, 4 are in Houma itself and 20 come from towns including Metairie (12, 43 mi), Thibodaux (5, 16 mi) and New Orleans (2, 58 mi). 18 of the firms on this page have a rating, from 4.0 to 5.0 across 119 reviews; 15 are rated 4.5 or higher. 3 are open on Saturdays. The services the firms on this page list most often on their websites are financial planning (3), business services (2), estate planning (2), investment management (2) and retirement planning (2). 1 shows a license on its website; 2 list staff certifications (CFP) and 1 has a BBB rating of A or A+. 16 have ten or more years of experience, the longest 42 years. 2 offer payment plans; 1 offers a free initial consultation and 1 is family- or locally-owned. We have a website on file for 23 of the firms on this page; 22 publish a contact page; 19 list a public email and 4 take bookings online. We count these figures across the firms on this page; distances are straight-line, and hours and prices change, so confirm the details with the firm before you book a consultation.
Do firms listed for Houma take financial planning bookings online?
4 of the 24 firms take appointment requests through their websites. Some use a calendar that shows open slots directly, and a firm without online booking prefers a call first. Either way, say roughly what you are dealing with so the meeting goes to the right person.
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Southern Wealth Strategies
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Meyer Financial Group
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Parish Wealth Partners
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Leblanc Wealth Management
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Allday Consulting Group
- Calls
- People
- Quickbooks
“Once I was starting to understand it all, I thought back to the time that I freaked out and yelled at Danny, “I sell services… why would I put my retail products in Cost of Goods Sold?!”
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Person CPA Group
- Financial
- Company
“” Matt is a wealth of information, and we appreciate the fact that he is extremely knowledgeable in his field, yet he conveys a personable approach to business.”
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Cypress Financial Group
- Social Security
“Great experience having John explain Social Security benefits, including health care options.”
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Preservation Wealth Management
“During the pandemic they helped me to reorganize my 401(k) at no cost to me.”
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Fresh Start Financials
“She's gotten me one of the highest refunds thus far.”
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Vision Wealth Management
- Interest
“Jeff has been my advisor for number of years and he is always available for me if I have any questions.”
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Financial Consulting Group
“Darren Olivio is fantastic- always professional, always knowledgeable and willing to help.”
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Retirement Strategies Group
“I rate it A +”
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Faubourg Private Wealth
“My wife and I are more than satisfied with the work Connor puts in to not only help us manage our lives and finances well, but also the time and care that is put in to make sure we understand everything that they are doing and why!”
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Terrell Financial Group
“The staff and the owner is very friendly and helpful”
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Benefit Planning Group
“Insurance, investments and annuities, rollovers, a platform, newsletters, and, of course, advice.”
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Compass Capital Management
“I have been working with Gerrod Galliano and Kevin Phillips on my retirement accounts and discussing strategies for the future.”
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Wealthharbor Capital Group
“Place is great”
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Bertucci & Labiche
“I trust him enough to send my customers to him.”
Retirement Planning and Investment Management Services in Houma, LA Cost Estimates
Minimum cost
$1000
Maximum cost
$8500
National Average
$3000
Avg Per Hour Rates
$300
$2000
$5500
Typical price range is based on 262 cost profiles
Why these companies made our list
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