Best Financial Advisors in Houma, LA

The highest-rated Financial Planning & Wealth Management companies out of 178 vetted & reviewed in the Houma area.

Bobbie L. Howard, Certified Public Accountant

Bobbie L. Howard, Certified Public Accountant

“We are a full-service Accounting firm licensed in LA. We offer a broad range of services for business owners, executives, and independent professionals. We are affordable, experienced, and friendly.”
Transparent Fees & Pricing
Offers Financing Options
In Business Since 2001
Free Initial Consultation
921 Church St, Houma, LA
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Bennett Porche CPA Service

Bennett Porche CPA Service

“Use the form below to contact us regarding your inquiry. Please be as detailed as possible. Include your industry along with any specific document requests. To help us best service your inquiry, we recommend that you first describe the issue you're h...”
In Business Since 2018
Free Initial Consultation
409 S Van Ave, Houma, LA
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Hassell Wealth Management

Hassell Wealth Management

“Let's discuss how we can serve as a financial partner on your life's journey. We offer a complimentary introductory call to discuss where you are at, where you want to go, and how we may be able to help you.”
In Business Since 2006
CFP Certified
300 Lafayette St Suite 200, Houma, LA
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Lendio South Louisiana

Lendio South Louisiana

(1)
“Thank you so much for helping me so fast and such little time.”
In Business Since 2014
6160 W Park Ave, Houma, LA
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Flagship Wealth Partners

Flagship Wealth Partners

“Whether you're looking for retirement planning, investment advice, intergenerational wealth transfer, or estate planning strategies, we've got you covered. Go to Our Services”
In Business Since 2012
Accepts All Major Credit Cards
255 Corporate Dr, Houma, LA
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Tauzin Wealth Management

Tauzin Wealth Management

“Since starting his career 20 years ago, David has expanded his services to include both insurance and financial services. His main focus is working with pre-retirees and retirees to build a financial plan that may enable them to enjoy retirement the ...”
In Business Since 2017
1340 W Tunnel Blvd Suite 560, Houma, LA
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T. S. Kearns & Co., CPA

T. S. Kearns & Co., CPA

(1)
“Professional”
Offers Financing Options
In Business Since 1989
Transparent Fees & Pricing
Serving Houma Area
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Pitre Wealth Management Group

Pitre Wealth Management Group

“Our mission is to help our clients pursue financial success and security. We want to understand your financial goals and priorities, identify your risk tolerance and time horizon, and develop a relationship to better comprehend your personal situatio...”
In Business Since 2014
Serving Houma Area
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Southern Wealth Strategies

Southern Wealth Strategies

Financial Advisory, Financial Planning, Portfolio Management
“We work with busy, hard-working people who value honest, comprehensive financial advice. Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and...”
In Business Since 2018
Serving Houma Area
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Affiliated Asset Managers

Affiliated Asset Managers

“At our firm, we understand that individuals face unique challenges as they prepare for retirement. We can help take the mystery out of preparing for today and tomorrow. Whether you are investing to build wealth, protect your family, or preserve your ...”
In Business Since 2012
Serving Houma Area
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Meyer Financial Group

Meyer Financial Group

“The 2023 Forbes Best-in-State Wealth Management Teams list is developed by SHOOK Research and is created using an algorithm that includes both qualitative (in-person, virtual and telephone due diligence meetings; client impact; industry experience; r...”
In Business Since 2005
Serving Houma Area
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Parish Wealth Partners

Parish Wealth Partners

Investment Management, Estate Planning, Private Client Services
“The passion of our financial advisors is to help people from all walks of life find their own vision of true wealth. That means helping you define what true wealth looks like for you, putting a plan in place to help you pursue your vision, then helpi...”
In Business Since 2019
Serving Houma Area
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Leblanc Wealth Management

Leblanc Wealth Management

“Wealth management is an ongoing process and should recognize changes in economics, legislation or family dynamics, which can affect financial goals. We meet with our clients on an agreed-upon schedule either quarterly, semi-annually or annually to re...”
In Business Since 2009
Serving Houma Area
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Allday Consulting Group

Allday Consulting Group

(23)
New Business Services, Services For Quickbooks, Small Business Services
“Danny converted our Quicken accounting system to Quick Books and showed us how to use Quick Books to do true job costs accounting, recognizing project revenue in synchrony with costs.”
Transparent Fees & Pricing
Offers Financing Options
In Business Since 1984
Free Initial Consultation
2901 N Causeway Blvd #301, Metairie, LA
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Messina's Wealth Management

Messina's Wealth Management

(29)
Annuities, Life Insurance, This is a Template Menu
“Thank you Nick especially because your goal is for your clients' ongoing learning and be clear to understand how this investment will work for future years in retirement life.”
Transparent Fees & Pricing
In Business Since 2017
Licensed
3224 N Turnbull Dr Ste. 100, Metairie, LA
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Financial Consulting Group

Financial Consulting Group

(3)
Financial Planning, Retirement Planning, Tax Planning
“Whether you are looking for financial advice to plan for your children's college education or to plan your retirement, Darren Olivio and Chris Fuller can help you plan at every stage of your life.”
In Business Since 2022
Licensed, BBB Rating: A
111 Veterans Memorial Blvd #1506, Metairie, LA
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Gregory Ricks & Associates - Total Wealth Authority

Gregory Ricks & Associates - Total Wealth Authority

(5)
  • Investments
“My investments have done well and I've always been treated with utmost courtesy by staff.”
Accepts All Major Credit Cards
In Business Since 1983
Licensed, BBB Rating: A+
2800 Veterans Memorial Blvd Suite 170, Metairie, LA
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Person CPA Group

Person CPA Group

(12)
Estate Planning, Quickbooks, Bank Financing
“Matthew comes to our office to assist us with our finances and gives us direction on things we should look for in running our business to keep it on track.”
Transparent Fees & Pricing
Offers Financing Options
In Business Since 2001
Accepts All Major Credit Cards
3200 Lake Villa Dr, Metairie, LA
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JB Tax and Accounting

JB Tax and Accounting

(14)
“My husband and I received our return with in one week.”
Offers Financing Options
In Business Since 2013
Transparent Fees & Pricing
804 Webster St, New Orleans, LA
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Crescent City Retirement Group

Crescent City Retirement Group

Social Security, Legacy Planning, New Generation Retirement
“It wasn't that long ago that managing your financial lives meant keeping track of dozens – if not hundreds – of documents like trusts, wills, powers of attorney, insurance policies, investments and more. They were squirreled away in drawers, boxes, g...”
In Business Since 2011
Licensed, BBB Accredited
3500 N Causeway Blvd Suite #1050, Metairie, LA
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Next Choice Financial

Next Choice Financial

(5)
“What I admire most is their Consistency, Professionalism and Customer Satisfaction !”
Free Initial Consultation
In Business Since 2020
Transparent Fees & Pricing
1 Galleria Blvd Suite 1900, Metairie, LA
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FPL Capital Management

FPL Capital Management

DIY Investors, Retirement Plan Services, Fees
“FPLCM is one of the few flat fee, fee-only advisory firms in the nation. We deliver a full spectrum of financial planning and investment management services customized to suit your financial objectives. Annual fees range between $1,000 and $15,000, d...”
In Business Since 1998
Transparent Fees & Pricing
3525 N Causeway Blvd #633, Metairie, LA
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Preservation Wealth Management

Preservation Wealth Management

(7)
“During the pandemic they helped me to reorganize my 401(k) at no cost to me.”
In Business Since 2018
3500 N Causeway Blvd STE 120, Metairie, LA
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Vision Wealth Management

Vision Wealth Management

(2)
Investment Solutions, Financial & Retirement Planning, Investment & Services Snapshot
“Jeff has been my advisor for number of years and he is always available for me if I have any questions.”
In Business Since 2021
3200 Lake Villa Dr, Metairie, LA
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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
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Average Cost $3000
Minimum cost $1000
Maximum cost $8500
Avg Per Hour Rates $300

Typical range $2000 to $5500 is based on 262 cost profiles.

Why these companies made our list

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