North Shore Capital Planning
“Nick and his team helped me to get my retirement planning on track in a way that was comfortable for me.”
Best Financial Advisors near Slidell, LA
We have 4 firms in Slidell on file. Only the highest-rated make our list: 3 of them made it, along with 7 from New Orleans (3, 17 mi), Mandeville (2, 19 mi) and Covington (2, 22 mi).
1 open weekends · 9 rated 4.5+
Data verified October 18, 2026
Pontchartrain Investment Management
“If you're thinking about your financial future, I cannot say enough good things about Steve Kernahan I have heard him help people who are barely making ends meet all the way up to my 80ish-year-old parents with much success.”
Melerine Wealth Management
Gordon F. Schafer, Jr., Cpa, Cgma
“He is an absolute pleasure to deal with and the entire process of filing our income taxes from beginning to end couldn't have been easier, more efficient, or more pleasant.”
Gregory Ricks Total Wealth
“We have been with Gregory Rick's almost 10 year.”
Snow Financial Group
“Paul has always been available to answer any questions and extremely kind during every encounter.”
The 10 firms listed for Slidell, 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: Slidell, LA
9 of the 10 firms on this page have a rating, from 4.9 to 5.0 across 307 reviews; 1 has 50 or more reviews. 1 is open on Saturdays. 1 lists staff certifications (CFP) and 2 have a BBB rating of A or A+. 7 have ten or more years of experience, the longest 41 years. 1 offers payment plans and 2 offer a free initial consultation. We have a website on file for all 10 of the firms on this page; 9 publish a contact page; 5 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.
Why are financial advisers outside Slidell listed here?
3 of the 10 firms are located in Slidell. The others come from other towns within 30 mi. Advice is frequently given remotely now, so registration and services matter more than the drive. Distances are straight-line.
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ZDT Financials
“ZDT Financial is an excellent company to restore credit they were able to bring my credit score up tremendously.”
Cornerstone Financial
“Chris and team have been excellent to work with on all my financial and insurance needs over the past dozen years.”
Pelican Family Office
“Without any hesitation, I highly recommend this family office to anyone seeking a team of knowledgeable and resourceful professionals, dedicated to delivering value-driven results.”
Upbeat Wealth
“Compared to previous experiences, Upbeat Wealth has provided us with tools to not only to manage our current finances and set goals for the future, but also has set in motion a system that allows us to revisit these goals constantly as life evolves and circumstances changes.”
Why these companies made our list
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