Financial Advisors for High Net Worth Individuals in Louisiana
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Featured Financial Advisors
Anthony Syracuse, CFP®
5 Client Reviews
"Personalized approach. Comfortable and approachable working relationship.
Responsive and timely."
Responsive and timely."
Ian Weiner, CFP(R), CEPA
1 Client Reviews
"For 2+ years, he has advised/supports my financial goals and that will enable me to fully enjoy my retirement lifestyle. I'm about a year away from being non-employed. I highly recommend him. He can make a difference with your resources. No regrets. Call Ian!"
Bull Oak
You work hard for your money. We’ll work hard to help you capitalize on what you’ve earned.
Bull Oak is a full-service financial advisory firm. We provide investment management, financial planning, tax strategy, tax preparation and filing, and estate planning. Our all-inclusive service frees up your time and gives you an optimal wealth management experience with harmony between all aspects of your financial life.
Bull Oak is a full-service financial advisory firm. We provide investment management, financial planning, tax strategy, tax preparation and filing, and estate planning. Our all-inclusive service frees up your time and gives you an optimal wealth management experience with harmony between all aspects of your financial life.
Financial Advisors
Chris Gure
15 Client Reviews
"Started working with Chris because no one else could explain my 401k, equity comp, and taxes in a way that actually made sense. Most advisors pitch products. He solves real problems and keeps my entire financial life moving in the right direction. That is why we trust him."
Ryan Johnson, CFP®, BFA™
11 Client Reviews
"Our experience working with Ryan since early 2024 has been fantastic. Every meeting we have is filled with incredible insights, and we always leave knowing he really gets us and that we are on the right path.
Ryan has taken the time to get to know us and understand our family's goals, and thanks to his thoughtful and friendly approach, we have also become good friends.
I highly recommend Ryan as a Financial Advisor, especially to anyone with a young family."
Ryan has taken the time to get to know us and understand our family's goals, and thanks to his thoughtful and friendly approach, we have also become good friends.
I highly recommend Ryan as a Financial Advisor, especially to anyone with a young family."
Pillar Wealth
11 Client Reviews
"The Pillar team has provided me with a very valuable outside perspective. They asked great questions and provided options and recommendations that worked well for my goals."
Anthony Syracuse, CFP®
5 Client Reviews
"Personalized approach. Comfortable and approachable working relationship.
Responsive and timely."
Responsive and timely."
Cayden McLaughlin, CFP, EA
3 Client Reviews
"Excellent, I have worked with Cayden for over a year and he has been very helpful in building a personal financial plan but also navigating difficult financial scenarios."
Matt-Magee, CFP®
1 Client Reviews
"Can’t say enough about how Matt helped me throughout the years in wealth management and planning for retirement."
Ian Weiner, CFP(R), CEPA
1 Client Reviews
"For 2+ years, he has advised/supports my financial goals and that will enable me to fully enjoy my retirement lifestyle. I'm about a year away from being non-employed. I highly recommend him. He can make a difference with your resources. No regrets. Call Ian!"
Bull Oak
You work hard for your money. We’ll work hard to help you capitalize on what you’ve earned.
Bull Oak is a full-service financial advisory firm. We provide investment management, financial planning, tax strategy, tax preparation and filing, and estate planning. Our all-inclusive service frees up your time and gives you an optimal wealth management experience with harmony between all aspects of your financial life.
Bull Oak is a full-service financial advisory firm. We provide investment management, financial planning, tax strategy, tax preparation and filing, and estate planning. Our all-inclusive service frees up your time and gives you an optimal wealth management experience with harmony between all aspects of your financial life.
Calculated Wealth
We strive to transform worry and stress into confidence and peace through careful planning delivered consistently while ensuring we’re accessible when you need us.
Retirement Matters, Inc.
You've worked hard to prepare for retirement. Retirement Matters will guide you through that transition and partner with you as you live out those dreams.
Showing 1 - 10 of 12 results
FrequentlyAsked Questions
Q: What counts as high net worth?
Typically, having $1M+ in investable assets qualifies as high net worth. Many advisors set service minimums between $500K–$2M.
Q: What services do advisors offer HNW individuals?
Core services include wealth planning, tax optimization, estate & legacy design, alternative investment access, risk management, and family office coordination.
Q: What credentials should I look for?
Look for CFP®, CFA®, or CPA credentials—plus experience advising clients with multi-million-dollar portfolios and complex family structures.
Q: What are alternative investments?
These include hedge funds, private equity, private credit, real estate syndications, and commodities—often accessible only to accredited or qualified investors.
Q: Do I need a family office?
If your net worth is above $10–25M and you require bill payment, asset custody, or multi-generational planning, a multi-family office may be appropriate. Otherwise, a specialized HNW advisor can usually cover your needs.
What Does a High‑Net‑Worth Financial Advisor Do?
A well-rounded HNW advisor delivers comprehensive and custom financial planning:
Investment Management: Bespoke portfolio construction and dynamic rebalancing
Tax Strategy: Income/loss harvesting, capital gains minimization, and tax-smart drawdown planning
Estate & Succession Planning: Trust structures, wills, family governance, and smooth transitions
Alternative Investments: Access to private deals, real estate, structured products, and hedge funds
Philanthropic Planning: DAFs, charitable trusts, and tax-efficient giving strategies
Integration with Attorneys & CPAs: Coordinated legal, tax, and investment strategies
Investment Management: Bespoke portfolio construction and dynamic rebalancing
Tax Strategy: Income/loss harvesting, capital gains minimization, and tax-smart drawdown planning
Estate & Succession Planning: Trust structures, wills, family governance, and smooth transitions
Alternative Investments: Access to private deals, real estate, structured products, and hedge funds
Philanthropic Planning: DAFs, charitable trusts, and tax-efficient giving strategies
Integration with Attorneys & CPAs: Coordinated legal, tax, and investment strategies
Not sure who’s right for you as a high net worth individual? Answer a few quick questions, and we’ll introduce you to someone who fits.
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