Top Financial Advisors in Baton Rouge, LA

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Hibernia Wealth Partners leads off our list of the top financial advisors in Baton Rouge. This fee-based firm does not have a minimum account size or initial investment requirement. As a result, the firm works with a range of clients, including individuals above and below the high-net-worth threshold, retirement plans and charities. 

The firm charges an asset-based fee for investment advisory services, which includes its wrap fee program. Hibernia also offers financial planning and consulting for hourly or fixed fees. As a fee-based practice, some advisors may sell securities or insurance and receive commissions for those transactions, in addition to the fees that advisory clients pay. While this creates a conflict of interest, the firm has a fiduciary duty to act in clients’ best interests. 

Hibernia Wealth Partners was established in 2015 and received its SEC registration as a registered investment advisor (RIA) in 2022. The firm is solely owned by its founder Paul V. Saltaformaggio, an accredited investment fiduciary (AIF). The firm is also known as Hibernia Wealth Management.

In addition to investment management and financial planning, the firm also offers retirement plan services and may outsource portfolio management to a third-party advisor. 

Hibernia Wealth Partners relies on a long-term investment plan strategy that involves customized asset allocation based on a client's specific investment objectives and risk profile. The firm evaluates and selects securities using a range of approaches, including fundamental analysis, technical analysis, cyclical analysis, modern portfolio theory and charting. 

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Dent Wealth Advisors was founded in 1997 and provides comprehensive financial advisory and investment management services to individuals, retirement plans, charitable organizations and businesses.

The firm offers ongoing portfolio management, financial planning, retirement guidance and 401(k) plan advisory services. Its planning process covers areas such as retirement readiness, net worth analysis, and goal setting. Dent Wealth Advisors also works with clients on legacy assets like annuities, variable life insurance and retirement plan holdings.

The firm is fee-only, but generally requires a $2 million minimum in investable assets, although it may waive this in certain cases. Dent Wealth Advisors does not collect commissions for selling insurance or securities, and none of its supervised persons accept transaction-based compensation.

The firm's small team of advisors holds several financial certifications: the Certified Financial Planner™ (CFP®), Chartered Financial Analyst (CFA) and investment adviser certified compliance professional (IACCP). 

Dent Wealth Advisors’ investment approach combines fundamental analysis, asset allocation and mutual fund and ETF selection. Portfolios may also include exchange-listed securities, corporate and municipal bonds, U.S. government securities, alternative investments and money market funds. The firm focuses on building diversified, long-term portfolios aligned with each client’s goals, risk tolerance and tax situation, while emphasizing risk management through allocation and ongoing monitoring.

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Next up on our list is Evans Investment Advisors. This firm has a small team of advisors who collectively have earned the Certified Financial Planner™ (CFP®) and retirement income certified professional (RICP).

You don’t need a certain amount of money to become a client. In addition to individuals and high-net-worth individuals, the firm offers its services to pension and profit-sharing plans, trusts, estates, charitable organizations, corporations and business entities. Evans Investment Advisors works under a fee-based structure. This means that some advisors may earn commissions from third-party vendors when selling you certain products and services. However, the firm and its advisors must uphold their fiduciary duty to put clients' interests first. 

Gregory Wade Evans founded his namesake firm in 2008. It registed with the SEC that same year. Today, the firm offers guidance in areas such as retirement and education planning, tax and cash flow management, insurance review and estate planning. Services may be delivered through ongoing advisory relationships, stand-alone planning engagements or collaboration with third-party asset managers.

Evans Investment Advisors' investing strategy is based on the information it gathers from its clients. Its advisors hold meetings with clients in order to collect information about their risk tolerance, investment goals and more. They then use this information to create a diversified portfolio, typically with no-load or low-load mutual funds and exchange-traded funds (ETFs). 

The firm employs a strategic asset allocation approach, using model portfolios as a foundation and incorporating additional investments where suitable. Portfolios are diversified across global markets to manage risk.

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Abel Hall is a fee-based firm that works mostly with individuals, a majority of whom do not have high net worth. Institutional clients at the firm include pension and profit-sharing plans, charitable organizations, corporations and other businesses.

Some membes of the Abel Hall team hold the Certified Financial Planner™ (CFP®) and certified public accountant (CPA) designations. Meanwhile, some advisors at the fee-based firm earn commissions, which is a potential conflict of interest. However, advisors must act in the best interest of the client, though.

Abel Hall was founded in 2019 and is owned by Andrew Hall and Leo Abel. It also became an SEC-registered investment advisor in 2019 and has been in business ever since. The minimum account size is $2 million, tied for the highest on this list.

Services offered include both discretionary and non-discretionary investment management, retirement plan advisory services and financial planning. As part of the latter, the firm may review and clarify client goals, assess cash flow and income, as well as develop a goal-oriented investment and income plan. 

Advisors at Abel Hall use fundamental analysis, asset allocation and mutual fund/ETF analysis to make decisions about how to invest a client's money. The firm and its advisors look to tailor investment advice and strategies to the needs of clients. However, Abel Hall typically invests client assets in equities, mutual funds and ETFs, as well as debt securities. 

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Brian Low Financial Group is a fee-based firm that primarily works with individuals, but also serves high-net individuals, corporations and trusts. One of the advantages of working with Brian Low Financial Group is that there is no minimum initial account value required to open an account with them.

For investment management, clients typically pay a fee that's based on a percentage of their assets under management. Financial planning services are generally covered by the investment management fee. However, some advisors on staff may earn commissions when selling insurance. This creates a conflict of interest because advisors have a financial incentive to recommend certain products and services over others. But keep in mind that the firm is a fiduciary and must always act in your best interests. 

The firm was established in 2019 and remains under the sole ownership of Brian Low, who has worked in financial services for 27 years. In addition to its headquarters in Baton Rouge, Low's namesake has offices throughout Louisiana in Mandeville, Metairie and Lafayette.

Brian Low Financial Group offers investment management and wrap fee programs, retirement account rollover recommendations, consulting, third-party advisor referrals and financial planning services. The firm focuses on purpose-driven investing, tailoring the underlying investment strategy to meet the specific needs of client assets. They conduct thorough and exhaustive investment research to potentially maximize long-term wealth accumulation by strategically positioning portfolios. 

In terms of typical investments, the firm may allocate a client's assets to mutual funds, ETFs, equities, and debt securities. The firm may also use alternative investments for some clients, including firm may allocate funds to hedge funds, private equity and venture capital.

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Asempa Wealth Advisors rounds out our list of the top advisory firms in Louisiana's capital city. Founded in 2023, this fee-only firm provides ongoing portfolio management tailored to each client’s goals, income, tax situation, risk tolerance and time horizon. Asempa develops investment policy statements and manages accounts with discretionary authority, offering asset allocation, investment strategy, security selection and regular monitoring. 

The firm can also manage “held away” accounts, such as workplace retirement plans, through a third-party platform. Services cover mutual funds, equities, ETFs (including precious metals), fixed income securities, real estate funds, commodities, non-U.S. securities, annuities, venture capital and private placements. Clients may request restrictions based on personal values, and all services are provided under a fiduciary duty to act in the client’s best interest.

The firm primarily works with high-net-worth individuals. There is no minimum account size, though advisory fees are based on a percentage of assets under management, ranging from 1% to 0.50% depending on account size. As a fee-only firm, neither the firm nor its advisors receive commissions or outside compensation for recommending or selling investment products.

The firm's founder and principal owner Mawe Takyi holds the Certified Financial Planner™ (CFP®) credential. 

Asempa applies cyclical and fundamental analysis along with modern portfolio theory to guide decisions. Its investment approach emphasizes long-term trading with diversified portfolios designed to balance risk and return. The firm invests across multiple asset classes to manage risk while pursuing growth.