New Orleans Financial Advisors

Smart financial planning built around what matters most to you.

A thoughtful approach to planning, investing, and financial decision-making. We help our clients plan wisely, and live confidently.

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Some of The People Who Value Our Work Include:

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Pharmacists

Financial Planning For Pharmacists Who Want More Than Just a Good Salary Commission-free financial…

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Insurance Agency Owners

Financial planning for insurance agency owners who want their business to fund their life …

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Prime Earning Years

Financial planning for families, individuals, and business owners making important financial decisions Financial planning,…

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How We Help You Make Wise Financial Decisions

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Financial Planning

Planning built around what matters most to you.

We help individuals, families, and business owners make thoughtful financial decisions as life evolves. Whether you are laying a strong foundation or looking for an ongoing planning partner, our approach brings clarity, perspective, and confidence to complex choices.

Financial Planning

Investment Management

Investing with purpose, discipline, and perspective.

Our investment management services are designed to support your broader financial plan. Portfolios are built around your goals, timelines, and risk profile, with ongoing oversight, tax-aware strategies, and steady guidance through changing markets.

Investment Management

Retirement Plans

Retirement plans that support your business and your people.

We help business owners evaluate, implement, and manage retirement plans that align with company goals, employee needs, and long-term strategy. The focus is on thoughtful design and fiduciary clarity, not one-size-fits-all solutions.

Retirement Plans

What People Have to Say

Erik and his team made us feel like we mattered—we weren’t just another number on a client list.
When a big decision comes up, Erik is someone I can call and talk it through with confidence.
Erik listens—really listens—and helps you think through risks in a smart, intentional way.
There’s something invaluable about working with someone who deeply understands your world and the challenges you face day to day.
I have more confidence and peace of mind about my personal finances since working with Erik and his team.
Erik is a trusted advisor who truly understands the unique needs of my business as an agency owner himself.
He meets his clients where they are and has an advantage connecting with agency owners because he’s walked in your shoes.
Erik and his team simplify investing concepts and communicate them in a way we can all understand.
Working with Erik has helped me think long-term about my business, my family, my lifestyle, and overall balance.
Erik has helped me build liquidity outside the agency, giving me more freedom and confidence when making big decisions.

Non-compensated client testimonials. Experiences may vary and are not guaranteed to be representative of all clients or future results. No compensation was provided, and no material conflicts of interest are believed to exist.

Learn More With Our In-Depth Content Library

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We're committed to educating clients & prospective clients about finances. It's why we've created a robust library of educational resources from podcasts & white-papers, to eBooks & video content.