Bienvenue Wealth
At Bienvenue Wealth, we provide clarity for life! We are a Fee-Only Registered Investment Advisor located in New Orleans, LA. Our focus is on helping Generation X families to reach their financial goals. Unlike traditional brokerage shops, our personalized approach ensures that our clients receive the best objective advice with no products involved. With our commitment to consumer advocacy, we can work together to ensure your family prospers.
Our team embraces the idea of personalizing our client experience to get the results you want. We understand the importance of having someone you trust to assist you in reaching your financial objectives. Our knowledgeable staff is dedicated to providing you with the support and guidance you need to make informed decisions about your finances. We put your needs first and provide you with the tools and knowledge to help you reach your financial goals.
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Covenant Wealth Advisors
Covenant Wealth Advisors is more than a private wealth management firm - we are an intelligent team of fiduciary financial advisors, fee-only financial planners, and retirement income planning professionals. Founded in 2010, we are one of a few fully independent wealth management firms and fee-only financial planners located in Central Virginia with offices in Williamsburg and Richmond.As our clients' Personal CFO, we ensure that their overall financial goals are met in a prudent way. Our simple and elegant wealth management process provides our clients with clarity on what's important, comprehensive insights into how to accomplish their financial and life goals, and an ongoing partnership to guide them along the way.Our mission is to provide our clients with financial security and peace of mind through a lifetime of trust, personal relationships, and objective advice. We take on new clients as part of our extended family, and many of our relationships span multiple generations.We cater to a variety of clients from physicians, corporate executives, successful professionals, business owners, Christian families, entrepreneurs, to individuals and families with substantial and complex assets. While investable assets typically exceed $1,000,000, we are able to serve clients of all asset levels, including their children and heirs.
Deane Retirement Strategies
Deane Retirement Strategies has been providing fiduciary financial advice and services in New Orleans and the surrounding area for more than 45 years. Our team consists of Certified Financial Planners (CFPs) and Chartered Financial Analysts (CFAs), who focus on blending retirement financial planning with fee-only, discretionary portfolio management. We currently manage over $200 million in client assets using individual stocks, bonds, and ETFs. We do not use mutual funds, annuities, or insurance products. Our minimum requirement for new clients is $1 million. We offer guidance to Retirees, Near Retirees, Wealth Accumulators, and Company Retirement Plans. Our platform is tailored for portfolios over $1 million. Our firm has the benefit of two generations of financial advisors with over four decades of experience. Our Retirement Advisory team approach ensures our clients will have continuous access to retirement advice and investment management for the long-term. We strive to be a lifetime partner for our clients.
Stash Wealth
Stash Wealth is a Registered Investment Advisor based in New York that helps young professionals manage their finances. Their mission is to educate and empower High Earners, Not Rich Yet (H.E.N.R.Ys™) who are often ignored by traditional financial firms. Stash Wealth offers tailored advice and solutions - from The Money Map™, a personalized one-page guide on how to better organize finances, to their signature financial plan, The Stash Plan™ - with fee-only, impartial wealth management. They provide a no-nonsense way to help their clients turn their income into wealth. Our experienced team is dedicated to providing top-notch service and satisfaction for all of our clients. Contact us today for more information on how we can help you with all of your needs.
Brunch & Budget
Are you looking for a way to find peace, energy, and the life you were meant to live? At Brunch & Budget, we can help you get there. We're a fee-only financial planning firm that specializes in budgeting and expense analysis, cash flow planning for small businesses, savings plans, debt management, student loans, salary negotiations, insurance planning, investment planning, and estate planning. Our clients range from millennials, Gen X/Y, young professionals, small business owners, entrepreneurs, and freelancers. We are registered as a Registered Investment Advisor (RIA) in New York, New Jersey, Texas, and California and work with clients virtually across the country. We don't sell any products or take commissions or referral fees, so you can trust that our advice is unbiased. Life isn't about worrying about money. It's about finding your why and how to get there. That's where we come in. When you're ready, we'll be here to help you figure out how to reach that place in your life.
Newground Social Investment
Newground Social Investment, SPC is a fee-only, independent Registered Investment Advisor that offers Socially & Responsible Investments (SRI) for individuals and not-for-profits nationwide. Newground is the first Social Purpose Corporation in Washington State and seeks to combine investment decisions with social concerns and personal or institutional values. They welcome new client inquiries. If you would like to learn more about what we have to offer, please don't hesitate to give us a call today. No matter what your needs are, we will do our best to provide you with the top-notch service that you deserve.
Bienvenue Wealth
At Bienvenue Wealth, we provide clarity for life! We are a Fee-Only Registered Investment Advisor located in New Orleans, LA. Our focus is on helping Generation X families to reach their financial goals. Unlike traditional brokerage shops, our personalized approach ensures that our clients receive the best objective advice with no products involved. With our commitment to consumer advocacy, we can work together to ensure your family prospers. Our team embraces the idea of personalizing our client experience to get the results you want. We understand the importance of having someone you trust to assist you in reaching your financial objectives. Our knowledgeable staff is dedicated to providing you with the support and guidance you need to make informed decisions about your finances. We put your needs first and provide you with the tools and knowledge to help you reach your financial goals.