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Showing 1 - 12 of 19 results
BERNHARD CAPITAL PARTNERS MANAGEMENT, LP
BERNHARD CAPITAL PARTNERS MANAGEMENT, LP
Baton Rouge, Louisiana
25-49 employees
Bernhard Capital Partners is a services and infrastructure-focused private equity management firm established in 2013. Bernhard Capital Partners has deployed capital in three funds across five strategies, has approximately $2.5 billion of gross assets under management, and is ranked as one of Private Equity International’s 300 largest private equity firms worldwide. Bernhard Capital seeks to create sustainable value by leveraging its experience in acquiring, operating, and growing services and infrastructure businesses.
Retirement Benefits Rank
Top Benefits
BSM CONSULTING GROUP, LTD
BSM CONSULTING GROUP, LTD
Mandeville, Louisiana
1-24 employees
Financial Planning Consultants & Services
Retirement Benefits Rank
Market Leading
HORIZON FINANCIAL GROUP
HORIZON FINANCIAL GROUP
Baton Rouge, Louisiana
1-24 employees
We make wealth management simple and straightforward for our clients. Horizon serves business owners, physicians, attorneys, executives and professionals in 3 strategic areas of focus: Financial Planning, Investment Management, and Retirement Plans. This breadth of service capabilities paired with experienced financial professionals offers the kind of financial guidance that leads to a more confident life. Learn more at: www.HorizonFG.com Keep in touch: - Facebook: https://www.facebook.com/HorizonFinGroup/ - Instagram: https://www.instagram.com/horizonfinancialgroup/ - Twitter: @HorizonWM Disclaimer: Securities and advisory services offered through Cetera Advisors LLC, member FINRA/SIPC, a broker/dealer and a Registered Investment Adviser. Cetera is under separate ownership from any other named entity. 15015 Jamestown Boulevard, Suite 100, Baton Rouge, LA 70810, (225) 612-3820
Retirement Benefits Rank
Top Benefits
EAGLE CAPITAL MANAGEMENT, LLC
EAGLE CAPITAL MANAGEMENT, LLC
Mandeville, Louisiana
1-24 employees
Eagle Capital Management, LLC is an investment management firm founded by Ravenel and Beth Curry in 1988. The firm offers one strategy, the Eagle Equity Strategy, which it has been managing since its inception for over 20 years ago. To achieve superior investment returns in both up and down markets, Eagle Capital Management uses a bottom-up, research-driven approach to find undervalued companies that will experience long-term secular change. By identifying change early, ahead of the general market, Eagle minimizes risk and maximizes the upside potential in the stock. The firm’s clients include leading foundations, charitable organizations, endowments, pension plans, corporations, state and municipal government entities, and individuals, including high net worth individuals and families. By consistently applying its investment philosophy and process, Eagle expects to continue to achieve long-term outperformance of any broad market index. For further information, please email [email protected].
Retirement Benefits Rank
Top Benefits
STEWART CAPITAL LLC
STEWART CAPITAL LLC
Metairie, Louisiana
1-24 employees
• Responsible for day to day financial management of a privately held investment company with assets invested primarily in real estate, private equity and managed equity portfolios • Administrative responsibilities included accounting oversight, tax compliance and planning for more than 70 legal entities, including partnerships, corporations, LLCs and trusts
Retirement Benefits Rank
Below Market
MAGNOLIA WEALTH STRATEGIES
MAGNOLIA WEALTH STRATEGIES
Metairie, Louisiana
1-24 employees
Magnolia Wealth Strategies is a holistic personal and business financial guidance firm offering a full-range of financial solutions serving the needs of individuals, families, and businesses. Our main purpose is to help people secure their future and protect the ones they love. We also strive to serve the communities where we live and work. Everything we do is driven by our desire to build and maintain deep, meaningful relationships and make a difference in people’s lives. As one of the oldest firms in the southeast, Magnolia Wealth Strategies diverse team of over 120 financial professionals has the experience and knowledge to understand your unique situation and provide you with solutions to help you prepare for your future. Together, we can help you reach your goals. _____ Local firms are sales offices of Massachusetts Mutual Life Insurance Company (MassMutual), and are not subsidiaries of MassMutual or its affiliated companies. Securities, investment advisory, and financial planning services offered through qualified registered representatives of MML Investors Services, LLC. Member SIPC. www.sipc.org. 3838 N Causeway Blvd., Suite 3400, Metairie, LA 70002. 504-613-2000.
Retirement Benefits Rank
Market Competitive
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FINANCIAL CONSULTING GROUP, INC.
FINANCIAL CONSULTING GROUP, INC.
Metairie, Louisiana
1-24 employees
111 Veterans Memorial BlvdSuite 1506Metairie, LA 70005(504) 835-1707Financial Consulting Group Inc. is an independent practiceSecurities offered through Raymond James Financial Services Inc., Member FINRA/SIPCFinancial Consulting Group, Inc. is not a registered broker/dealer, and is independent ofRaymond James Financial Services. Investment Advisory Services are offered through Raymond JamesFinancial Services Advisors, Inc.For important disclosure information, please see "Social Media Disclosure" link in the "Contact Info: section.
Retirement Benefits Rank
Below Market
GREGORY RICKS AND ASSOCIATES, INC.
GREGORY RICKS AND ASSOCIATES, INC.
Metaire, Louisiana
1-24 employees
Gregory Ricks and Associates is a comprehensive financial advisory firm committed to addressing client goals to the fullest potential. Services include, but are not limited to, portfolio investment strategies, retirement portfolio management, retirement income management, tax efficient strategies, estate planning, and legacy planning. Their ultimate vision is to educate clients about finances and help them plan for a comfortable retirement. Investment advisory services offered only by duly registered individuals through AE Wealth Management, LLC (AEWM). AEWM and Gregory Ricks & Associates are not affiliated companies. Investing involves risk, including the potential loss of principal. Neither the firm nor its agents or representatives may give tax or legal advice. Individuals should consult with a qualified professional for guidance before making any purchasing decisions.
Retirement Benefits Rank
Below Market
UNITED WEALTH ADVISORS GROUP, LLC
UNITED WEALTH ADVISORS GROUP, LLC
La Place, Louisiana
25-49 employees
For independent advisors like you, it is really hard to tap into high quality services, resources, and training that helps you be the best. At UWAG, we’ve created affiliate partnerships that give you resources to maximize growth now and help position your business to sell or transfer to the next generation when you are ready. Representatives offer products and services using the following business names: Wealth Solutions, LLC; Acacia Financial Group; The AFP Group; UCL Financial Group, LLC; United Professional Advisors, LLC; The Pension Center, LLC; and Wealth Advisors Group, LLC –insurance and financial services | Ameritas Investment Company, LLC (AIC), Member FINRA/SIPC –securities and investments | Ameritas Advisory Services (AAS) – investment advisory services. AIC andAAS are not affiliated with Wealth Solutions, LLC; The Acacia Financial Group; The AFP Group; UCL Financial Group, LLC; United Professional Advisors, LLC; The Pension Center, LLC; and Wealth Advisors Group, LLC. Products and services are limited to residents of states where the representative is registered. This is not an offer of securities in any jurisdiction, nor is it specifically directed to a resident of any jurisdiction. As with any security, request a prospectus from your representative. Read it carefully before you invest or send money. A representative will contact you to provide requested information. Representatives of AIC and AAS do not provide tax or legal advice. Please consult your tax advisor or attorney regarding your situation. Information posted to this site by 3rd parties or links to 3rd party sites are not created or endorsed by AIC, AAS or their representatives. Their information is believed to be from reliable sources; however, their content cannot be guaranteed.Wealth Solutions, LLC; The AFP Group; UCL Financial Group, LLC; United Professional Advisors, LLC; The Pension Center, LLC; and Wealth Advisors Group, LLC are not affiliated.
Retirement Benefits Rank
Below Market
MITCHELL FINANCIAL GROUP LLC
MITCHELL FINANCIAL GROUP LLC
Baton Rouge, Louisiana
1-24 employees
Manage and oversee all functions of insurance and financial services office. Assist owner and president in insurance review, issue and service. Accounts payable, purchasing and payroll
Retirement Benefits Rank
Below Market
ENSEMBLE ENTERPRISE PARTNERS, LL
ENSEMBLE ENTERPRISE PARTNERS, LL
Metairie, Louisiana
1-24 employees
The Ensemble Practice is a business consulting firm committed to helping independent financial advisors create multi-professional ensemble firms with strong organic growth and sustainable profitability. The firm is led by CEO Philip Palaveev, a highly regarded industry expert and author of the book “The Ensemble Practice.” The Ensemble Practice works with the top wealth management firms in the country through individual engagements or its innovative G2 Leadership Institute.
Retirement Benefits Rank
Market Laggard
VIATOR WEALTH MANAGEMENT GROUP, LLC
VIATOR WEALTH MANAGEMENT GROUP, LLC
Metairie, Louisiana
1-24 employees
With financial advisors serving our clients in all 50 states, Wells Fargo Advisors is headquartered in St. Louis. At the end of the day, we help our clients succeed financially. For us – our Financial Advisors and thousands of other team members – it's a commitment. It's about honoring our relationship with clients and being fully invested in their success. Investors’ needs are more complex now than at any time in history. There are the usual concerns that investors can plan for, but there are also those events when life happens. That’s why investors are increasingly looking for advice they can trust from a financial services firm which has experience and expertise, and an uncompromising dedication to its clients. Opinions and comments expressed by LinkedIn Members are those of the persons submitting them and do not necessarily represent our views. Additional guidelines can be found on wfa.com/social. Investment and Insurance Products are: * Not Insured by the FDIC or Any Federal Government Agency * Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate * Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested Wells Fargo recognizes and values the diversity of its employees, customers and business partners. EOE, M/F/D/V. Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC and Wells Fargo Advisors Financial Network, LLC, Members SIPC, separate registered broker-dealers and non-bank affiliates of Wells Fargo & Company. © 2021 Wells Fargo Clearing Services, LLC. All rights reserved. PM-05152025-6068127.1.2 Wells Fargo Investment Institute, Inc. (WFII) is a registered investment adviser and wholly-owned subsidiary of Wells Fargo Bank, N.A., a bank affiliate of Wells Fargo & Company.
Retirement Benefits Rank
Market Laggard