Broker Check


Brian P. Broussard, CFP®, MBA believes a comprehensive financial planning approach adds a broader perspective to the way he collaborates with clients, and increases the benefits they receive.

Brian helps people to understand and address:

Investing principles and strategies
Tax minimization strategies and opportunities
Retirement investing and distribution strategies
Estate conservation issues
Risk management analysis

Brian also answers some of your most important questions, including:

Can I retire early?
Will I be subject to estate taxes?
Are my investments working hard enough?
What’s a good approach for college savings?
What are the elements of a sound estate strategy?
Do I have enough life insurance for my family?
What long-term care issues should I consider for myself or my parents?

Brian's experience, professional acheivements, and ongoing training have helped many people just like you with similar issues and concerns. Brian can help you create an approach that is designed to address your individual situation, and help you prepare to meet life's challenges head on.


Brian P. Broussard, CFP®, MBA

Wealth Advisor & LPL Registered Principal

(504) 835-9116

(504) 219-1440

Our comprehensive financial planning process can help prepare you to meet life's challenges head on.
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Ruth E. Fletcher

Administrative Assistant

(504) 835-9116

(504) 219-1440

Ruth joined the firm in 2015, and is a detail oriented team player with a wonderfully positive attitude. Prior to joining the firm, Ruth enjoyed her work as a dedicated and reliable administrative assistant for a real estate office in...
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