Financial Partners of Louisiana was founded in 2001 when long time professionals from the investment and accounting industries joined forces to create an independent and locally owned financial services firm. We started this firm in uncertain times and helped our clients weather the storm. As small business owners, we can relate to the challenges our clients face during hard times. We help you stay level headed during these experiences.
Most of our advisors have distinguished certifications like the Accredited Investment Fiduciary®, Certified Financial Planner®, Certified Retirement Counselor®, and Certified Public Accountant, which hold us to higher standards. We are fiduciaries, meaning that we are required to place your interests above our own.
Our transparency, encompassing services and credentialed advisors have led us to grow our business based on the referrals of satisfied customers. We don’t need to aggressively market ourselves via cold calling, seminars and other intrusive ways. Instead, we use this time to keep ourselves updated on current financial planning topics and provide white glove service to our clients.
When we aren’t serving our clients, you can find our teammates serving the local Lafayette community by volunteering through many organizations like the Rotary Club, Big Brothers/Big Sisters, Maddie’s Footprints and the Hospice of Acadiana.