Financial Planning & Investment Management for Central Louisiana and Beyond


What We Do

We offer human-centered, wholistic wealth-management for families and individuals. We have extensive expertise in helping families transition their wealth from one generation to the next. 

Who We Serve

We specialize in financial planning for families and buisness owners. Our ideal clients are goal-oriented, long-term investors who are serious about planning for their futures, and appreciate the value of good advice. 


We believe in living life on purpose. Too often we find that clients tend to bounce around life like a pinball...with no direction or purpose. We're changing that. Our passion is to inspire clients to live their lives on purpose, which necessitates aligning their wealth to their deeply held financial goals. 


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