Financial Advisor Services in Baton Rouge, LA

At Burns Estate Planning & Wealth Advisors, we work with individuals and families in Baton Rouge to bring structure, confidence, and long-term clarity to their financial lives. Our financial advisors specialize in retirement planning, wealth management, and estate strategies that help protect assets while supporting meaningful goals. With decades of experience guiding clients through changing markets and life transitions, we focus on practical planning built around your priorities, not generic solutions.

Baton Rouge is a city shaped by strong family roots, thriving professional communities, and a diverse local economy that includes energy, healthcare, and higher education. Whether you are planning for retirement after a long career, managing generational wealth, or navigating complex estate considerations, we understand the financial decisions common to this region. Our approach is personal and collaborative, taking time to align your plan with both your current lifestyle and your long-term vision.

We help coordinate investments, income strategies, tax considerations, and estate planning so each part of your financial picture works together efficiently. Our relationship does not end once a plan is created. We provide ongoing guidance and adjustments as your life evolves. For clients throughout the Baton Rouge area, Burns Estate Planning & Wealth Advisors offers trusted advice, steady leadership, and help provide a clear path toward lasting financial confidence.

Financial Advisors Serving Baton Rouge

CHRISTIAN P. CLAUSEN, CFP®

FINANCIAL ADVISOR|PORTFOLIO MANAGER

ERNIE BURNS, MCEP®

CHIEF EXECUTIVE OFFICER

GERROD GALLIANO, MBA

FINANCIAL ADVISOR

J. SCOTT GWATNEY, ChFC®, CPFA®

PARTNER | WEALTH MANAGEMENT ADVISOR

Tim Dahlberg, MBA

FINANCIAL ADVISOR

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Frequently Asked Questions About Financial Advisors in Baton Rouge, LA

What does a financial advisor in Baton Rouge, LA do?
A financial advisor in Baton Rouge helps individuals, families, and business owners plan for their financial future. This typically includes financial planning, investment management, retirement planning, and guidance on long-term financial decisions based on personal goals and circumstances.

Is Burns Estate Planning & Wealth Advisors a fiduciary?
Yes. Burns Estate Planning & Wealth Advisors is a registered investment advisory firm and operates as a fiduciary. This means our financial advisors are legally required to act in the best interests of their clients at all times.

Who should work with a financial advisor in Baton Rouge, LA?
People at many stages of life can benefit from working with a financial advisor in Baton Rouge, including individuals planning for retirement, families managing long-term financial goals, business owners, and those seeking professional guidance for complex financial decisions.

What services does Burns Estate Planning & Wealth Advisors offer in Baton Rouge, LA?
Burns Estate Planning & Wealth Advisors provides comprehensive financial planning and wealth management services in Baton Rouge, including retirement planning, investment management, tax-aware planning strategies, and estate planning coordination.

How do I choose a financial advisor in Baton Rouge, LA?
When choosing a financial advisor in Baton Rouge, it’s important to look for fiduciary responsibility, transparent fee structures, relevant experience, and a planning approach that aligns with your goals. Working with an advisor who understands the local community and regional considerations can also be valuable.

Where is Burns Estate Planning & Wealth Advisors located in Baton Rouge, LA?
Burns Estate Planning & Wealth Advisors has an office in Baton Rouge, LA serving clients throughout the surrounding area and region. Our advisors work with clients locally while offering the resources of a national advisory firm.