3500 N. Causeway Blvd, Suite 118 A
Metairie, LA 70002
By appointment only, no mail accepted.
Metairie, Louisiana
Financial Advisor Services in Metairie, LA
At Burns Estate Planning & Wealth Advisors, we support individuals and families in Metairie with clear, thoughtful financial planning built around long-term confidence. Our team provides retirement planning, wealth management, and estate strategies designed to help you protect assets, plan for income, and create a lasting legacy. With decades of experience, we focus on practical guidance and personalized solutions that reflect your goals and evolving needs.
Metairie’s central location within the Greater New Orleans area makes it home to a diverse mix of professionals, business owners, and multigenerational families. Whether you are preparing for retirement, managing accumulated wealth, or planning for future generations, we understand the financial considerations that come with life and work in this community. Our financial advisors take a relationship-driven approach, helping you navigate important decisions with clarity and confidence.
We work closely with you to align investments, retirement income planning, tax considerations, and estate planning into one coordinated strategy. As your life and priorities change, we provide ongoing guidance and regular reviews to keep your plan on track. Clients throughout Metairie trust Burns Estate Planning & Wealth Advisors for steady insight, responsive service, and a help is outlining a clear financial plan for the future.
Financial Advisors Serving Metairie
FINANCIAL ADVISOR|PORTFOLIO MANAGER
CHIEF EXECUTIVE OFFICER
FINANCIAL ADVISOR
PARTNER | WEALTH MANAGEMENT ADVISOR
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Frequently Asked Questions About Financial Advisors in Metairie, LA
What does a financial advisor in Metairie, LA do?
A financial advisor in Metairie 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 Metairie, LA?
People at many stages of life can benefit from working with a financial advisor in Metairie, 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 Metairie, LA?
Burns Estate Planning & Wealth Advisors provides comprehensive financial planning and wealth management services in Metairie, including retirement planning, investment management, tax-aware planning strategies, and estate planning coordination.
How do I choose a financial advisor in Metairie, LA?
When choosing a financial advisor in Metairie, 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 Metairie, LA?
Burns Estate Planning & Wealth Advisors has an office in Metairie, LA serving clients throughout the surrounding area and region. Our advisors work with clients locally while offering the resources of a national advisory firm.
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