Best Financial Advisors in Lafayette

Find top-rated local financial advisors who can help you achieve your financial goals with personalized strategies and expert guidance.

Find an Advisor Estimated Advisor Fees
120+
Advisors
4.9/5.0
Average Rating

Lafayette Financial Landscape

Lafayette's economy is driven by healthcare, education, and energy sectors, contributing to its robust growth. The city serves as a regional hub for commerce and culture in Acadiana.

Major industries
Healthcare, Education, Energy
Population
124K (metro: 124K)
Median household income
$55,000
Unique needs
Lafayette requires tailored financial strategies to address its unique economic landscape and cultural dynamics.
Market Insights
Economic Growth
According to BEA (2023), Lafayette's GDP growth has been steady, driven by healthcare and energy sectors.
Wealth Demographics
According to Census (2023), the median income in Lafayette is approximately $55,000, reflecting local economic conditions.
Advisor Specializations
Based on BLS (2023), financial advisors in Lafayette are increasingly specializing in retirement and estate planning.
Local Considerations
Cost of Living
According to BLS (2024), Lafayette's cost of living is lower than the national average, making it an attractive place for families.
Real Estate Market
According to Zillow (2024), Lafayette's real estate market shows signs of growth, with rising home prices and demand.
Business Environment
According to Fortune (2024), Lafayette's business climate is favorable, with incentives for startups and established businesses alike.

Top 5 Financial Advisors in Lafayette

Wealth Advisors: Nolan Venable
★ ★ ★ ★ ★ 5
Eleser Financial
★ ★ ★ ★ ★ 5
Edward Jones - Financial Advisor: Donald M Paul, CFP®|CEPA®|AAMS®
★ ★ ★ ★ ★ 5
Broussard, LeBlanc & Associates - Ameriprise Financial Services, LLC
★ ★ ★ ★ ★ 5
Summit Financial Wealth Advisors
★ ★ ★ ★ ★ 5
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How to Choose the Right Financial Advisor

When selecting a financial advisor in Lafayette, consider these essential factors

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Fiduciary Standard
Prioritize advisors who commit to acting as fiduciaries 100% of the time, legally obligating them to put your interests first.
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Lafayette-Specific Expertise
For Lafayette residents working in Healthcare, Education, Energy, consider advisors with specific experience in your industry's unique compensation and benefit structures.
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Fee Structure Transparency
Understand how your advisor is compensated—whether through fees, commissions, or a combination—and how this might influence their recommendations.
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Credentials
Seek advisors with recognized credentials such as CFP®, CFA, or ChFC designations, indicating advanced training and ethical standards.
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Communication Style
Choose an advisor whose communication approach matches your preferences regarding frequency, detail, and method of interaction.
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Risk Management Focus
Lafayette's energy sector poses concentration risks; housing market volatility may lead to bubbles. Prepare for hurricanes and flooding while diversifying investments.

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Find Financial Advisors in Nearby Cities

Explore financial advisor options in these nearby Louisiana locations

New Orleans Baton Rouge Shreveport Lafayette Lake Charles Kenner Bossier City Monroe