Best Financial Advisors in Shreveport

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
200+
Advisors
4.8/5.0
Average Rating

Shreveport Financial Landscape

Shreveport's economy is driven by healthcare, manufacturing, and gaming industries. The city serves as a regional hub for commerce and trade.

Major industries
Healthcare, Manufacturing, Gaming
Population
200.3K (metro: 400.0K)
Median household income
$47,000
Unique needs
Shreveport requires economic diversification and improved infrastructure to support growth.
Market Insights
Economic Growth
According to BEA (2023), Shreveport's economy has shown modest growth, driven by healthcare and gaming sectors.
Wealth Demographics
According to Census (2023), the median income in Shreveport is $47,000, reflecting economic challenges.
Advisor Specializations
Based on BLS (2023), financial advisors in Shreveport are increasingly focusing on retirement planning and investment strategies.
Local Considerations
Cost of Living
According to BLS (2024), Shreveport's cost of living is lower than the national average, making it attractive for new residents.
Real Estate Market
According to Zillow (2024), the real estate market in Shreveport is experiencing fluctuations, with concerns over housing affordability.
Business Environment
According to Fortune (2024), Shreveport's business climate is improving, with initiatives to attract new industries and investments.

Top 5 Financial Advisors in Shreveport

Evans Financial Group
★ ★ ★ ★ ★ 5
RoseStone Wealth Advisors - Ameriprise Financial Services, LLC
★ ★ ★ ★ ★ 5
Deupree James Wealth Management
★ ★ ★ ★ ★ 5
WFA - Plan. Invest. Inspire.
★ ★ ★ ★ ★ 5
Kevin Murphy - Private Wealth Advisor, Ameriprise Financial Services, LLC
★ ★ ★ ★ ★ 5
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How to Choose the Right Financial Advisor

When selecting a financial advisor in Shreveport, 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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Shreveport-Specific Expertise
For Shreveport residents working in Healthcare, Manufacturing, Gaming, 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
Shreveport's reliance on gaming and healthcare poses economic risks; housing market volatility and flooding threats require diversification and strategic planning.

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Find Financial Advisors in Nearby Cities

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