Delta Financial Advisors LLC

Delta Financial Advisors LLC is a financial planner in New Orleans, LA. Founded in 2002 as an independent investment counseling firm, the company is owned and managed by Gerard A. Plauché and Ainsley D. Bishop. The firm is registered with the Securities and Exchange Commission under the Investment Advisers Act of 1940 and operates as a registered investment advisor with a fiduciary responsibility to its clients. Delta Financial Advisors is not a securities broker and does not receive commissions on the sale of stocks, bonds, insurance, or any other goods or services, with fees based solely on the assets it manages. Its only service is investment and financial advice, and it holds a rating of 5.00 based on customer reviews.

The firm helps clients assess and manage the primary areas of their finances, including investment, tax, estate, retirement, and insurance, addressing risk through a financial planning process that identifies areas of exposure and works to minimize the likelihood of negative outcomes. Once an investment strategy is agreed upon, the firm pursues the necessary tactics through active investment management, creating a unique portfolio of securities crafted to meet each client's goals while actively managing risk. Accounts are managed on a discretionary basis, and clients are encouraged to engage the firm with any financial questions or concerns. Gerard A. Plauché, a CFA and Managing Partner, has served as a portfolio manager and member of the Investment Committee since founding the firm in 2002. He also acts as chief compliance officer and previously spent 11 years as a senior vice president and manager of the trust department of a major regional bank, advising clients on investment, retirement, and estate planning. Prior to founding Delta Financial Advisors, he was a partner with Fenner, Plauché and Williams Investment Management Company.

Delta Financial Advisors LLC is located at 701 Poydras St Ste 350 in New Orleans, LA.

Serving New Orleans since 2002, Delta Financial Advisors brings more than two decades of independent, fee-based investment counsel to clients across the area.

Services:

• Asset Management
• Customized Financial Planning
• Investment Counseling
• Wealth Management