When you select an investment advisor, you want integrity, honesty and performance. Most of all, you want someone who understands your unique needs - a team dedicated to personal service that takes the time to get to know you and your specific financial goals. At Delta Financial Advisors, we are wealth managers.
As an investment counseling firm registered with the Securities and Exchange Commission, we are on your side providing financial and investment advice that meets your needs. We are not brokers and receive no commissions for our services, which eliminates any bias in making recommendations. Our interests are aligned with our clients' as our fees are based on the assets that we manage.
As an investment counseling firm registered with the Securities and Exchange Commission, we are on your side providing financial and investment advice that meets your needs. We are not brokers and receive no commissions for our services, which eliminates any bias in making recommendations. Our interests are aligned with our clients' as our fees are based on the assets that we manage.
Services
Delta Financial Advisors was founded in 2002. We are an independent advisory firm based in New Orleans that is owned and managed by Gerard A. Plauch and Ainsley D. Bishop. Delta Financial Advisors is an investment counseling firm registered with the Securities and Exchange Commission under the Investment Advisers Act of 1940.
Delta Financial Advisors is an investment counseling firm registered with the Securities and Exchange Commission under the Investment Advisers Act of 1940. We are not securities brokers. We do not receive any commission on sales of stocks, bonds, insurance or any other goods or services. As registered investment advisors, we have a fiduciary responsibility to our clients which means we have a duty to serve our clients' best interests.
We help our clients with their financial assets through active investment management. Once an investment strategy is agreed upon, we pursue the necessary tactics to achieve the overall financial objectives. Our goal is to make our clients' financial lives easier. We aim to accomplish this objective by helping to both minimize financial risks and prudently invest our clients' investments.
At Delta Financial Advisors, we are wealth managers. As an investment counseling firm registered with the Securities and Exchange Commission, we are on your side providing financial and investment advice that meets your needs. Contact us below. We help our clients with their financial assets through active investment management.
As wealth managers, we have an integrated four-step investment process designed to address each client's unique needs. As wealth managers, we have an integrated a four-step investment process designed to address each client's unique needs. Our first step is to make sure that we understand our client.
Reviews
Be the first to review Delta Financial Advisors.
Write a Review