Plan Wisely Wealth Advisors
We are a New Orleans based team of CERTIFIED FINANCIAL PLANNERs™ with one overriding goal:
To help our clients and their families make wise decisions with their money to achieve financial security and have confidence in their future.
We understand that how you manage your money impacts practically every aspect of your life.
RELATIONSHIPS ARE BUILT ON TRUST
As independent advisors, we get to play a role in your life’s most meaningful moments. You trust us to assess your needs, understand your concerns, and guide you through financial decisions big and small that are relevant to you.
We do not take your trust lightly and strive to earn it every day.
We Are NOT ALONE IN our COMMITMENT TO YOU
When you work with us, you get the personalized service and intimacy of a local, smaller firm but with all the strength, stability, and security provided by a larger firm. We are supported by a network of premier partners and we believe it is important that we introduce them to you.
Meet New Century Financial Group (NCFG)
New Century Financial Group is a Registered Investment Advisory Firm and one of our more important affiliations. As Investment Advisor Representatives of NCFG we are provided with back-office support, technology, regulatory and operational support.
NCFG is driven by a strong philosophy that independence is key to fulfilling sound investment decisions. Our affiliation with NCFG empowers us to put your interests first with objective, carefully considered strategies—with no obligation to promote any particular investment.
Meet Royal Alliance
Royal Alliance is a broker-dealer, part of Advisor Group, one of the largest networks of independent wealth management firms in the country.
Our CHOSEN PARTNERS
Through our affiliation with Royal Alliance and NCFG, we benefit from a vast range of resources and support:
- A multitude of investment solutions broadens the scope of our capabilities
- Portfolio management and trading tools allow us to meet your needs with better precision
- Innovative technology ensures timely and accurate execution
- Operational support gives us the freedom to focus on you
- Compliance experts help ensure we are following firm and regulatory requirements and policies
- Client communication services provide transparent and responsive information flow
Have you ever wondered what happens to your funds once you’ve decided to make an investment? Your brokerage account assets are not held at our firm, nor are they held at Royal Alliance. They are held at a clearing firm, a separate and independent entity. Royal Alliance works with Pershing LLC (Member, FINRA, NYSE, and SIPC), a subsidiary of The Bank of New York Mellon Corporation, the nation’s oldest continuously operating bank. Pershing is a leading provider of global financial services to institutions, corporations, and high-net-worth individuals
Pershing handles confirmation, delivery, and settlement of your financial transactions. Additionally, it prepares and sends you periodic account statements and transaction confirmations. It also employs technology and procedures designed to ensure that transactions are processed in a timely and efficient manner. Pershing is regulated by the SEC and FINRA, the regulatory bodies that also oversee broker-dealers.
ROYAL ALLIANCE AND NCFG:
The best of both worlds—that’s what our affiliation with Royal Alliance and NCFG offers us, and by extension, our clients. Though Royal Alliance is part of one of the nation’s largest networks of independent financial professionals, it retains its own corporate culture. The company has access to the resources and financial stability of a large firm while providing the personalized service usually found in much smaller firms
Both Royal Alliance and NCFG recognize the important role we play in the financial future of our clients and our community.