Expert Financial Guidance Tailored to You.
At True Financial, we understand that financial decisions are more than just numbers—they’re about your life, your dreams, your family, and your future. Every choice you make today sets the course for tomorrow. That’s where we come in.
We are an independent fee-only fiduciary financial advisory firm. With convenient offices in Houma, Metairie, and Baton Rouge, we serve clients across the U.S. and offer virtual meetings to ensure that wherever you are, you have access to expert financial advice.
Think of us as your personal financial guide. We don’t believe in one-size-fits-all solutions. Instead, we take the time to listen—to understand your goals, concerns, and the challenges that keep you up at night. Together, we’ll craft a plan tailored to your life, not someone else’s definition of success.
Whether you’re planning for retirement, growing your wealth, funding education, or tackling taxes, our role is to guide you through every twist and turn with confidence. We don’t just manage portfolios—we empower you to make better financial decisions that align with your values, helping you achieve not just financial security but the purpose and fulfillment you’ve always envisioned for your life.
Our Key Investment Principles:
Diversification:
Reducing volatility and enhancing portfolio resilience through broad asset allocation.
Long-Term Focus:
Avoiding speculation and market timing; instead, we emphasize steady, disciplined growth.
Tax Efficiency:
Reducing volatility and enhancing portfolio resilience through broad asset allocation.
Investment Philosophy
Our investment philosophy is grounded in sound principles and a commitment to helping our clients achieve their long-term financial goals. We prioritize high-quality, low-cost exchange-traded funds (ETFs) and mutual funds that provide broad market exposure while minimizing fees. Our approach is informed by the pioneering work of finance scholars Eugene Fama and Kenneth French, whose research on asset pricing and market efficiency has shaped our understanding of investment strategies.
By leveraging modern portfolio theory and the efficient market hypothesis, we create diversified investment strategies designed to optimize returns while managing risk. We utilize some strategies developed by Dimensional Fund Advisors, which emphasize systematic investing based on Fama and French's research, to help us construct portfolios that are efficient and resilient. For a deeply educational and entertaining dive, watch this video here: TUNE OUT THE NOISE
Our Mission
Our mission is to simplify the complexities of wealth management while empowering and enriching the lives of our clients and their families with financial guidance built on trust, integrity, and unwavering fiduciary responsibility. We transform intricate financial challenges into clear, actionable strategies tailored to your values and life goals. Through personalized, best-interest advice and holistic planning, we help you achieve success, purpose, and fulfillment at every stage of life—ensuring your financial path is not only secure but deeply meaningful.
Our Vision
At True Financial, our vision is to empower individuals and families from all walks of life to navigate their financial journeys with confidence and purpose. We strive to be a trusted partner, making wealth management accessible and straightforward while aligning financial strategies with personal values. Through our commitment to integrity and fiduciary excellence, we envision a future where financial success leads to greater fulfillment, security, and meaningful legacies for everyone.
What Sets Us Apart
At True Financial, we distinguish ourselves from other financial advisors through a combination of our fee-only structure, fiduciary commitment, and unique expertise.
At True Financial, we operate with a fee-only structure, meaning our compensation comes directly from our clients rather than from commissions or third-party incentives. This ensures that our advice is always in your best interest, free from the potential conflicts of interest that commission-based compensation can introduce.
As fiduciaries, we are legally and ethically bound to put your financial interests ahead of our own. This level of accountability means you can trust that our advice is designed to help you meet your financial goals, with complete transparency and integrity.
Our advisors hold the prestigious CERTIFIED FINANCIAL PLANNER™ (CFP®) certification, reflecting their extensive education, experience, and commitment to ongoing professional development. This certification guarantees a high standard of financial planning, from retirement to estate planning.
We believe that transparency is key to building strong client relationships. At True Financial, we clearly outline all costs, risks, and benefits of your financial decisions, ensuring there are no hidden fees or surprises.
We help you define and focus on your financial "why"—the personal motivations and goals that drive your financial decisions. By aligning our strategy with what matters most to you, we create customized plans designed to meet your specific objectives.
Trust is the foundation of our client relationships. By adhering to our fiduciary duty, maintaining transparency, and providing personalized advice, we build lasting relationships based on mutual respect and trust.
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Reach out to us.
Ready to take the first step? Reach out today for a complimentary introductory phone call. We look forward to understanding your needs and discussing how we can empower you to achieve your ideal financial future. Let’s embark on this journey together!
Send us a message
Locations: Houma, Metairie and Baton Rouge