Bienvenue Wealth is a fee-only Registered Investment Advisor (RIA) located in the heart of New Orleans, LA. I founded the firm to provide trusted, conflict-free financial guidance to my clients, serving as a consumer advocate to younger professionals—GenX investors in their 40s and 50s—who are committed to making better financial choices.
As a wealth advisor and Certified Financial Planner® (CFP®), I specialize in one thing: helping GenX investors like you leverage assets today to support your lifestyle tomorrow. A dedicated member of NAPFA, all of my services are offered on a fee-only basis. I receive no compensation from any third party—a fact that gives me the freedom to recommend solutions that are right for you…not someone else’s commission check.
Unlike many advisors who’ve learned financial planning from books alone, I’ve been living and breathing the world of finance my entire career. During my years working on the exchange floors in Chicago, I watched the investment process in action, saw how portfolios really work, and learned how to hedge by the minute—and the second. And I get that there’s more to financial planning than investments alone.
My services are comprehensive. My approach is straightforward. My fees are transparent.
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If you like what you see, let’s set up a time to chat and see how we can work together to help you gain clarity for life.
