Equilibrium Financial Planning LLC

Welcome to Equilibrium Financial Planning LLC, your trusted partner for comprehensive financial planning with consistent communication. Your legacy deserves careful planning for preservation and growth, and we can help guide you towards generational fulfillment. We specialize in tailoring our services to meet the unique and varied needs and goals of high net worth individuals and those approaching retirement.

We are dedicated to providing you with expert guidance across all aspects of your financial journey. Our comprehensive suite of services includes:

  • Cash flow & budget analysis
  • Retirement planning
  • Customized, tax-aware investment management
  • Tax planning
  • Insurance and risk management
  • Estate planning
  • College planning, gifting, and more

Have you evaluated the health of your financial position? We invite you to explore the comprehensive and varied offerings of Equilibrium Financial Planning at our website: https://www.equilibriumfp.com/ or give us a call at 504-229-2494. To take the first step towards maximum enjoyment of the life you’ve created, you can also schedule a free complimentary financial assessment here: https://equilibriumfp.com/free-assessment

We are dedicated to providing personalized, holistic planning to increase your comfort and understanding in all areas of your financial life. As a fee-only fiduciary, we are bound to the highest duty of care by keeping your interests at the forefront, are never paid a commission, and have a legal obligation to provide unbiased and trustworthy financial advice. We prioritize integrity and transparency as we help you achieve your financial goals.

Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
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Advisors at this Office

Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
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This Office

Kenner, LA 70065-3936 Phone: (504) 229-2494

Primary Office

Kenner, LA 70065-3936 Phone: (504) 229-2494