Equilibrium Financial Planning LLC
Equilibrium Financial Planning LLC is a fee-only fiduciary Registered Investment Advisor (RIA) aimed at helping individuals align their spending with their values and make smarter decisions with their money.
Our firm specializes in ongoing planning with high net worth heirs through collaboration with other professionals, including participating alongside clients in their CPA and attorney meetings. We offer a high level of service and frequently meet with clients in their homes provided they are located in the New Orleans metropolitan area.
We take our duty as a fiduciary very seriously and will not accept clients if the relationship does not make sense for both parties.
Advisors at this Office