True Financial, LLC

At True Financial, we know money isn’t just about numbers—it’s about your life, your goals, and the future you want to build. Every financial decision shapes what comes next, and we’re here to help you navigate that journey with clarity and confidence.

As an independent, fee-only, fiduciary firm, we put your best interests first. With offices in Houma, New Orleans, and Baton Rouge—and the ability to meet virtually—we make expert financial advice accessible no matter where you are.

Think of us as your financial guide. No cookie-cutter plans here. We take the time to understand your unique situation, concerns, and aspirations, then create a strategy designed just for you.

Whether you’re planning for retirement, growing your wealth, funding education, or optimizing your tax strategy, we’re with you every step of the way. Our goal isn’t just to manage your portfolio—it’s to empower you to make informed financial choices so you can live with purpose, security, and peace of mind.

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

8550 United Plaza Blvd #702 Baton Rouge, LA 70809 Phone: (985) 208-3900

Primary Office

7833 W Main Street Houma, LA 70360 Phone: (985) 208-3900

Other Offices

8550 United Plaza Blvd #702 Baton Rouge, LA 70809 Phone: (985) 208-3900