True Financial, LLC

At True Financial, we provide fee-only fiduciary financial planning and investment management for physicians, dentists, professionals, business owners, entrepreneurs, retirees, pre-retirees, and families who want a more personal advisory relationship.

True Financial is an independent advisory firm based in Louisiana, with offices in Houma, Baton Rouge, and New Orleans. We also meet virtually with clients who value comprehensive planning regardless of location.

Clients work directly with Gary Birdsall Jr., CFP®, a fiduciary advisor and licensed attorney, to organize the moving pieces of their financial life and make decisions with clarity and confidence.

Our work goes well beyond portfolio management. We help with retirement planning, investment strategy, tax planning, cash flow, business decisions, education funding, estate planning coordination, insurance review, charitable planning, and major life transitions.

Many clients come to us with complexity in both their personal and professional lives. They may be building a medical practice, growing or selling a business, preparing for retirement, navigating inherited wealth, or trying to bring more purpose and structure to their financial life.

We do not sell products, earn commissions, or use cookie-cutter plans. We intentionally work with a limited number of relationships so the advice can remain personal, thorough, and connected to each client’s goals, values, family, and future priorities. Every dollar should have a job connected to what matters most.

Clients have direct access to Gary throughout the year and are encouraged to reach out whenever financial questions arise. Planning is an ongoing relationship, not a single annual review.

Our role is to serve as a trusted planning partner, helping clients think clearly, make better decisions, define what “enough” means, and use their financial resources with purpose and stewardship.