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      Details

      At our firm, we have the client—and only the client—in mind.

      General Info

      The pursuit of a long term financial goals begins with an Advisor who can help understand your “why” and help you with the “how”. Armed with a deep understanding of your distinctive needs, Benedict Devillier Wealth Advisors can plan and implement strategies. Drawing from the products and services of a totally independent array of strategies and financial tools, we can get there and monitor and adjust as your needs change. Our team approach is what brings the strength of conviction to achieve your goals. Your goals are our goals, first and foremost. Benedict Devillier Wealth Advisors can help you meet your objectives today, tomorrow and for generations to come. We're ready to work for you. Our mission and passion is to guide high-net-worth families and business owners in all areas of financial excellence. This includes Tax-Efficient Wealth Accumulation Retirement Income Planning Estate and Gift planning, and Business Exit Strategies Benedict Devillier Wealth Advisors has offices in Baton Rouge, La. (headquartered) and Lafayette, La. Carl Benedict and Lynella Devillier are Registered Representatives offering securities through United Planners Financial Services Member FINRA and SIPC. Advisory Services offered through Benedict Wealth Management D/B/A Benedict Devillier Wealth Advisors. Benedict Wealth Management D/B/A Benedict Devillier Wealth Advisors and United Planners are not affiliated.

      HoursCLOSED NOW
      New Year's Day:
      2023/01/01Closed
      Thanksgiving Day:
      2023/11/23Closed
      Christmas Day:
      2023/12/25Closed
      Regular Hours:
      Mon - Fri
      Sat - SunClosed

      Contact Info

      Phone:

      Main - 225-766-9506

      Address:
      17461 Jefferson Hwy Baton Rouge, LA 70817
      Email:

      Link:

      http://www.bdwealthadvisor.com

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      Categories
      Investment Advisory Service, Financial Planners, Financial Planning Consultants, Financial Services, Investment Management, Investments
      Services / Products
      INVESTMENTS * Bonds Common Stock Educational IRA Traditional IRA Roth IRA SEP IRA Simple IRA Brokerage Accounts Treasury Bills Government Securities Treasury Notes Variable Annuity FINANCIAL PLANNING Retirement Plans Tax Plans 401 (k) Planning 403 (b) Planning College Plans Estate Plans Money Purchasing Plans Profit Sharing Plans INSURANCE Disability Income Insurance Life Insurance Long Term Care Insurance TAX PLANNING Relocation Tax Issues State Tax Return Preparation Representation Before the IRS Tax Return Preparation Individual Tax Preparation and Planning Business Start Up, Counsel and Corporate Taxes Small Business Accounting Services IRS and State Tax Audits Income, Gift and Estate Tax Returns
      Payment Options
      mastercard, amex, cash, debit, discover, visa
      AKA

      B D Wealth Advisors

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