About Delta Financial Advisors, L.l.c.
<p>From its base in the New Orleans metro area, Delta Financial Advisors, L.L.C. works with individuals and families on investment counseling and long-term financial planning. The firm is a registered investment advisor and acts as a fiduciary.</p> <p>Founded in 2002, Delta Financial Advisors has its headquarters in New Orleans and an additional office in Metairie, serving clients across southeast Louisiana. The firm runs a fee-based practice and emphasizes planning decisions tied to each client’s situation rather than commission-driven product sales.</p> <p>Delta Financial Advisors handles investment management along with tax, estate, retirement, and insurance planning. The firm also offers <a href="/retirement-plans">retirement plan providers</a> services as a 3(21) advisor, providing investment advice to plan fiduciaries while the sponsor keeps decision-making authority.</p> <ul> <li>Registered investment advisor (RIA) and fiduciary standard</li> <li>3(21) retirement plan investment advice</li> <li>Investment counseling and portfolio management</li> <li>Tax, estate, retirement, and insurance planning coordination</li> <li>$0.4B in assets under management (2026)</li> </ul>
Website: https://www.deltafinad.com/
Office Locations
- Metairie, LA
- New Orleans, LA (Headquarters)
Services Offered
- 3(21) Investment Advisor
Client Statistics (2026)
- Total Clients: 0
- Total AUM: $429.0M