# Delta Financial Advisors, L.l.c.
Source: https://planprovider.pro/provider/delta-financial-advisors-llc

> 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 fina…

Retirement Plan Advisor

New Orleans, LA

## 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/](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

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