Hibernia Wealth Partners, LLC

Retirement Plan Advisor

Baton Rouge, LA

About Hibernia Wealth Partners, LLC

<p>From its Baton Rouge headquarters, Hibernia Wealth Partners works with clients across the Gulf Coast and has additional offices in the Dallas–Fort Worth metro, plus Lafayette in Acadiana.</p> <p>The firm is a registered investment advisor and a <a href="/plan-advisors">plan advisor</a> that handles retirement planning, long-term planning, and investment management for individuals, families, and business owners. Hibernia Wealth Partners also provides 3(21) fiduciary services for employer-sponsored retirement plans.</p> <p>Planning work includes retirement income planning, Social Security timing, estate planning strategies, and insurance planning, along with ongoing investment and asset management. For closely held companies, the team helps with succession and exit planning so owners can tie business decisions back to personal retirement goals.</p> <p>As of 2026, the firm reports $0.3B in assets under management. Securities are offered through LPL Financial, while investment advice is offered through Hibernia Wealth Partners LLC. A differentiator is the firm’s mix of individual wealth planning and small business owner planning, including retirement plan fiduciary support under 3(21).</p> <ul> <li>Registered investment advisor (RIA) with offices in Baton Rouge (HQ), Lafayette, and Dallas</li> <li>3(21) fiduciary services for workplace retirement plans</li> <li>Retirement income and Social Security planning</li> <li>Investment and asset management</li> <li>Succession and exit planning for small business owners</li> </ul>

Website: https://www.hiberniawealth.com/p/our-firm

Office Locations

  • Baton Rouge, LA (Headquarters)
  • Dallas, TX
  • Lafayette, LA

Services Offered

  • 3(21) Investment Advisor

Client Statistics (2026)

  • Total Clients: 0
  • Total AUM: $346.6M

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