About Kropog Financial Group, LLC
<p>Built on a family advisory history that dates to 1979, Kropog Financial Group, LLC opened in 2022 as an independent, SEC-registered investment adviser. The firm is headquartered in Mandeville on the north shore of Lake Pontchartrain, with an additional office in New Orleans, serving clients across Louisiana and nearby states.</p> <p>Kropog Financial Group focuses on financial planning and investment management, helping clients organize their finances, make clear decisions, and put an investment plan in place. As a fiduciary RIA, the firm provides advice without proprietary products or sales quotas.</p> <p>The team includes owner Ryan Kropog, CFP®, RICP®, along with Courtney Valentine, MBA, CFP®, APMA®, and Chris Rodriguez, MBA. Their work includes portfolio analysis, portfolio development, and day-to-day client service.</p> <p>For employers, the firm offers 3(21) fiduciary support and guidance on workplace retirement plans, including 401(k) recommendations and small business retirement plans. A practical differentiator is the combination of retirement plan help and personal financial planning under one advisory firm.</p> <ul> <li>SEC-registered RIA and fiduciary investment advice</li> <li>3(21) fiduciary services for plan sponsors (<a href="/plan-advisors">plan advisors</a>)</li> <li>401(k) recommendations and small business retirement plans (<a href="/retirement-plans">retirement plan providers</a>)</li> <li>Financial planning and investment management for individuals and families</li> <li>Offices in Mandeville and New Orleans; works across LA, FL, MS, TN, and TX</li> </ul>
Website: https://www.kropogfinancial.com/
Founded: 2022
Office Locations
- Mandeville, LA (Headquarters)
Services Offered
- 3(21) Investment Advisor
Client Statistics (2026)
- Total Clients: 0
- Total AUM: $12.0M
Team Members
- Courtney Valentine, Financial Advisor, MBA, CFP®, APMA®
- Chris Rodriguez, Financial Advisor, MBA
- Ryan Kropog, Owner/Financial Advisor, CFP®, RICP®