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Lafayette, Louisiana Area

We proudly serve clients throughout Lafayette and the surrounding Acadiana region, including Broussard, Youngsville, Scott, Carencro, Breaux Bridge, and nearby communities.

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Lafayette office

2000 Kaliste Saloom Road, Suite 203
Lafayette, LA 70508
Phone: 866-498-8898

Comprehensive support for your full
financial picture

We offer coordinated services designed to help Lafayette-area clients connect retirement, tax, investment, estate, business, and workplace planning decisions through one relationship, with local guidance supported by our broader planning network.

Wealth Management

Wealth Management

Tax Services

Tax Services

Retirement Planning

Retirement Planning

Estate Planning

Estate Planning

Investment Management

Investment Management

Business Services

Business Services

Lafayette

Financial advisors serving the Lafayette area

Whether you’re in Lafayette, a neighboring Acadiana community, or a more rural part of South Louisiana, our financial team takes time to understand the goals and priorities shaping your wealth. We bring the different pieces of your planning picture together into a coordinated strategy designed to support what matters today and what you’re building toward over time. Meet with us at our Lafayette office, virtually via Zoom, or through another convenient arrangement.

Blake C. Adams
Blake C. Adams

Wealth Advisor
Jed M. Inzerella, CFP®, RFC®
Jed M. Inzerella, CFP®, RFC®

Senior Wealth Advisor
Mike Domingue, CFP®
Mike Domingue, CFP®

Senior Wealth Advisor
Sean Mahoney, CFP®
Sean Mahoney, CFP®

Senior Wealth Advisor
Terrance Keenan
Terrance Keenan

Wealth Advisor
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