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    • Meet Our Team
    • Our Sister Company
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    • Investment Management
    • Financial Planning
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    • Financial Calculators
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Planning for Wealth, LLC

Planning for Wealth, LLC

Fee Only Wealth Management firm in Louisiana

  • Who We Are
    • Meet Our Team
    • Our Sister Company
  • What We Do
    • Investment Management
    • Financial Planning
  • Educational Resources
    • Financial Topics
    • Financial Calculators
    • Helpful Links
  • Get in Touch
  • Client Center
    • Schwab Login
    • Financial Dashboard Login

Your Friends in Wealth Management
for Over 20 Years

Providing Comprehensive Wealth Management with Dedication, Trust, and Personal Service

Finding Financial Peace of Mind

Finding the right person to help you navigate your financial future can be challenging, whether you need personal investment guidance or a complete plan for your business. You know you need a professional with experience, but the process of handing over your financial statements can be intimidating. And it doesn’t matter how inexpensive or convenient a service is—if there’s no trust in the relationship, you won’t have peace about your financial future. 

At Planning for Wealth, we view every client relationship like a close partnership and friendship. If it’s not something we’d recommend to our own friends and family, we won’t recommend it to you. We take our service to you personally, and when our clients are happy, we’re happy. Our clients know they can count on us for anything, and we’re committed to going above and beyond to bring you peace of mind for your financial planning needs. We want to be the first people you call when you have a question about your finances, no matter how small or how complicated—and we promise to answer when you do. 

We’re more than just an investment manager—we’re committed to thinking creatively to help you create a plan that supports your entire vision for the future. We’re dedicated to learning, and we have over twenty years of experience honing our craft. We’ll be your personal guide on your financial journey, and you’ll never hear us say, “We can’t help you with that.” For clients who need additional tax and accounting support, we’ll refer you to our sister company, Hulsey, Harwood & Sheridan. It takes a lot of time and commitment to provide a complete and holistic service for our clients, but we know it’s’ truly in your best interest—and to us, that makes it worth it.

Proudly Serving

  • Individuals & Families
  • Business Owners & Executives
  • Pre-Retirees & Retirees

Meet Our Team

Our Sister Company

Get in Touch

1900 Roselawn Avenue
Monroe, LA 71201

383 Highlandia Drive
Baton Rouge, LA 70810

Monroe: 318-340-0324
Baton Rouge: 225-938-0608
info@pfwllc.com

Schedule a Meeting

Who We Are

  • Meet Our Team
  • Our Sister Company

What We Do

  • Financial Planning
  • Investment Management

Educational Resources

  • Financial Calculators
  • Helpful Links

© 2023 Planning for Wealth
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