We work great with people who want clarity, strategy, and accountability in their financial lives. Many of our clients are pre-retirees and retirees preparing for a confident retirement, business owners balancing personal and business finances, and mid-career professionals planning for the future. We also partner with employers to design and manage 401(k) retirement plans that support both business goals and employees’ financial wellness. As a fiduciary, fee-only financial advisor serving clients throughout Louisiana and the U.S., we provide planning and investment management to help align your money with your goals.

We provide comprehensive financial planning and investment management designed to bring clarity, strategy, and accountability to your finances. Our work covers retirement planning, tax strategies, estate planning, insurance review, budgeting, business owner planning, charitable giving, and 401(k) plan services. As a fiduciary, fee-only advisor in Louisiana, we integrate every part of your financial life into one clear plan. Explore our services here.

We provide both. At Hassell Wealth Management, we combine comprehensive financial planning with ongoing investment management so that every part of your financial life works together. Read more about our integrated approach.

We are a fiduciary financial advisor, which means we are legally and ethically required to put your interests first. As a fee-only firm, we do not earn commissions on products or recommendations. Instead, our guidance is objective and transparent, focused solely on helping you reach your long-term goals.

We are a fee-only financial advisor, which means you pay us directly and we don’t earn commissions. Our compensation is based on the assets that we manage for you and includes comprehensive financial planning services and ongoing investment management services. This transparent structure helps keep our advice objective and aligned with your best interests.

We build low-cost, globally diversified portfolios designed to support your long-term goals. Your portfolio is regularly rebalanced and adjusted as your life changes to help it stay aligned with your plan. We also act as your coach during market ups and downs—helping you stay disciplined, avoid short-sighted decisions, and remain focused on the long term.

No. We don’t require a minimum asset level to become a client. Our fees are based on the scope and complexity of your financial situation, not the size of your portfolio. Whether you’re building wealth, preparing for retirement, or running a business, you can access fiduciary, fee-only financial advice tailored to your goals. Please read our Form ADV to learn more about our fees and compensation.

Not typically. Our focus is on building long-term relationships with clients and adapting to the changes that occur in your financial life so that we can help you meet your goals. Given that we believe financial planning to be a dynamic process and not a one-time event, our client engagements begin with the intention of them being ongoing. If you do not have assets for us to manage when beginning our relationship together, then we have alternative methods of charging for services to meet your needs.

Both. We meet with clients in person at our offices in Houma, Baton Rouge, and Metairie—or virtually by phone or video. Many clients appreciate the convenience of online meetings, while others prefer sitting down face-to-face. Either way, we provide the flexibility and accountability you need to move forward with confidence.

Yes. We offer a complimentary discovery call to learn about your goals and see if our services are the right match. During this call, we’ll discuss your financial situation, the challenges or transitions you’re navigating, and whether we’re the right partner for you. Schedule your call here.

We are headquartered in Houma with additional offices in Baton Rouge and Metairie. Since 2006, we’ve proudly served individuals, families, and business owners in the Gulf Coast and across Louisiana. We also work with clients virtually throughout the U.S., offering the same fiduciary, fee-only guidance wherever you live.

We help business owners organize both personal and professional finances to prepare for a confident future. Whether you’re planning to sell your business, protect against risks, or minimize taxes, we build strategies to help align your business and personal wealth. Learn more about our services for business owners.

We help retirees build a retirement plan that supports their lifestyle and dreams. From cash-flow strategies and Social Security optimization to healthcare and tax-efficient withdrawals, we create a comprehensive plan to help you live your retirement on your terms. Learn more about our planning for retirees.

We help mid-career professionals enjoy today while preparing for tomorrow. Whether you’re balancing debt, saving for your kids, or investing for retirement, we help bring clarity by integrating cash flow, taxes, investments, and risk management into one strategy. Learn more about our mid-career services.

Yes. We offer a complete 401(k) plan solution—from design to participant education—for businesses across Louisiana and the Gulf Coast. As a fiduciary advisor, we assist with plan design, provider selection, monitoring, and benchmarking, while also guiding employees on saving and investing wisely. Learn more about our 401(k) services.