The pursuit of a long term financial goals begins with an Advisor who can help understand your “why” and help you with the “how”. Armed with a deep understanding of your distinctive needs, Benedict Devillier Wealth Advisors can plan and implement strategies. Drawing from the products and services of a totally independent array of strategies and financial tools, we can get there and monitor and adjust as your needs change. Our team approach is what brings the strength of conviction to achieve your goals. Your goals are our goals, first and foremost. Benedict Devillier Wealth Advisors can help you meet your objectives today, tomorrow and for generations to come. We're ready to work for you. Our mission and passion is to guide high-net-worth families and business owners in all areas of financial excellence. This includes Tax-Efficient Wealth Accumulation Retirement Income Planning Estate and Gift planning, and Business Exit Strategies Benedict Devillier Wealth Advisors has offices in Baton Rouge, La. (headquartered) and Lafayette, La. Carl Benedict and Lynella Devillier are Registered Representatives offering securities through United Planners Financial Services Member FINRA and SIPC. Advisory Services offered through Benedict Wealth Management D/B/A Benedict Devillier Wealth Advisors. Benedict Wealth Management D/B/A Benedict Devillier Wealth Advisors and United Planners are not affiliated.
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More Business Info

At our firm, we have the client—and only the client—in mind.

Hours
Regular Hours
Mon - Fri:
Sat - SunClosed
New Year's Day
2023/01/01Closed
Thanksgiving Day
2023/11/23Closed
Christmas Day
2023/12/25Closed
Services/Products
INVESTMENTS * Bonds Common Stock Educational IRA Traditional IRA Roth IRA SEP IRA Simple IRA Brokerage Accounts Treasury Bills Government Securities Treasury Notes Variable Annuity FINANCIAL PLANNING Retirement Plans Tax Plans 401 (k) Planning 403 (b) Planning College Plans Estate Plans Money Purchasing Plans Profit Sharing Plans INSURANCE Disability Income Insurance Life Insurance Long Term Care Insurance TAX PLANNING Relocation Tax Issues State Tax Return Preparation Representation Before the IRS Tax Return Preparation Individual Tax Preparation and Planning Business Start Up, Counsel and Corporate Taxes Small Business Accounting Services IRS and State Tax Audits Income, Gift and Estate Tax Returns
Payment method
mastercard, amex, cash, debit, discover, visa
AKA

B D Wealth Advisors

Categories
Investment Advisory Service, Financial Planners, Financial Planning Consultants, Financial Services, Investment Management, Investments