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Welcome
You deserve the best when planning for your future. At Fortier Financial, a full service independent wealth management firm based in New Orleans, we pride ourselves on our professionalism and the personal attention we give our clients, who are also our friends and neighbors. Given our shared values and close relationships, we have a deep understanding of how to address each client’s unique goals. To this end, we have developed the Fortier Financial Guiding Philosophy Statement™ or “GPS” to help each client identify and articulate their desired destination in life.
Our expert opinion is supported by nationally accredited professional financial certifications and over a decade of wealth management experience in the Gulf Coast region.
Sincerely,
Brad Fortier, CFP®
Certified Estate Planner™
President, Fortier Financial
Recipient of the 2010 Charlie Eisenmann Client First Award
"Anyone can hang out a shingle as a financial planner, but that doesn't make that person an expert. They may tack on an alphabet soup of letters after their names, but CFP (short for certified financial planner) is the most significant credential. A CFP has passed a rigorous test administered by the Certified Financial Planner Board of Standards about the specifics of personal finance. CFPs must also commit to continuing education on financial matters and ethics classes to maintain their designation. The CFP credential is a good sign that a prospective planner will give sound financial advice."
- The Wall Street Journal
Step 1.) Establishing the Relationship
Step 2.) Creating your Guiding Philosophy Statement
Step 3.) Developing the Plan
Step 4.) Implementing & Monitoring Your Plan
In order to maintain the level of service provided, we are selective in choosing who we serve. Not every potential client is a fit, and, as with any relationship, we believe the partnership should be entered into mutually. We carefully review each client application to ensure that we can meet their needs.
Getting Started is easy. Begin the client application process by calling 504.237.4448 or emailing Kristina.fortier@lpl.com. We will then schedule a complimentary introductory meeting to share our philosophy and walk you through the Fortier Method. If we determine that you are a fit for our clientele, then we will learn about your goals, values and circumstances so that we can integrate all these elements into a personalized plan.
This is just the beginning of the journey. Ours is a long-term partnership that will assist you for life. We will meet with you regularly to reassess and, if necessary, adjust to changes in the economy and in your situation.
