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Office One

6300 Corporate Blvd.

Suite 120

Baton Rouge, LA 70809

Office Two

858 Camp Street

New Orleans, LA 70130

Our Mission

Through our independence, we can do more for our clients and get them into the investment strategies that make sense for them.

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How We Help

From retirement planning to insurance planning, we can address your most pressing financial concerns.

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Our Services

The financial plan is the cornerstone of our guidance. Our comprehensive services include retirement planning, estate planning, investment strategies and more.

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Jerry Goss

Jerry Goss

CFP®, ChFC, CEO Managing Director - Investments

Alex Goss

Alex Goss

CFP®, CRPS® President

George Sins

George Frederick Sins III

Partner/Managing Director of Investments

Matthew Duplechain

Matthew Duplechain

Vice President - Investments

Melissa Lauriano

Melissa Lauriano

Senior Administrative Assistant

Abby McClure

Abby McClure

Client Service Associate

<br /><br />Value-Based Guidance



Value-Based Guidance

We help our clients address both the financial and psychological aspects of financial planning by serving as their counselors, advisors, and friends.

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