Fee-Only Fiduciary Financial Advisor · Metairie, LA
Fee-Only Financial
Advisor in Metairie, LA
Regatta Research & Money Management is based right here in Metairie. We help local pre-retirees, families, and business owners plan for retirement
with fee-only, fiduciary advice.
Financial Planning and Wealth Management in Metairie
Our office on Riverside Drive has been home to Regatta for years, and Metairie is where our story
is rooted. We work with clients across the parish who want a financial advisor close to home,
someone they can sit down with face to face. From retirement income planning to investment
management, we provide the guidance Metairie families need to feel confident about the years
ahead.
Who We Help in Metairie
Our Metairie clients are typically 50 or older, with at least $500,000 in investable assets. Many work in oil and gas, medicine, or engineering, or run a local business. They come to us with one main question: will my money last through retirement? Our work is to answer that clearly and build a plan that holds up over time.
Fee-Only
No commissions ever
Investable minimum
$0K+
1997
Helping clients since
Why Metairie Clients Choose Regatta
Fee-only and fiduciary, so our advice stays objective with no commissions or product sales
A local office in Metairie, with advisors you can meet face to face
A small firm by design, so you work directly with the people managing your money
A strong focus on managing downside risk as retirement approaches
Responsive service, with a goal of returning calls within 30 minutes
An approach featured in national financial media, including Money, Kiplinger, and Bloomberg
Financial Advisor FAQs for Metairie, LA
Where is Regatta’s office located in Metairie?
Our office is at 6620 Riverside Drive, Suite 207, Metairie, LA 70003. You can reach us at (504) 831-4636 during business hours, Monday through Friday.
Do you offer in-person meetings in Metairie?
Yes. Metairie is our home base, and we welcome clients to meet with us in person at our Riverside Drive office. We also offer phone and video meetings when that is more convenient.
What does a fee-only financial advisor in Metairie do?
A fee-only financial advisor provides financial planning and investment management without earning commissions or selling products. Regatta is compensated based on the assets we manage, so our guidance stays aligned with your interests.
Visit Our Metairie Office
Regatta Research & Money Management, 6620 Riverside Drive, Suite 207, Metairie, LA 70003. Call (504) 831-4636, Monday through Friday, 8:00 AM to 5:00 PM CT.
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