Our clients rely on us to do what’s best for them. Our long-term perspective has been developed serving the wealth management needs of families, business owners and organizations, with some relationships spanning over 30 years. Our focus is on finding solutions for each client’s unique needs.
We believe that if we invest the time and energy required to explore our client’s goals and purpose, they can make a significant impact on the people and organizations of importance to them.
Founded in 1982 by Bill Peters, Peters Wealth Advisors, LLC is Baton Rouge’s oldest independent financial planning firm. Using a consultative approach, the firm has grown into a complete fee based wealth management firm, with over $200 million in assets under management. We are recognized throughout the community for objective investment expertise and financial planning advice.
Our passionate and energetic team works with each client to assist in defining their financial goals. This is more than just fact finding. It is about developing a personal relationship with clients and assisting in achieving their investment objectives. This includes portfolios that reduce risk while maintaining desired spending requirements.
Our personal and professional relationship with each client is one based on mutual respect, trust, resolve, and accountability to one another.
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In the Community...
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