Welcome

As Baton Rouge’s oldest financial planning firm, client relationships are the foundation of our business and have been for over 30 years.  We value each individual relationship and what our clients hope to achieve.  Together we craft a wealth management plan to protect what they have built and to bridge the gap between where they are today and their vision for the future of their family and/or business.

Since the founding of our company in 1982, Bill Peters has worked tirelessly within our community to earn the respect of high-net worth individuals, business and community leaders.  Bill Peters qualified for Baton Rouge's first Certified Financial Planner® designation granted in 1981 and has achieved steady growth by maintaining a professional team to serve our client’s wealth management needs for their investment portfolio, financial planning, insurance, education, business and estate.