Who Are We?

Your legacy deserves careful planning. Equilibrium Financial Planning LLC will help guide you towards generational fulfillment through fee-only, fiduciary RIA services. We primarily serve high net worth heirs in the New Orleans area who desire in-person meetings within the comfort of their own home, and we offer Google Meets for clients located outside of Louisiana or who prefer that platform.

We offer personal, comprehensive planning covering cash flow, taxes, insurance, retirement, estate, cash flow, education, and investments, including ongoing portfolio management. We advise on all accounts you own and will accompany you to meetings with other professionals to increase your comfort and understanding of all areas of your financial life. We prioritize integrity and provide consistent communication to help achieve your financial goals.