Delta Financial Advisors was founded in 2002. We are an independent advisory firm based in New Orleans that is owned and managed by Gerard A. Plauché and Ainsley D. Bishop.
Delta Financial Advisors is an investment counseling firm registered with the Securities and Exchange Commission under the Investment Advisers Act of 1940. We are not securities brokers. We do not receive any commission on sales of stocks, bonds, insurance or any other goods or services.
As registered investment advisors, we have a fiduciary responsibility to our clients which means we have a duty to serve our clients’ best interests. The only service our firm provides is investment and financial advice based on our many years of experience and training in all facets of the capital markets.
Financial Planning Process
Risks are addressed primarily through our financial planning process. We identify areas of exposure and work with clients to minimize the likelihood of negative financial outcomes. Specifically, we help clients assess and manage the primary areas of their finances – investment, tax, estate, retirement, and insurance.
Our Company Mission & Approach
At Delta Financial Advisors, we are wealth managers that are on your side providing financial and investment advice that meets your needs.
We are not brokers and receive no commissions for our services, which eliminates any bias in making recommendations. Our interests are aligned with our clients’ as our fees are based on the assets that we manage.
When you select an investment advisor, you want integrity, honesty and performance. Most of all, you want someone who understands your unique needs – a team dedicated to personal service that takes the time to get to know you and your specific financial goals.