Wealth Management

Life is complicated. There are many moving parts and noise, which makes it easy to get distracted and allow your finances to drift off point. To get back on course, you need to make sure your valuable resources, time, talent, energy, and money are focused on what truly matters to you and your family. We understand the unique needs of our clients and are positioned to respond to those needs. As an independent, fee-based firm, we do not represent investment or insurance providers, nor do we receive commissions for recommending investments or trading securities.

HTB Wealth Advisors, LLC  is an independent wealth management firm and Registered Investment Advisor. Registered with the Securities and Exchange Commission (SEC), we accept a fiduciary role as we serve our clients. As an independent advisor, we do not accept compensations from any third-party, avoiding potential conflicts of interest.

Comprehensive Wealth Management

We coordinate your investment management, tax, estate planning, retirement, and business planning needs all in one place. 

Investment Management

Our steady investment approach is structured to anticipate the ups and downs of the markets. We create a portfolio based on your return needs and risk preferences. 

Financial Planning

We perform an objective and comprehensive review of your current financial situation. This helps formulate and propose optimal planning strategies to closely align your decisions and assets with your goals and priorities.

Estate Planning + Wealth Transfer

We provide guidance to help families with taxable estates preserve, protect, and transfer wealth. Visit our estate planning services page to learn more.

Trust Services

Effective trust accounting and reporting provides clarity in financial matters, fosters goodwill with beneficiaries, and mitigates the risk of disputes or legal challenges. By implementing robust trust accounting practices, fiduciaries can demonstrate their commitment to sound governance, bolster their reputation, and foster long-term success. Visit our trust accounting services page to learn more. 

Company Retirement Plans

Our team works with companies and professional services firms to build an attractive employee benefit plan while helping reduce fiduciary risk and minimize the administrative burden.

Wealth Management Client Portal + Disclaimers

HTB Wealth Advisors (HTB) is a state registered investment adviser located in Baton Rouge, Louisiana.  HTB and its representatives are in compliance with the current filing requirements imposed upon state registered investment advisers by those states in which HTB maintains clients. HTB may only transact business in those states in which it is registered or qualifies for an exemption or exclusion from registration requirements. HTB’s web site is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment-related information, publications, and links. Accordingly, the publication of HTB’s web site on the Internet should not be construed by any consumer and/or prospective client as HTB’s solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet. Any subsequent, direct communication by HTB with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. For information pertaining to the registration status of HTB, please contact the state securities regulators for those states in which HTB maintains registration or a notice filing. A copy of HTB’s current written disclosure statement discussing HTB’s business operations, services, and fees is available from HTB upon written request. HTB does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to HTB web site or incorporated herein, and takes no responsibility, therefore. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.