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.

Review our services below or view our brochure by clicking here.

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

Wealth management is not a one-size-fits-all approach. We take the time to develop a comprehensive overview of your unique financial situation and to get to know you personally so our proprietary tools can help you pursue your goals.  

There are many facets of optimally managing your wealth: investments, planning, tax, estate, legal, insurance, and healthcare advisory. We believe our platform allows us to help deliver an end-to-end experience that strives to provide clarity, confidence, simplicity, and peace of mind.  

Services include:  

    • Investment Management
    • Financial Planning
    • Estate Planning + Wealth Transfer
    • Trust Services
    • Company Retirement Plans  

Investment Management

Because no one can be an expert in everything, we believe that professional collaboration is essential to providing valuable service to our clients. Our partnership with Savant Wealth Management gives us access to a wealth management firm that has over 30 years of experience in investment management and a history of working with independent investment advisors like us. Our steady investment approach is structured to anticipate the ups and downs of the markets. The portfolio we create for you is based on your return needs and risk preferences.  

Financial Planning

Oftentimes, individuals or families come to us frustrated, unorganized, and without a financial plan in place for their future. Our goal is to provide a process that is efficient, optimal, and focused to help determine what is important so you can work toward your vision and goals. 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.  

Working with Savant, we can leverage their in-house investment committee and research team, institutional investments, trading and due diligence capabilities, tax-aware and tax minimization strategies, and a network of specialists who can help support our firm in serving our clients. 

Estate Planning + Wealth Transfer

Trust and estate planning goes beyond mere financial matters. It encompasses your values, legacy, and the well-being of your loved ones. Whether you’re an individual or a family-owned business, addressing important decisions can often be delayed due to the emotional and intricate nature of end-of-life and family business transfer planning.  

Trust us to guide you through this complex process, addressing the legal, financial, and emotional aspects of estate planning with care and expertise. 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.

Client Portal

Follow the links below to access your portfolio and reports. Please contact us if you have any questions.  

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.