Ferro Financial, LLC, is a fee-only financial planning and investment advisory firm with offices in the Greater New Orleans Area and Baton Rouge, LA, We believe our most valuable asset is our client relationships. We partner with our clients, and build long term relationships. We work with clients dedicated and committed to achieving their financial goals. We share that same vision, and want to share in your success.
Ferro Financial, LLC was started in 2006 by Shelley M. Ferro. The firm is headquartered in Metairie, LA, a suburb of New Orleans, LA.
The firm was started on the principle of employing a strategic approach to delivering financial planning and investment advisory services. In addition to delivering objective advice, that advice should be delivered by a credentialed advisor.
Credentials are important because it indicates a level of education, experience, and training that the advisor has undergone. After working for Wall Street Firms, Ms. Ferro saw first hand the problems of delivering commissioned financial products by "advisors" that lacked proper financial training, education, and credentialing.
Ferro Financial, LLC began it's operations with financial planning, and investment advisory services. In 2009 the firm began offering tax preparation services to those clients that had a relationship with the firm.
In 2011 Ferro Financial, LLC was approved to offer the investment products of Dimensional Fund Advisors. Dimensional Funds only allows approved firms to offer their low cost securities to investors. Our investment philosophy is grounded in research out of the University of Chicago, and the Nobel prize winning work of Dr. Harry Markowitz,
As the firm continues to grow, we will always stay true to our philosophy. Offer objective financial planning and investment advisory services. Deliver those services by qualified, credentialed advisors, and always act in the best interest of our clients by offering independent strategic advice.
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Ferro Financial, LLC is not employed by or affiliated with the Louisiana Land Conservation Assistance Network, and the Network does not certify or guarantee their services. The reader must perform their own due diligence and use their own judgment in the selection of any professional.
Contact Ferro Financial, LLC
8550 United Plaza Dr.
Baton Rouge, LA 70809
Services provided in:
- Ascension Parish, Louisiana
- Assumption Parish, Louisiana
- East Baton Rouge Parish, Louisiana
- East Feliciana Parish, Louisiana
- Iberville Parish, Louisiana
- Jefferson Parish, Louisiana
- Lafayette Parish, Louisiana
- Lafourche Parish, Louisiana
- Livingston Parish, Louisiana
- Orleans Parish, Louisiana
- Plaquemines Parish, Louisiana
- Pointe Coupee Parish, Louisiana
- Saint Bernard Parish, Louisiana
- Saint Charles Parish, Louisiana
- Saint Helena Parish, Louisiana
- Saint James Parish, Louisiana
- Saint Landry Parish, Louisiana
- Saint Martin Parish, Louisiana
- Saint Mary Parish, Louisiana
- Saint Tammany Parish, Louisiana
- St John the Baptist Parish, Louisiana
- Tangipahoa Parish, Louisiana
- Terrebonne Parish, Louisiana
- Vermilion Parish, Louisiana
- Washington Parish, Louisiana
- West Baton Rouge Parish, Louisiana
- West Feliciana Parish, Louisiana