Overwhelmed by options?
Answer a few questions to see advisors matched to you.
Direct booking
Book time directly with this advisor, no back-and-forth required
Top 30 financial advisors of 83 near 70068
Out of 400,000+ nationwide
Eric J
CFP®, EA
Kenner, LA
Equilibrium Financial Planning
My wife, Rachael Johns, J.D., and I founded Equilibrium Financial Planning to help New Orleans retirees and pre-retirees with $1 million or more pay less in taxes, know how much they can safely spend, and optimize their investments for lasting retirement confidence. We understand this stage of life brings unique opportunities and complex challenges, which is why we serve as your personal Chief Financial Officer (CFO) so that you can realize your vision for retirement. As a fee-only fiduciary, we are bound to the highest duty of care, are never paid a commission, and have a legal obligation to provide unbiased and trustworthy financial advice. We prioritize integrity and transparency as we help you achieve your financial goals. At Equilibrium, our mission is simple: to help you retire with confidence by balancing what you spend, what you save, and what you keep after taxes. On the personal side, I used to play rugby for Jesuit High School and then while at LSU from 2005-2010. I now enjoy coaching youth sports for our 10 year old twins, Adam and Zoey, and playing chess with our 12 year old, Connor. I relish playing video games, particularly those made by Blizzard, and my ideal Saturday night is a sushi dinner and gaming session. I have collected and played Magic the Gathering intermittently since being introduced to the game by my dad in 1995, and the flavor text on the card Equilibrium (7th Edition) served as inspiration for our firm's name. My wife, Rachael, and I value family time immensely and spend most weekends with our kids playing pickleball and board games, dancing to The Beatles, or popping popcorn for Friday movie nights.
Gordon B
Series 66
Luling, LA
Edward Jones
Christina W
CFP®, Series 66
Kenner, LA
Edward Jones
Colby B
Series 66
River Ridge, LA
Edward Jones
Katina S
CFP®, Series 66
Kenner, LA
Edward Jones
Kevin S
CFP®, Series 66
Metairie, LA
Edward Jones
Richard B
Series 66
Luling, LA
Edward Jones
Bryon H
CFP®, Series 63
River Redge, LA
Edward Jones
Evan A
CFP®, Series 66
Harahan, LA
Edward Jones
Christopher P
Series 66
Paulina, LA
Edward Jones
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")
Finding advisors...
Top 30 financial advisors of 83 near 70068
Out of 400,000+ nationwide