Who’s Taking Care of Your Money?
Meet Our Team of highly credentialed, experienced Retirement Financial Advisors…We are Your Retirement Financial Advisors in New Orleans and Southeast Louisiana.
Our firm’s team of Certified Financial Planners® (CFP®) and Chartered Financial Analysts® (CFA®) currently manages over $250 million of individual client and 401k plan portfolio assets.
Each member of our professional team collectively contributes their expertise, in-depth knowledge, and skills for your personal, individualized benefit.
Our Retirement Advisory Team approach insures and provides our clients with long-term continuity of retirement advice and investment management. Our clients are clients for life.
Our Team’s Accreditations and Affiliations
Keith Deane is a Certified Financial Planner®
CFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. CFP® professionals must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.
Todd Tillery and Michael Yest are Chartered Financial Analysts®
The CFA® Charter is a globally recognized designation that attests to success in a rigorous and comprehensive study program in the investment management and research industry and a commitment to ethical conduct. As CFA® Charterholders, we are held to a standard of loyalty, prudence, and care in all our interactions with our clients and must act for the benefit of our clients and place our clients’ interests above our own. We are bound to comply with any legally required fiduciary duty.
Keith Deane is a NAPFA-Registered Financial Advisor
The National Association of Personal Financial Advisors (NAPFA) is the country’s leading professional association of fee-only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
Keith Deane and Todd Tillery are Accredited Investment Fiduciaries®
Advisors who have earned the Accredited Investment Fiduciary® designation are able to immediately show that they are interested in and working towards the best interests of their clients. They have gone through training, met the qualifications, and passed the exam allowing use of the AIF® designation.
Keith Deane is a member of Fee-Only Network®
Fee-only financial advisors® are small business owners, shareholders, and employees compensated for their time and expertise in comprehensive financial planning and investment management. They are not representatives of brokerage firms or insurance companies and never make commission or kickbacks. Fee-only advisors® work only for you under a crystal-clear fee structure and fiduciary oath.
Keith Deane is an active member of The Financial Planning Association®
FPA® is the largest membership organization for CFP® professionals in the U.S. and supports high standards of professional competence, ethical conduct, and clear, complete discourse when serving clients.
Keith Deane is Certified Retirement Counselor® (CRC®)
A Certified Retirement Counselor® (CRC®) is a financial professional specializing in retirement planning, equipped to guide individuals through the complexities of preparing for and managing retirement. Earning the CRC® designation signifies a mastery of both accumulation and distribution retirement planning concepts, adherence to a strict code of ethics, and a commitment to ongoing education. This certification is independently accredited by the National Commission for Certifying Agencies (NCCA), underscoring its credibility in the financial industry.
Better Business Bureau®
For almost 30 years, our firm has maintained an A+ rating from the Better Business Bureau® of Greater New Orleans.
New Orleans Chamber®
We are a member of the New Orleans Chamber® of Commerce.