Bienvenue Wealth LLC is a financial planner in New Orleans, LA. The firm provides fee-only financial planning services to Gen X families, professionals, and business owners. Their comprehensive services include retirement planning, estate planning, investment management, tax planning, cash flow analysis, and insurance and risk management. The firm holds a 5.00 rating.
As a fee-only Registered Investment Advisor, the firm focuses on helping investors leverage assets to support their future lifestyles. The team includes Michael G. Rivas, Founder and CEO, who brings over 30 years of experience, along with Sara A. Sroka, CPA, CFP, and Blanca Giron, Enrolled Agent. The firm operates as a NAPFA fee-only fiduciary, utilizing a transparent pricing structure with no hidden fees or third-party commissions to ensure conflict-free guidance and consumer advocacy.
The office is located on Poydras Street in New Orleans, near Loyola Avenue. It is situated a short distance from the Orleans Parish Civil Sheriff's Office, the Richard & Annette Bloch Cancer Survivors Plaza, and the Civic Theatre.
The business maintains a well-optimized website that search engines read cleanly, making it easy for AI-powered search tools to find and understand.
Bienvenue Wealth LLC provides trusted, independent financial guidance for families throughout New Orleans.
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