Delta Financial Advisors LLC of New Orleans

Delta Financial Advisors LLC is a financial planner in New Orleans, LA, located at 701 Poydras St Ste 350. It holds a 5.00 rating based on customer reviews.

The firm is an investment counseling firm registered with the Securities and Exchange Commission under the Investment Advisers Act of 1940. It provides wealth management services and operates as a fiduciary, meaning it has a duty to serve its clients’ best interests. The firm does not act as securities brokers and does not receive commissions on the sales of stocks, bonds, insurance, or other goods and services. Its fees are exclusively based on the assets it manages.

Gerard founded Delta Financial Advisors, LLC in 2002 as an independent investment counsel firm. He serves as a portfolio manager, a member of the Investment Committee, and the chief compliance officer. Prior to founding the firm, he was a partner with Fenner, Plauché and Williams Investment Management Company and spent 11 years as a senior vice president and manager of the trust department at a major regional bank. He holds a Bachelor of Science degree in finance from the University of New Orleans, a Master of Business Administration degree from Loyola University, and a designation from the Graduate School of Banking of the South at Louisiana State University. He is also a holder of the Chartered Financial Analyst designation and is a member of the CFA Institute.

Ainsley has served as a portfolio manager and member of the investment committee since 2004 and as a Partner since 2009. She serves as the chief investment officer. Before joining the firm, she spent over six years in the investment management field at Morgan Stanley and Charles Schwab. She holds a Bachelor of Science degree in psychology from Louisiana State University and a Master of Business Administration degree from the E. J. Ourso College of Business at Louisiana State University. She is a member of the CFA Institute and the CFA Society of Louisiana.

Cappy serves as a senior portfolio manager and a member of the Investment Committee. She joined the firm in August 2025. Prior to joining, she spent over twenty years in the investment management industry at Orleans Capital Management and Morgan Stanley.

The firm offers a four-step investment process that includes understanding the client, preparing a financial plan, creating and implementing an investment policy, and ongoing account management. It assists clients with investment, tax, estate, retirement, and insurance planning. The firm manages investment accounts on a discretionary basis and does not take control or possession of client assets.

SEOScanPRO awarded the business an 82 out of 100 for its performance score. This metric measures how quickly the website loads, which keeps visitors on the page and is one of the factors search engines use in ranking.

Services:

• Asset Management
• Customized Financial Planning
• Investment Counseling
• Wealth Management