Connect with Top-Rated Financial Planners in Lafayette!

The Mather Group is a fee-only financial planning firm that helps individuals and families achieve their unique vision of retirement success. We pride ourselves on providing low-cost, guidance-free services to our clients, with no commissions or hidden fees. Our proprietary process explores your lifestyle goals, current financial status, and risk tolerance to help guide an investment approach that achieves your personal retirement goals. Our expertise includes financial planning, executive services, expat services, and family office services, with a focus on providing smart, trusted retirement planning.

Concentric Wealth Management LLC is a financial planning and wealth management firm that serves a limited number of clients, offering personalized advice and strategies to help them achieve their financial goals. With a focus on simplifying, not complicating, their clients' lives, the company's services include wealth planning, investment management, family wealth transfer and estate planning, tax planning and compliance, risk management and insurance, executive benefits coordination, and business transition planning. By building long-term relationships with their clients, Concentric Wealth Management provides access to institutional-class investments and expert guidance to help them make informed financial decisions.

Mosher Financial Advisors provides financial planning and investment management services for professionals. Our mission is to help clients make decisions that will produce financial freedom, peace of mind and security. We follow a team approach in offering financial planning and investment management services, and we have helped hundreds of professionals and their families produce a better financial future for themselves.

I.D.E.A.L. Financial Services, was founded by Jeffrey L. Witt in 1990. The company's name was chosen to coincide with the I.D.E.A.L. account--an innovative savings and potential growth investment vehicle easily customized to investors' specific needs. As a professional financial planning service, I.D.E.A.L. Financial works with you to determine an appropriate investment strategy or strategies, and, in turn, the optimum asset allocation for you, based entirely on your unique considerations and objectives. We stay current and knowledgeable about global economic factors, market trends, tax laws, and investment opportunities--ingredients that affect your personal financial picture. In addition, we want to understand not only your financial history and objectives, but also the things that make your needs distinct--business and personal goals, risk tolerance, priorities for you and your family, dreams for the future. Your success as an investor is our success--at I.D.E.A.L. Financial,

At Dixon Financial Services, Inc., our experienced team of professionals helps individuals discover, achieve, and maintain financial happiness through customized solutions. We offer comprehensive planning, customized solutions, and purpose-driven investing to ensure our clients' financial goals are met. Whether it's saving for retirement, securing your own future, or ensuring your investments align with your principles, we take on our clients' goals as our own. Our thorough wealth planning process is driven by listening first, formulating a strategy, and following through with advice and world-class service.