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Financial Planners in Baker, LA: 2026 rankings

23 financial planners ranked by RFA ScoreUpdated 0 paid placements in this rankingHow we rank →

The short answer

  1. 1

    Highest RFA Score in Baker: Highland Wealth, RFA Score 75/100; 5.0★ from 145 Google reviews.

  2. 22

    Most-reviewed: Game Changer Wealth, 74 Google reviews at 5.0★, the most of 23 ranked after Highland Wealth; ranked #22.

Rankings can't be bought. Financial advisors can't pay to change their rank or score. How we rank

23 Baker financial planners are ranked here by RFA Score, from eight published factors. The median Google rating is 5.0★ across 23 rated firms.

Most of this list also appears on the Financial planners in Baton Rouge ranking. See Financial planners in Baton Rouge

Top 10 financial planners in Baker at a glance

Ranked by RFA Score from public data such as Google reviews, not by investment performance; sponsored listings are paid, shown separately and never change rank.

Top 10 financial planners in Baker at a glance
RankBusinessRFA ScoreGoogle ratingBased inNotable for
1Highland Wealth755.0★ (145)Baton Rouge, 16 mi awayTop score
2Oak Capital Private Wealth735.0★ (49)Baton Rouge, 13 mi away—
3Presley Wealth Management724.9★ (41)Denham Springs, 15 mi away—
4Duke Laville, Mortgage Loan Officer - First Horizon Bank715.0★ (23)Baton Rouge, 13 mi away—
5Greg A. Kennedy, CPA (APAC)714.7★ (28)Baton Rouge, 13 mi away—
6Wilson Wealth Advisors - Ameriprise Financial Services, LLC695.0★ (12)Baton Rouge, 14 mi away—
7JCN Financial & Tax Advisory Group, LLC694.7★ (24)Baton Rouge, 19 mi away—
8Nelson Brown - Edelman Financial Engines685.0★ (12)Baton Rouge, 16 mi away—
9First Horizon Bank - Baton Rouge, LA - 3rd St685.0★ (5)Baton Rouge, 10 mi away—
10Jacob Simms - Associate Financial Advisor, Ameriprise Financial Services, LLC675.0★ (6)Baton Rouge, 14 mi away—

All 23 financial planners in Baker, in rank order

Ordered by RFA Score, a 0–100 score from eight published factors. Paid placement never changes the order.

Ranked by RFA Score from public data such as Google reviews, not by investment performance; sponsored listings are paid, shown separately and never change rank.

Scores below: based on 6 of 8 factors; registration and recency not yet collected. Hatched segments mark factors we don't have yet.

  1. Ranked #1 in Baker

    #1 Highland Wealth

    Based in Baton Rouge, 16 mi away

    75/100RFA Score

    Ranked #1 because of its Google rating and specialty focus: 5.0★ from 145 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 145 Google reviews
    Hours
    Mon–Fri 7 AM–6 PM · Sat–Sun closed
    Address
    1 Smart Wy Ste 101, Baton Rouge, LA 70810
    View profile for Highland Wealth(225) 408-4569

  3. #3 Presley Wealth Management

    Based in Denham Springs, 15 mi away

    72/100RFA Score

    Ranked #3 because of its Google rating and specialty focus: 4.9★ from 41 Google reviews, listed on Google as “Financial planner”.

    • 4.9★ from 41 Google reviews
    Hours
    Mon–Thu 8 AM–4:30 PM · Fri 8 AM–12 PM · Sat–Sun closed
    Address
    170 Veterans Blvd, Denham Springs, LA 70726
    View profile for Presley Wealth Management(225) 791-5773

  10. #10 Jacob Simms - Associate Financial Advisor, Ameriprise Financial Services, LLC

    Based in Baton Rouge, 14 mi away

    67/100RFA Score

    Ranked #10 because of its Google rating and specialty focus: 5.0★ from 6 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 6 Google reviews
    Hours
    Mon–Fri 8:30 AM–4:30 PM · Sat–Sun closed
    Address
    4610 Bluebonnet Blvd Ste B, Baton Rouge, LA 70809
    View profile for Jacob Simms - Associate Financial Advisor, Ameriprise Financial Services, LLC(225) 442-3800

  14. #14 Iron Horse Financial

    Based in Baton Rouge, 15 mi away

    66/100RFA Score

    Ranked #14 because of its Google rating and specialty focus: 4.0★ from 8 Google reviews, listed on Google as “Financial planner”.

    • 4.0★ from 8 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    10000 Perkins Rowe Ste 240, Baton Rouge, LA 70810
    View profile for Iron Horse Financial(225) 766-9700

  15. #15 Northwestern Mutual

    Based in Baton Rouge, 16 mi away

    66/100RFA Score

    Ranked #15 because of its Google rating and specialty focus: 4.4★ from 7 Google reviews, listed on Google as “Financial planner”.

    • 4.4★ from 7 Google reviews
    Hours
    Mon–Thu 8 AM–5 PM · Fri 8 AM–4 PM · Sat–Sun closed
    Address
    1 Smart Wy Suite 101a, Baton Rouge, LA 70810
    View profile for Northwestern Mutual(225) 293-9527

  16. #16 Cornerstone Wealth

    Based in Baton Rouge, 14 mi away

    66/100RFA Score

    Ranked #16 because of its Google rating and specialty focus: 5.0★ from 4 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 4 Google reviews
    Hours
    Mon–Fri 8:30 AM–5 PM · Sat–Sun closed
    Address
    4021 W E Heck Ct Ste. D-3, Baton Rouge, LA 70816
    View profile for Cornerstone Wealth(225) 612-3400

  17. #17 Olivier Group

    Based in Baton Rouge, 14 mi away

    66/100RFA Score

    Ranked #17 because of its Google rating and specialty focus: 5.0★ from 4 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 4 Google reviews
    Hours
    Mon–Thu 8:30 AM–5 PM · Fri 8:30 AM–3 PM · Sat–Sun closed
    Address
    4609 Bluebonnet Blvd Ste a, Baton Rouge, LA 70809
    View profile for Olivier Group(225) 757-9484

  18. #18 Legacy Wealth Partners

    Based in Baton Rouge, 14 mi away

    66/100RFA Score

    Ranked #18 because of its Google rating and specialty focus: 5.0★ from 3 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 3 Google reviews
    Hours
    Mon–Thu 8 AM–4 PM · Fri 8 AM–3 PM · Sat–Sun closed
    Address
    4600 Sherwood Common Blvd Ste 201, Baton Rouge, LA 70816
    View profile for Legacy Wealth Partners(225) 246-2597

  19. #19 Horizon Financial Group

    Based in Baton Rouge, 17 mi away

    65/100RFA Score

    Ranked #19 because of its Google rating and specialty focus: 5.0★ from 4 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 4 Google reviews
    Hours
    Mon–Fri 8 AM–5 PM · Sat–Sun closed
    Address
    15015 Jamestown Blvd Ste. 100, Baton Rouge, LA 70810
    View profile for Horizon Financial Group(225) 612-3820

  21. #21 Schoen & Co

    Based in Baton Rouge, 14 mi away

    64/100RFA Score

    Ranked #21 because of its Google rating and specialty focus: 2.3★ from 3 Google reviews, listed on Google as “Financial planner”.

    • 2.3★ from 3 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    4137 S Sherwood Forest Blvd #120, Baton Rouge, LA 70816
    View profile for Schoen & Co(225) 293-1924

  22. #22 Game Changer Wealth

    Based in Baton Rouge, 13 mi away

    64/100RFA Score

    Ranked #22 because of its Google rating and review volume: 5.0★ from 74 Google reviews.

    • 5.0★ from 74 Google reviews
    Hours
    Mon–Thu 8:30 AM–4:30 PM · Fri 8:30 AM–3:30 PM · Sat–Sun closed
    Address
    9026 Jefferson Hwy Ste 102, Baton Rouge, LA 70809
    View profile for Game Changer Wealth(225) 664-2565

  23. #23 Goss Wealth Management

    Based in Baton Rouge, 14 mi away

    60/100RFA Score

    Ranked #23 because of its Google rating and specialty focus: 5.0★ from 18 Google reviews, listed on Google as “Financial advisor”.

    • 5.0★ from 18 Google reviews
    Hours
    Mon–Thu 8 AM–4:30 PM · Fri 8 AM–3 PM · Sat–Sun closed
    Address
    10235 Jefferson Hwy Bldg 6 suite A, Baton Rouge, LA 70809
    View profile for Goss Wealth Management(225) 930-4677

How we ranked Baker financial planners

We scored 23 Baker financial planners on eight factors, weighted as shown. A firm is ranked when its specialty is confirmed and it has 3 or more Google reviews or a claimed profile. A firm with no Google reviews scores zero on rating, review volume and recency. Other unknown factors are left out, not counted as zero. Scores last refreshed November 9, 2026.

Paid placement never changes a rank or score. Sponsored businesses are paid, labelled, limited to 3 and shown above the ranking, outside it.

Read the full method: formula, sources and exclusions

RFA Score factors and weights
FactorWeightComputed fromIn Baker data
Reputation30%Google star rating, adjusted for how many reviews back it (client experience, not investment results)Measured
Registration20%Active SEC, state or Canadian securities registration matched in public records (not yet measured)Not yet collected
Review volume10%Number of Google reviews, compared with the most-reviewed firm on the listMeasured
Recency5%Share of reviews from the last 12 monthsNot yet collected
Specialty focus15%How clearly the firm offers this specialty (its Google category and name)Measured
Proximity5%Based in the city scores highest, less the farther away it isMeasured
Claimed profile10%The firm has claimed its Ranked Financial Advisors profile (free or paid earn the same)Measured
Partnered5%The firm links to Ranked Financial Advisors from its own website with our badge, checked periodicallyMeasured

How to choose a financial planner

  1. Confirm the financial planner and the firm are registered: Investor.gov and FINRA BrokerCheck in the US, the CSA National Registration Search in Canada. Read any disclosure events.
  2. Ask whether they act as a fiduciary on your account at all times, and get the answer in writing.
  3. Ask how they are paid: a percentage of assets, flat or hourly fees, a retainer, commissions, or a mix. Each creates different conflicts of interest.
  4. Read the firm’s Form CRS and Form ADV Part 2A brochure (fees, services, conflicts, disciplinary history) before you sign.
  5. Check designations with the body that grants them, such as the CFP Board for CFP® professionals.
  6. Ask about account minimums and who holds your money: your assets should sit with an independent custodian in your name.
  7. Compare at least two or three firms, and be wary of anyone who promises returns or pushes you to decide quickly.

Questions to ask a financial planner

  • Are you a fiduciary for all of the advice you give me, and will you put that in writing?
  • How are you paid, in total dollars per year for an account like mine? Do you earn commissions or other payments from product providers?
  • Which registrations and designations do you hold, and where can I verify them?
  • Who will hold my assets, and how will I see statements directly from that custodian?
  • What services are included in your fee, and what would cost extra with you as my financial planner?
  • Do you have a minimum account size or minimum fee?
  • Have you or your firm had any complaints or disciplinary actions? Where would I see them?
  • How often will we meet, and who will I work with day to day?
  • What happens to my plan or accounts if you retire or leave the firm?

Terms explained

Fiduciary
Someone legally required to act in a client’s interest. In the US, registered investment advisers owe their clients a fiduciary duty of care and loyalty under the Investment Advisers Act of 1940.
Registered investment adviser (RIA)
A firm registered with the SEC or a state securities regulator to give investment advice for pay. Most firms managing $100 million or more register with the SEC; smaller firms usually register with their state.
Investment adviser representative (IAR)
A person who gives advice on behalf of a registered investment adviser, usually registered with the states where they work.
Broker-dealer
A firm that buys and sells securities for customers. US broker-dealers are members of FINRA; their registered representatives typically earn commissions.
Regulation Best Interest (Reg BI)
The SEC rule, in force since June 30, 2020, requiring broker-dealers to act in a retail customer’s best interest when recommending a security or account type.
Form ADV
The registration form every investment adviser files. Part 1 holds facts about the firm; Part 2A, the brochure, describes services, fees, conflicts of interest and disciplinary history in plain English.
Form CRS
A short relationship summary that advisers and broker-dealers give retail investors, covering services, fees, conflicts, standard of conduct and disciplinary history.
CRD number
The Central Registration Depository number FINRA and the SEC assign to each firm and registered person; use it to look them up on Investor.gov or BrokerCheck.
Assets under management (AUM) fee
A yearly fee set as a percentage of the money an advisor manages for you. Advisor surveys have put the median around 1% on accounts up to $1 million, lower on larger accounts.
Fee-only
An advisor paid only by clients, with no commissions or other payments from product providers.
Fee-based
An advisor who charges client fees and may also earn commissions on some products. It is not the same as fee-only.
CFP® professional
A person certified by the CFP Board after meeting education, exam, experience and ethics requirements. The CFP Board requires them to act as a fiduciary when giving financial advice.

Financial planners in Baker: frequently asked questions

Which financial planner has the highest RFA Score in Baker?

By RFA Score, the highest-ranked financial planner in Baker, LA is Highland Wealth with an RFA Score of 75/100. It has 5.0★ from 145 Google reviews. Oak Capital Private Wealth (#2) and Presley Wealth Management (#3) follow. We ranked 23 financial planners on eight factors, last updated November 9, 2026.

What Google rating do Baker financial planners have?

The median Google rating among 23 rated financial planners in Baker is 5.0★, with a median of 7 reviews. Highland Wealth has the most, 145 reviews, and ranks #1. We adjust ratings for review count, so a few five-star reviews cannot top the list.

How does RankedFinancialAdvisors rank financial planners?

Each financial planner gets a 0–100 RFA Score from eight published factors, led by reputation (30%), specialty focus (15%), review volume (10%) and claimed profile (10%). A firm with no Google reviews scores zero on rating, review volume and recency; other factors we cannot measure are left out. Only firms with a confirmed specialty and 3 or more reviews, or a claimed profile, are ranked.

Do financial planners outside Baker count in this ranking?

Yes, if they are within 25 mi of the Baker city center, our service radius for financial planners. Each listing shows where the firm is based and how far away it is. Proximity is 5% of the RFA Score, so a nearby firm gets a small edge.

Can financial planners pay to rank higher on RankedFinancialAdvisors?

No. The RFA Score never reads payment status, and this ranking has 0 paid placements. Up to 3 Featured firms may appear above the list, labelled Sponsored and showing their honest rank.

What does a financial planner do?

Financial planners build a written plan across a client’s goals: cash flow, savings, investments, insurance needs, taxes, retirement and estate. Many charge a flat or hourly fee for the plan, an ongoing retainer, or a share of the assets they manage.

How are financial planners in Baker ranked?

By RFA Score: public signals such as the Google rating and review count, how clearly the firm offers financial planning and how close it is. Paid placements never change the order, and the score does not measure investment performance.

How do I check a financial planner’s registration and record?

Search the person and the firm on Investor.gov (the SEC’s adviser search) and on FINRA BrokerCheck. A firm’s Form ADV and any disciplinary history are public there.

Is every financial planner in Baker a fiduciary?

Not necessarily. Investment adviser representatives owe a fiduciary duty on advisory accounts; broker-dealer representatives follow Regulation Best Interest when they recommend a security. Ask which applies to your account and read the firm’s Form CRS.

How much do financial planners charge?

Fees depend on the firm and the service: a percentage of assets managed each year, a flat or hourly planning fee, a retainer, or commissions. Ask for the fee schedule in writing and read the firm’s Form ADV Part 2A brochure or, in Canada, its relationship disclosure.

Update log for Baker

  1. November 2026: RFA Scores recalculated for 23 financial planners serving Baker.

More financial planners and Baker pages