Satisfaction Guarantee
deMAURIAC puts clients first. Your satisfaction is backed by a guarantee. If for any reason you're not completely satisfied, we'll refund your fee and work with you to make things right. Learn More.
ABOUT DEMAURIAC: COMMON QUESTIONS
We specialize in women navigating major life transitions: divorce, the loss of a spouse or parent, career changes, and the move from saving for retirement to living in it. We also work with women business owners planning their exit, and with couples whose financial planning has never quite reflected their real lives.
While women are at the center of everything we build, we welcome clients of all gender identities who value this kind of planning.
deMauriac is a 100% women-owned, independent RIA based in New Orleans. Our founder, Marigny deMauriac, holds the CFP®, CEPA®, ABFP®, and AAMS® designations, plus a Master's in Mental Health Counseling. That combination is extraordinarily rare in this industry, and it shapes every client relationship we have.
We're fiduciaries, which means your interests come first: legally and always. And we back every Private Wealth Management engagement with a money-back satisfaction guarantee.
No. Our planning is designed around the financial realities women often face: career breaks, the pay gap, longer lifespans, higher lifetime healthcare costs: but we welcome anyone who values our approach. All gender identities are welcome here.
HOW WE WORK AND GET PAID
Yes. As an RIA (Registered Investment Adviser), we're held to the fiduciary standard: the highest standard of care in financial services. That means we are legally and ethically required to act in your best interest at all times, not just recommend products that are technically 'suitable.' This isn't a marketing claim; it's a legal obligation.
We're a fee-only firm, which means we're paid only by our clients, not through commissions, product sales, or referral fees. You'll know what you're paying, and if you're not satisfied with our service, we'll refund your previous month's fee. No questions asked.
It depends on the service. The best first step is a brief, no-cost discovery call: we'll get a sense of your situation and share any recommended next steps. Request a visit.
We offer 2 main paths:
- Private Wealth Management: ongoing fiduciary investment management and comprehensive financial planning, including an interactive digital financial plan, a secure client vault, and unlimited email support. For business owners and non profits, this often includes an assessment of personal v. organizational financial needs and a strategic plan that includes both.
- Financial Planning Consulting (limited availability): fee-for-service planning for people who want a comprehensive plan without ongoing investment management.
- We also offer exit planning for business owners and executives via CEPA® credential and connect clients with estate planning resources: wills, trusts, powers of attorney, and healthcare directives.
GETTING STARTED
It's a relaxed, no-pressure, no-cost conversation. We want to get to know you: your goals, your situation, and what's most important to you right now. If you have financial statements, insurance documents, or anything else you've had questions about, bring them along. That's exactly what the first visit is for.
We'll talk through where you are, where you want to go, and whether deMauriac is the right fit. There's no commitment, and we'll tell you honestly if we think someone else would serve you better.
We're based in New Orleans, LA at 401 St. Joseph St., Suite 2A, and we serve clients throughout Louisiana and beyond via secure video. We meet by appointment only. You may request a visit via our website here.
Request to schedule an introductory call or to join our waitlist at demauriac.com/contact-us, or call us at 504-358-0433.
TRUST AND CREDENTIALS
Our founder, Marigny deMauriac, holds four financial planning designations plus a Master's in Mental Health Counseling and more than a decade of experience. That credential stack is rare anywhere.
CFP®
Certified Financial Planner™
The most rigorous credential in financial planning, covering investments, taxes, retirement, insurance, and estate planning.
CEPA®
Certified Exit Planning Advisor™
Specialized expertise in helping business owners plan a successful exit: from valuation through wealth transfer and what comes next.
ABFP®
Accredited Behavioral Finance Professional®
Formally recognizes the intersection of financial planning and behavioral psychology: how people actually make money decisions, especially under stress.
AAMS®
Accredited Asset Management Specialist™
Specialized focus on investment management: portfolio construction, asset allocation, and matching strategy to each client's full financial picture.
We encourage every prospective client to look us up before they call. You can:
- Verify our firm at the SEC's Investment Adviser Public Disclosure site: adviserinfo.sec.gov
- Confirm Marigny's CFP® status at cfp.net
- Check FINRA BrokerCheck
You can verify us independently and we encourage you to do so with any finance professional you come across.
An RIA is legally required to act as a fiduciary: always in your best interest. Unlike broker-dealers, whose loyalty may belong to their firm, an independent RIA's loyalty is structurally and legally yours alone.

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