Everything we get
asked, answered.
How we work, how we get paid, what to expect in a first meeting, and how to verify us before you call. If your question isn't here, we'd love to hear it.
deMAURIAC puts clients first. Your satisfaction is backed by a guarantee. If for any reason you are not completely satisfied, we will refund your prior month's expenses and work with you to make things right.
About deMAURIAC
Who do you work with?
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.
What makes you different?
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 are fiduciaries, which means your interests come first: legally and always. And we back every Private Wealth Management engagement with a money-back satisfaction guarantee.
Do you only work with women?
No. Our planning is designed around the financial realities women often face: career breaks, the pay gap, longer lifespans, higher lifetime healthcare costs. We welcome anyone who values our approach. All gender identities are welcome here.
How we work and get paid
Are you a fiduciary?
Yes. As an RIA (Registered Investment Adviser), we are held to the fiduciary standard: the highest standard of care in financial services. We are legally and ethically required to act in your best interest at all times, not just recommend products that are technically "suitable." This is a legal obligation, not a marketing claim.
How do you get paid?
We are a fee-only firm, paid only by our clients, not through commissions, product sales, or referral fees. You will know what you are paying, and if you are not satisfied with our service, we will refund your previous month's fee. No questions asked.
Do I need a minimum to work with you?
It depends on the service. The best first step is a brief, no-cost discovery call: we will get a sense of your situation and share any recommended next steps. Request a visit.
What services do you offer?
We offer two 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 nonprofits, this often includes an assessment of personal vs. organizational financial needs.
- Financial Planning Consulting (limited availability): fee-for-service planning for people who want a comprehensive plan without ongoing investment management.
For business owners and executives, we provide specialized business exit planning through our CEPA® credential, helping you build a clear exit strategy that protects what you have built and aligns with your long-term wealth goals. We also connect clients with comprehensive estate planning resources, including wills, trusts, powers of attorney, and healthcare directives.
Getting started
What happens in the first meeting?
It is a relaxed, no-pressure, no-cost conversation. We want to get to know you: your goals, your situation, and what is most important to you right now. If you have financial statements, insurance documents, or anything else you have had questions about, bring them along. That is exactly what the first visit is for.
We will talk through where you are, where you want to go, and whether deMAURIAC is the right fit. There is no commitment, and we will tell you honestly if we think someone else would serve you better.
Where are you located, and do you work with clients remotely?
We are 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.
How do I get started?
Request to schedule an introductory call or to join our waitlist via our contact form.
Trust and credentials
What are your 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: 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.
- ABFP®
- Accredited Behavioral Finance Professional®
- Formally recognizes the intersection of financial planning and behavioral psychology.
- AAMS®
- Accredited Asset Management Specialist™
- Specialized focus on investment management: portfolio construction, asset allocation, and strategy.
How can I verify your firm and background?
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.
What is a Registered Investment Adviser (RIA)?
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.
Still have a question? We are listening.
Tell us what you are navigating. A discovery call is free and there is no commitment.
Request a consultation →