Your finances.
Your values.
Your next chapter.
deMAURIAC is the women-owned, fiduciary financial planning firm built for life's biggest transitions. This press kit shares who we are, what our clients can expect, and how to connect with us.
A different kind of financial firm.
When everything changes, women trust deMAURIAC. Founded on the belief that financial planning should make you feel powerful, not small, deMAURIAC is a fully independent, 100% women-owned registered investment advisory firm based in New Orleans, Louisiana, serving clients in most U.S. states. The firm is one of an estimated 150 to 200 of its kind in the world. Founder Marigny deMAURIAC, CFP®, holds a Master's degree in Mental Health Counseling alongside credentials in behavioral finance and exit planning, bringing a whole-person approach to finance and specializes in assisting clients with retirement, divorce, widowhood, business succession, and values-based investing. Fee-only. Fiduciary. WBENC-certified.
"We are the financial firm that women trust when everything changes, because our founder has lived the intersection of mental health and money, and built an entire practice around that understanding."
- CFP®
- Certified Financial Planner™: the gold standard in financial planning.
- CEPA®
- Certified Exit Planning Advisor: specialized expertise for business owners planning an exit.
- ABFP®
- Accredited Behavioral Finance Professional: integrating psychology and financial planning.
- AAMS
- Accredited Asset Management Specialist: advanced investment and portfolio management.
- M.S. Counseling
- Master's degree in Mental Health Counseling: the foundation of our whole-person approach.
Five reasons clients choose deMAURIAC.
- 01
We are your fiduciary. By law.
As a Registered Investment Advisor, we are legally and ethically required to act in your interest at all times. We earn no commissions. We have no product quotas. When we recommend something, it is because it is right for you.
- 02
We back our work with a guarantee.
If you are not satisfied, we refund your previous month's fee. No questions asked. No other RIA of our size offers this. We offer it because we are that confident in what we deliver.
- 03
We were built for life's biggest transitions.
Divorce. Retirement. Loss. Career change. Business exit. These are the moments when financial decisions carry the longest consequences and when most advisors are least equipped. We built our entire practice around being exactly the right firm at exactly these moments.
- 04
Your values drive your portfolio.
We offer values-aligned portfolio options that reflect what you believe. And we show you the data so you can make informed decisions about your investments.
- 05
We see the whole person, not just the balance sheet.
Our founder holds a Master's in Counseling in addition to her CFP® credentials. The anxiety around a divorce settlement, the grief of a late spouse's estate, and the fear of outliving your savings are not separate from financial planning. They are financial planning. We meet you there.
Your experience as a deMAURIAC client.
- 1
Discovery call
A free, no-pressure conversation. We listen first. No pitch. No commitment.
- 2
Your financial picture
We gather the full picture: assets, income, debts, goals, fears, timeline, and values.
- 3
Your personalized plan
A plan built specifically for your life, your numbers, and your values. Not a template.
- 4
Plan review together
We walk through every element together, in plain language. You leave informed, not overwhelmed.
- 5
Ongoing partnership
Regular check-ins, updates as your life changes, and quick response whenever you reach out.
You may recognize yourself here.
deMAURIAC was built for women navigating significant financial moments. All gender identities are welcome, and all life situations are considered.
The person navigating divorce
You are in the middle of a settlement and realizing the next few months will shape the next few decades. You need an advocate who speaks the language of attorneys and accountants and will not make you feel judged.
The person approaching retirement
Five to ten years out, wondering if it's enough. You want a plan that accounts for longer lifespans, career-break Social Security gaps, and rising healthcare costs.
The values-driven investor
You won't invest in companies that contradict what you stand for. You want to see the data that shows values and returns don't have to be a trade-off.
The person navigating loss and sudden wealth
In the middle of grief, now responsible for money or an estate. You need an advisor who treats clarity and emotional support as the same need.
The business owner planning their exit
You've built something significant. You need a Certified Exit Planning Advisor who treats your exit as the life transition it is.
Transparent. Guaranteed.
The satisfaction guarantee: if you are not satisfied with our service, we refund your previous month's fee. No questions asked. No other RIA of our size offers this. We do.
Fee-only
We do not earn commissions on products we recommend. Our incentive is your success, nothing else.
Independent · loyal to you alone
Not affiliated with any bank, brokerage, or insurance company. We answer to no one but you.
Plain language · always
We will never hide complexity behind jargon. Every recommendation explained until you fully understand.
Ready to start? We are listening.
"Financial planning should never make you feel small. It should make you feel powerful. That is the standard we hold ourselves to, in every conversation, every plan, and every document we produce."