facebook twitter instagram linkedin google youtube vimeo tumblr yelp rss email podcast phone blog search brokercheck brokercheck Play Pause
Private Wealth Management New Orleans, LA deMAURIAC Financial Consulting & Wealth Management

Customized Employer-Sponsored Retirement Plans

Help your employees thrive — Boost engagement and retention with tailored financial solutions

What's included?

Learn More ➝


services include:

  • Initial discovery/consultation
  • Tailored plan design that suits your company and workforce needs
  • Retain top talent with competitive executive benefits packages
  • Advisory support for key executives to plan for their future financial security
  • On demand fiduciary financial advice from a dedicated CERTIFIED FINANCIAL PLANNER™
  • Concierge client services and ongoing support to ensure compliance and best practices
  • Education sessions to boost employee participation and engagement

Get Started


A young Asian woman with rhinestones on her face looks at the camera while holding her hands to her head. New Orleans, LA deMAURIAC Financial Consulting & Wealth Management

Outsourced CFO Services

Strategic financial guidance to drive your business forward

Managing your finances effectively is key to sustainable growth—but not every organization requires a full-time CFO. Our Outsourced CFO Services provide you with the strategic insight and financial expertise of an experienced CFO on a flexible basis, allowing you to make informed decisions without the overhead of a full-time hire.

What's included?

Learn More ➝

outsourced cfo services:

  • Initial discovery/consultation
  • Financial strategy & forecasting
  • Budgeting & cost management: Create budgets that align with organizational goals and identify areas for resource allocation and cost optimization, boosting profitability.
  • Fiduciary financial advice from a dedicated CERTIFIED FINANCIAL PLANNER™
  • Financial reporting & analysis: detailed financial reporting, key performance indicators (KPIs), and analysis to help you understand your financial health and identify opportunities for growth
  • Concierge client services & unlimited email support
  • Capital management support

Need expert financial leadership without the cost of a full-time CFO? Schedule a consultation today and learn how our Outsourced CFO Services can support your growth goals without breaking the bank. Available on annual subscription or project-based pricing. 

Tell Me More


Hourly/ Project-based Consulting New Orleans, LA deMAURIAC Financial Consulting & Wealth Management

Employee Financial Wellness Programs

What's included?

Learn More ➝

increase productivity through financial well-being

  • Interactive workshops covering budgeting, saving, investing and other topics to boost financial wellness of your employees
  • Personalized consultations to address individual financial concerns
  • Resources that help employees take proactive steps toward financial security
  • Concierge client services & email support

Financial stress can directly affect employee productivity and turnover. From one-time workshops to ongoing employee education—tailored to fit your company’s needs and budget; request a custom quote today! Get exactly what you need—no more, no less—crafted to suit your business today and grow with you tomorrow. 

Get Started


Explore benefits of certified financial planning now. 

Contact
Contact for a Complimentary Initial Discovery Call New Orleans, LA deMAURIAC Financial Consulting & Wealth Management