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Clarify, define, and prioritize your goals

Providing peace of mind for women investors through Certified Financial Planning™ aligned with what's most important to you

Straightforward New Orleans, LA deMAURIAC Financial Consulting & Wealth Management


We are upfront about our process and the cost of doing business (no kick backs, no hidden commissions) and we provide reviews of existing insurance policies at no cost to our clients. We have done our due diligence to ensure our cost of doing business is both competitive across the industry and easy to understand. Learn More

Personalized & Modernized Approach New Orleans, LA deMAURIAC Financial Consulting & Wealth Management

Personalized & Modernized Approach

We strive to provide the highest level of service and do so by facilitating open, candid conversations about what is most important to you. We create tailored plans that incorporate financial concerns that disproportionately impact women such as longevity planning in retirement, balancing the financial responsibilities that come with caregiving, or managing life transitions such as gray divorce or the death of a partner. You can meet with us virtually or by phone from wherever is most comfortable for you. We look at your entire financial picture and help you clarify, define and prioritize your goals, then give you actionable advice you can implement now from the safety and convenience of your own home.  Schedule a consultation

Socially Conscious Investing. New Orleans, LA deMAURIAC Financial Consulting & Wealth Management

Sustainable Investing

Being socially conscious doesn’t just mean excluding certain things from your portfolio. It means investing where you want to make an impact. We diligently research investments to create plans centered on what you value most, using data driven insights and best in class solutions. Learn More

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.

What fees are covered by the guarantee?

We'll refund the previous quarter's program fee for the following advisory services:

  • Private Wealth Management
  • New Harbor Portfolios
Are any fees not covered by the guarantee?

The guarantee does not apply to operating expenses charged by mutual funds and ETFs, or interest paid on margin loans. This guarantee also does not protect against any market fluctuations or risk within your investment accounts.

If you have questions on whether the satisfaction guarantee applies to any particular fee, please call 504-358-0433 for assistance.

How long do I have to request a refund under the guarantee?

Your request must be received no later than the next calendar quarter after the fee was charged.

How long will it take to receive my refund?

Funds will be credited to the account charged in approximately four weeks of a valid request.

Create an investment plan to achieve your goals. New Orleans, LA deMAURIAC Financial Consulting & Wealth Management

Create an investment plan to achieve your goals

Before we can build a plan to help you meet your financial goals, we’ll need to know a bit more about you. In this short exercise, answer questions about yourself and your future objectives. Then, request a consultation so that together, we can build a plan to help you get there.

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Get in touch with your questions

Get in touch with any questions. New Orleans, LA deMAURIAC Financial Consulting & Wealth Management