Baton Rouge Financial Advisor

DFS provides comprehensive financial planning services offered by George and his team and encourages you to take control of your financial future in Baton Rouge, LA. We offer a suite of financial services that can be taken on their own or bundled together. We want to see you succeed and we have the services and experience to help you do it.

Financial Planning

At DFS Wealth, we view financial planning as a strategic process, a roadmap to help you address your life goals. Whether it's creating a budget, saving for a home, or planning for retirement, our holistic approach ensures no stone is left unturned in pursuing your financial future.

Investment Management

Investing wisely is key to financial success. Our financial advisor specializes in optimizing investment portfolios through strategies like asset allocation, diversification, and risk management. Let us help you maximize returns and address your long-term financial goals.

Retirement Planning

Planning for retirement involves more than just saving money. I navigate the complexities, crafting personalized plans that estimate expenses, manage pension plans, and create sustainable income streams for your post-retirement life.

Tax Optimization

Explore the possibilities of tax optimization with us. It can be surprising how many people are overpaying in taxes. Our team helps you make tax-efficient investment choices, deductions, and credits, minimizing liabilities and maximizing your overall wealth.

Estate Planning

Preserve your legacy with comprehensive estate planning. From wills and trusts to minimizing tax implications, our financial advisor ensures your assets are transferred orderly and your loved ones are protected.

Risk Management

Unexpected events can impact your financial stability. We specialize in risk management, providing insurance coverage, emergency funds, and hedging strategies to safeguard your financial future.

George's educational background lays the foundation for his experience and includes a bachelor’s degree in economics from Rhodes College and an M.B.A. with a concentration in finance from Louisiana State University. His extensive work experience showcases a focus on customized investment strategies, retirement income planning, tax-efficient portfolio management, and estate preservation.

Choose DFS for the guidance of our team, a commitment to client success, and ethical practices. We believe in personalized financial solutions, working collaboratively with you to understand your goals, risk tolerance, and financial aspirations. Benefit from ongoing support and educational resources, ensuring you are empowered in your financial decision-making and always staying on track.