Financial Advisor Baton Rouge
Financial Planner Baton Rouge, LA
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Wealth Management
Stenger Family Office serves as a full service wealth management firm. Our financial advisors in Baton Rouge and financial planners in Baton Rouge provide comprehensive advice to clients including financial planning, investment management services, and tax & estate planning strategy.
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Financial Planning
Our team of Baton Rouge financial planners and Baton Rouge financial planners can help you and your family create a comprehensive financial plan that takes into account your goals, your investments, and help you accomplish your long term objectives.
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Tax & Estate Planning
Your Stenger Family Office financial advisor in Baton Rouge, LA works directly with your personal accountant and attorney or our in-house team of CPAs who can prepare and file your tax return. We also provide on-going tax strategy and advice through our tax advisory company, Stenger Tax Advisory.
Financial Advisor in Baton Rouge, LA
Stenger Family Office is a top rated financial advisor in Baton Rouge, Louisiana. Our office is located at 445 North Blvd, Suite 570, Baton Rouge, LA. Our Baton Rouge financial advisors are fiduciaries, legally required to operate in the best interest of our clients. Our financial advisors in Baton Rouge also operate as a multi-family office, delivering financial advice to clients alongside investment management, tax preparation and planning, and estate planning services. We are able to offer your family a one-stop experience that address your entire financial picture.
What is a family office?
Family offices have existed for hundreds of years. Much like a traditional wealth management firm, family offices provide financial planning to their clients and manage their investment portfolios. The key difference is that most family offices provide integrated tax and legal services to their client families.
As a multi-family office, Stenger Family Offices provides comprehensive financial planning, investment management, tax preparation and estate planning strategies all under one roof.
Our Services
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Stenger Family Office financial advisors can help you and your family create a customized financial plan that is based off your goals, not just risk.
We start by assessing your long term goals and taking an inventory of your assets, liabilities, income and expenses.
At the end of the financial planning process, we deliver you a dynamic, customized financial plan that will provide you a high degree of confidence knowing your financial future is secure.
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Stenger Family Office customizes portfolios to match client goals. We do not simply invest your assets into cookie cutter portfolios, but rather determine the best portfolio that will allow you to accomplish your goals with the least amount of risk.
We offer family office clients all equity portfolios, adjusted down to the amount of low risk money your financial plan calls for, using U.S. short term debt as a proxy.
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Our team consists of in-house CPAs and highly trained tax professionals that can prepare and file your tax return and provide you with ongoing long term strategy and planning for the future.
We leverage cutting edge tax software that provides you with tax projections, advice on when to make certain tax related decisions, and how to best take advantage of current tax law.
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Stenger Family Office works closely with qualified estate planning attorneys to help create a customized estate plan for you and your family that helps mitigate risk, reduce complexity, and pass your life’s work down according to your wishes.
We can help you create comprehensive estate planning documents including trusts, wills, charitable vehicles and a variety of other strategies.
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Stenger Family Office reviews risk management controls and procedures for our family office clients to ensure you are protected in the event of loss.
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Our team at Stenger Family Office can provide you and your family with access to various lifestyle services such as travel planning, medical advisory, cybersecurity consulting, and host of other services.
Baton Rouge Financial Advisors
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Nick Stenger
CEO & Financial Advisor
Nick Stenger is the Chief Executive Officer and financial advisor at Stenger Family Office. Nick is a 7th generation Naperville, IL resident where he lives with his wife Jamie and son Jack. Prior to launching Stenger Family Office, Nick was a Senior Vice President and financial advisor at Morgan Stanley Wealth Management. Nick helped lead the team’s growth to become one of Morgan Stanley’s largest wealth management teams. In 2023, Nick and the team were named one by Forbes as a Best-In-State Wealth Management team in Illinois. Prior to Morgan Stanley, Nick worked at Invesco PowerShares, a $1 trillion asset manager in Atlanta, GA and PricewaterhouseCoopers, LLP (PwC) in Chicago, IL. Nick is a graduate of the Quinlan School of Business at Loyola University Chicago with degrees in accounting and finance.
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Chris Jordan, CPA, MST
Chief Financial Officer
Chris Jordan is Chief Financial Officer and Head of Tax at Stenger Family Office. Chris leads the Stenger tax team and assists family office clients with tax preparation and advisory services.
Chris is a Certified Public Accountant and specializes in business tax preparation, individual tax preparation, partnerships, estate taxation, and high net worth family taxes. Prior to Stenger Family Office, Chris was a Tax Manager at Porte Brown, a midsize accounting firm in the Chicago suburbs.
Chris earned his BA in Accounting from Augustana College and his Masters of Science in Taxation from the Carl H. Lindner College of Business at the University of Cincinnati.
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Audrey Feldpausch, CFP®
Vice President, Financial Advisor
Audrey Feldpausch is a Vice President and Financial Advisor with Stenger Family Office. Audrey leads the team’s financial planning practice and also is a member of the Stenger Family Office Investment Committee. Audrey is a CERTIFIED FINANCIAL PLANNER™ and completed her CFP® training through Northwestern University in Chicago, IL. Prior to Stenger Family Office, Audrey worked at UBS Wealth Management and Timothy Financial, a financial planning firm in the Chicago suburbs. Audrey is a graduate of Hillsdale College where she earned her B.A. in Economics. Audrey and her husband live in the Chicagoland area.
Financial Advisor in Baton Rouge
Stenger Family Office is a fiduciary financial advisor in Baton Rouge, LA. Our team of Baton Rouge financial advisors operates as a multi-family office, providing comprehensive financial planning, investment management, tax strategy and estate planning strategies to families in the Baton Rouge, LA area and across the United States.
Financial Planning
We offer investors a one-stop location where tax and estate planning are provided alongside financial planning and investments. This multi-family approach provides investors with a seamless experience across the most important areas of their financial lives.
Tax Strategy & Preparation
Stenger Family Office is comprised of financial planners, Certified Public Accountants (CPA), and estate planning professionals. Stenger financial advisors work collaboratively with the other experts on our team so your financial plan takes into account important tax and estate law changes.
Estate Planning
While Stenger Family Office is not law firm, we partner with local attorneys in your area that provide real time, integrated legal advice tailored to your personal situation. As a Baton Rouge financial advisor, Stenger Family Office helps you understand the most important aspects of estate planning while coordinating your financial plan alongside your Wills, Trusts, and other critical legal documents.
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Stenger Family Office provides all clients with comprehensive financial planning and investment advice. We do not charge separately for this service for clients that have a starter account with our firm.
We can help you decide when to retire, how much you can afford when buying home, help you pay down debt, and a variety of other circumstances.
Our Stenger financial advisors will start with an assessment of your personal financial situation and create a customized financial plan tailored to your goals.
Learn more about Stenger Family Office
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As a Stenger Family Office Client, you will benefit from the years of experience our investment committee has managing portfolios for clients of all sizes.
We start with a goals-based assessment of your cash needs and other upcoming goals, then create a customized investment portfolio tailored to your goals.
Stenger Family Office offers core stock portfolios and Exchange Traded Fund (ETF) based asset allocation portfolios.
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Stenger Family Office offers advanced tax strategy and tax preparation services for our family office clients.
We can prepare the following types of tax returns: individual, small business, estate, gift, partnership, and other types of returns.
Stenger Family Office also provides family office clients with advanced tax strategy plans through our Thomson Reuters software.
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Stenger Family Office works closely with law firms in Baton Rouge, LA and your local area to deliver comprehensive advice coordinated with your personal estate plan.
The attorneys we refer to can offer the following services: wills, trusts, medical directives, power of attorney documents and more.
Oil & Gas Executives
As a Baton Rouge financial advisor, Stenger Family Office provides customized financial planning, investment management, and family office services to oil and gas executives in the Baton Rouge area. For 43 years, our team of Baton Rouge financial advisors has numerous ExxonMobil, Chevron, BP, Shell and ConocoPhillips families retire while taking advantage of their employee benefits.
Our team of financial advisors in Baton Rouge, LA can create a customized financial plan that takes into account your 401(K) plan at work, Restricted Stock Units (RSUs), pension plan, Social Security income, and a variety of other assets coordinated together to reach your long term financial objectives.
Stenger Family Office is as SEC registered, fiduciary financial advisor in Baton Rouge, LA. We always put your interests first and operate under the fiduciary standard where our Baton Rouge financial advisors never earn a commission on selling products or banking services.
Schedule a complimentary one-on-one appointment with a Baton Rouge financial advisor at Stenger Family Office today by calling (630) 912-8431 or by emailing Julia Huebner at Julia.Huebner@stengerfamilyoffice.com.
Financial Planning for ExxonMobil Employees
Since 1981, the Stenger Family has been providing customized financial planning and investment advice to employees of ExxonMobil. We began our journey at the Mobil refinery in Joliet, IL. Today, Stenger Family Office works with hundreds of current and former ExxonMobil employees across the country. We have offices in Baton Rouge, LA and Spring, TX directly across the street from ExxonMobil’s main HQ.
Stenger Family Office financial advisors serve ExxonMobil families in Houston, Midland, Clinton, NJ, Baton Rouge, Joliet, IL, Baytown & Beaumont, TX, and California. Financial advisor Baton Rouge.
Baton Rouge, LA Office:
445 North Blvd
Suite 570
Baton Rouge, LA 70802
Phone: (630) 912-8431
Email: Nick.Stenger@stengerfamilyoffice.com
What Happens After Your Cube-Pic?
Schedule Complimentary ExxonMobil Consultation
Nick Stenger | Financial Advisor
Phone: (630) 912-8431
Email: Nick.Stenger@stengerfamilyoffice.com
Financial Advisor Baton Rouge
445 North Blvd, Suite 570
Baton Rouge, LA 70802
ExxonMobil Webinar: When to Sell Your XOM Stock
Watch the recording of this webinar on YouTube where we discuss the pros and cons of selling your ExxonMobil (XOM) stock. We also discuss various factors to consider on the timing of selling shares and how it can impact your ability to utilize ExxonMobil Net Unrealized Appreciation (NUA).
15 Minute ExxonMobil Video: Can I Afford to Leave ExxonMobil?
After working at ExxonMobil for many years, you may be considering retirement or leaving the company. In this 15 minute video, Nick Stenger highlights the most important financial and investment planning items to consider before making your move.
ExxonMobil Voya 401(K) Video: Rebalancing Your Voya Savings Plan
In this 10 minute video, Nick Stenger covers a variety of important market factors to consider when rebalancing your ExxonMobil Voya Savings (401k) plan.
Stenger Family Office is a fiduciary financial advisor firm based in Baton Rouge, LA. Since 1981, the Stenger family has provided financial advice to over 1,200 families in nearly every state. Stenger Family Office and its team of financial advisors in Baton Rouge, LA are able to assist you and your family with retirement planning, financial planning, wealth management and investment management.
Senior partners and financial advisors Nick Stenger and Bond Roth will guide your family through our 5-Step Financial Planning Process that analyzes your income, expenses, assets and liabilities, and helps you determine if you have enough saved for retirement.
Hiring a financial advisor in Baton Rouge, LA can be a daunting process. We recommend working with a fiduciary financial advisor who can give you unbiased, objective advice and create a financial plan tailored to your needs.
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Learn more about Stenger Wealth Management
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Learn more about Stenger Investment Management
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Learn more about Stenger Tax Advisory
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Learn more about Legacy & Life Law
Top Financial Advisors
“The team at Stenger family Office are incredible. They put true care into every client and make you feel like a part of their family. Look forward to many more years of working with them.”
“These people truly care about their clients. Always stay in touch, always available for any need.”
“We have been part of Stenger group for 30+ years. The group is professional - caring - engaged! We look forward to continuing our relationship!”
“Nick and his team are awesome. They are super responsive and helpful, and go out of their way to make my life easier. I highly recommend this group.”
“We have full confidence with the Stenger Family Office. We have been with them since 1981 and now in retirement are happy for it.”
“The Stenger group is amazing. Ron’s son Nick manages my retirement funds now and is always there when I have a question. They have earned my business for sure.”
Financial Advisors Near Me
Stenger Family Office is owned by Nick Stenger and Bond Roth, financial advisors in Baton Rouge, LA Stenger Family Office is a full-service, fiduciary financial advisor firm that can help you create a financial plan and manage your retirement assets. Stenger Family Office also offers comprehensive tax planning and preparation services through Stenger Tax Advisory and estate planning strategies.
Is it worth paying for a financial advisor?
Hiring a financial advisor in Baton Rouge, LA can be a time consuming process. We recommend hiring a financial advisor who is a fiduciary and will charge an advisory based fee rather than a commission. When hiring a financial advisor, you want to make sure they will create a financial plan and build a custom investment portfolio that matches your goals. It is worth paying for a financial advisor when you prefer to have a team of experts manage your finances rather than go it alone. Going it alone can prove costly over time, especially if you make a big mistake along the way.
What is the average cost of using a financial advisor?
Most fiduciary financial advisors charge between 0.50-1.50% of your assets under management, typically based on how much you have to invest. Stenger Family Office starts most clients at 1.00% per year and negotiates fees lower as your assets grow.
Contact Us
Baton Rouge Financial Advisor
445 North Blvd
Suite 570
Baton Rouge, LA 70802
Hours
Monday–Friday
8:30am–5:30pm
Phone
(225) 442-0003