Planning Associates Wealth Management, LLC

Planning Associates Wealth Management is a registered investment advisor based in Metairie, Louisiana, founded in 2019 and owned by Ralph Freibert. The firm provides a wide array of investment advisory services, including standalone asset management, comprehensive portfolio management (which combines asset management with financial planning), standalone financial planning and consulting, and retirement plan consulting for employers. For investment portfolios, Planning Associates Wealth Management constructs customized portfolios using individual stocks, bonds, exchange-traded funds, options, mutual funds, and other public and private securities. Portfolios are continuously monitored and rebalanced based on individual client goals and risk tolerance. The firm also offers services to manage accounts held away from the primary custodian, such as 401(k) plans, using order management systems. Planning Associates Wealth Management acts in the client's best interest as a legally required fiduciary and tailors its advisory services to meet the specific needs of individuals, high net worth individuals, trusts, estates, charitable organizations, pension and profit sharing plans, and businesses.