We make your investments work for you.

Overview

Dumaine Investments

Welcome to Dumaine Investments, your trusted partner in financial planning and wealth management services.
Meet the team of Dumaine Investments New Orleans Financial Planning, Wealth Management, and Investments Advice - David Evola, Adam Babson, Clifford Favrot, and Mindy McCollister

Personalized Financial Planning that meets your evolving needs.

Integrity-driven Investment Advisor for Financial Success

We understand that choosing the right investment advisor is a significant decision that can have a lasting impact on your life. That’s why we are committed to upholding the highest standards of integrity and honesty while prioritizing your individual needs and circumstances.

At Dumaine Investments, we believe in providing a personal touch. Our team is dedicated to taking the time to truly understand your unique financial goals, so we can tailor our services to meet your specific requirements. Our ultimate goal is to help you enhance your financial outlook and achieve long-term success.

Client-Centric, Commission-Free Wealth Management in New Orleans

An independently owned and operated wealth management firm based in New Orleans, we are different from traditional brokers. As an investment counseling firm, Dumaine always serves as fiduciaries to our clients. This means that we are legally obligated to act solely in your best interests. Additionally, and unlike brokers who earn commissions, we are compensated solely by our clients’ management fees. By removing this conflict of interest, our success is directly aligned with yours as our fees are based solely on the assets we manage for you.

Expert Insights for Optimal Portfolio Performance

We believe that delivering outstanding results requires a combination of education, experience, and sound judgment. While some may see obstacles, we see opportunities. When evaluating your portfolio, we not only consider it as a whole but also take the time to listen to your concerns about individual investments. Our meticulous evaluation process allows us to provide you with valuable insights and discuss how we can better serve you.

Reach Out for Expert Financial Guidance

If you’re searching for a unique personalized approach to your investments, let us show you why we are one of the most trusted names in financial planning and wealth management. Contact us today at (504) 521-7350 to schedule a consultation. Dumaine Investments can be your personal guide on the path to financial prosperity.

Registration of an investment adviser does not imply any specific level of skill or training nor does it constitute an endorsement of the firm by the SEC.