We make your investments work for you.

Personalized Strategies for Financial Success

At Dumaine Investments, we understand that wealth and financial well-being encompass more than just numbers on a balance sheet. It’s about your dreams, aspirations, and the legacy you wish to leave behind. Our mission is to ensure that you can sleep well at night, knowing that your financial future is in capable hands.

With a holistic approach that combines financial planning and wealth management, our experienced team is dedicated to creating customized strategies that adapt to your ever-evolving needs. We take pride in being a trusted name in the industry, providing you with peace of mind as we work towards your financial goals.

Dumaine Investments

Your experts in Financial Planning, Wealth Management, and Investment Advice
Meet the team of Dumaine Investments New Orleans Financial Planning, Wealth Management, and Investments Advice - David Evola, Adam Babson, Clifford Favrot, and Mindy McCollister

Dumaine Investments

Your experts in Financial Planning, Wealth Management, and Investment Advice

Explore Our Sevices

Client Analysis

Assess each client’s goals, aspirations, and risk tolerance to fully understand your financial situation and objectives.

Financial Planning

Engage in a thorough review of key considerations related to retirement, taxes, insurance, and estate issues in an effort to minimize risks and achieve financial goals.

Strategic Investment Allocation

A unique investment policy that guides strategic decisions aligned with your evolving situation.

Active Account Management

A continuous, ongoing review of your investments, always seeking to optimize your portfolio.

Alternative Investments

For qualified investors, we look to maximize portfolio diversification and tax optimization through the appropriate use of private placement real estate investments.

Contact Dumaine Investments for Financial Advice

If we can be of help in any fashion, please do not hesitate to contact us.
(504) 521-7350 | [email protected]