HOLISTIC FINANCIAL PLANNING
TAILORED FOR YOUR FAMILY
We look at every column of a client’s balance sheet – assets, liabilities, insurance,
estate planning – to help you develop, streamline, and work towards your financial goals.
CONTINUOUSLY HEDGED PORTFOLIOS
RISK-CONSCIOUS INVESTING
We strive to help our clients understand the risks hiding in their portfolios.
PROFIT SHARING
401(K) | 403(B) | 457(B) CASH BALANCE
CONCIERGE SERVICE WITH A FIDUCIARY FOCUS FOR YOUR RETIREMENT PLAN
We believe in due diligence, fiduciary responsibility, and one-on-one service
to help your employees work toward their retirement financial objectives.
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Why Us?

Faubourg Private Wealth is not controlled by an outside investment firm and our advisors do not push “proprietary” products. Our advisors provide independent, comprehensive financial planning and investment services individually tailored to your needs. We look at every column of a client’s balance sheet – assets, liabilities, insurance, estate planning – to help you develop, streamline, and work towards your financial goals.

About Us

Our associates are a collection of current and former Trust Officers, Private Bankers, non-profit consultants, and investment and hedge fund analysts and managers. In old French “faubourg’ loosely translates to neighborhood. Our name as it was intended exemplifies our principles of family and community.

Our Philosophy

We empower clients by offering objective advice and comprehensive financial and investment services free from the conflicts and limitations of many standard banking and brokerage firms. We believe in the independent financial advisor’s fiduciary standard to provide planning and investment advice that is, first and foremost, in the best interest of our clients.

Our Process

We work with your existing team of attorneys, CPAs, insurance agents, bankers, beneficiaries, and other trusted advisors to develop both short- and long-term strategies that strive to build and preserve your wealth. As your needs develop and change, so should your portfolio and planning needs, and we are committed to staying engaged every step of the way.

Find Out How We
Can Partner With You.

Our Services

There are many financial products in the market, and so choosing the ones that best meet an individual client’s needs can be complicated.

Our Services

There are many financial products in the market, and so choosing the ones that best meet an individual client’s needs can be complicated.

Wealth
Management

  • Continuously hedged portfolios
  • Direct asset management
  • Investment advisory services
  • Risk-conscious investing
  • Collateralized lending against investments1

1 Lending services offered through partner institutions separate from LPL Financial.

Holistic Financial
Planning

  • Fee-based financial planning
  • Hourly consulting
  • Philanthropic planning
  • Estate planning
  • Tax planning
  • Retirement planning
  • Business planning
  • Special legislative alerts

Individual Retirement
Accounts

  • Traditional IRAs
  • Roth
  • SEP IRAs
  • SIMPLE IRAs
  • Traditional to Roth IRA conversions

Retirement Plan
Consulting

For Plan Sponsors:
  • 3(38) and 3(21) Fiduciary services, support, and education
  • Plan design and compliance assistance
  • Plan administration support services
  • Assistance in correction non-compliant plans
  • Investment due diligence
  • Provider analysis and benchmarking
  • Cash Balance and Profit Sharing
For Plan Participants:
  • Onsite financial and wellness education
  • Customized retirement portal with a personal financial website
  • Access to our team of advisors for one on one support

Cash & Banking
Services

  • Cash management
  • Banking services from your brokerage account
  • Collateralized lending against investments1
  • Credit Cards
  • Mortgage, Home Equity, Lending, and Deposit rate consultation and provider search service2

1 Lending services offered through partner institutions separate from LPL Financial.
2 This service is offered through financial planning engagement.

Trust
Services3

  • Revocable and irrevocable personal trusts
  • Irrevocable life insurance trusts
  • Charitable remainder trusts
  • Trustee services
  • Administrative agent for individual trustees
  • Trust settlement

3 LPL Financial Representatives offer access to Trust Services through The Private Trust Company N.A., an affiliate of LPL Financial. LPL Financial and Faubourg Private Wealth do not offer legal advice or services. Please consult your qualified attorney for legal matters.

Estate
Planning3

  • Wills and revocable trusts review
  • Irrevocable life insurance trusts
  • Employer stock options strategies / NUA
  • Qualified personal residence trusts
  • Grantor Retained Annuity Trusts (GRATS)
  • Charitable planning arrangements
  • Intentionally defective trusts and other estate freeze techniques
  • Family limited partnerships
  • Lifetime gifting arrangements
  • Life business transition consultation
  • Generational wealth transfer

3 LPL Financial Representatives offer access to Trust Services through The Private Trust Company N.A., an affiliate of LPL Financial. LPL Financial and Faubourg Private Wealth do not offer legal advice or services. Please consult your qualified attorney for legal matters.

Life Insurance
& Annuities

Life Insurance:
  • Term Life
  • Whole life
  • Single premium whole life
  • Universal life
  • Variable universal life
  • Long-term care solutions
  • Structured settlements
Annuities:
  • Variable annuities
  • Fixed annuities
  • Indexed annuities
  • Immediate annuities

Alternative
Investments4

  • Managed futures
  • Fund of hedge funds
  • Real estate (Real Estate Investment Trusts)
  • Concentrated equity solutions
  • Non-traded business development companies
  • Exchange funds
  • Alternative strategy mutual fund

4 Alternative investments may not be suitable for all investors and should be considered an investment for the risk capital portion of the investor’s portfolio. The strategies employed in the management of alternative investments may accelerate the velocity of potential losses.

Our Team

Metairie and the surrounding New Orleans area is our community. We are local advisors who have your best personal and financial interests in mind. We leverage in-depth, comprehensive investment research and resources designed to give you and your family unbiased, unparalleled financial advice and services that meet your unique needs. Meet our team.

Our Team

Metairie and the surrounding New Orleans area is our community. We are local advisors who have your best personal and financial interests in mind. We leverage in-depth, comprehensive investment research and resources designed to give you and your family unbiased, unparalleled financial advice and services that meet your unique needs. Meet our team.

W. Tyson Vanlandingham

Managing Partner +
Private Wealth Advisor

P. David Soliman

Managing Partner +
Private Wealth Advisor
CPFA

Jean Paul Lagarde

Partner +
Portfolio Manager

Paige St. Martin

Director of Financial Planning
CFP®

Timothy Aubin

Partner +
Private Wealth Advisor

Robert Brown

Partner +
Private Wealth Advisor

Kenneth J. Lemoine

Private Wealth Advisor

Daniel Barfield

Private Wealth Advisor
CPA, CFP®

Brentson S. Bowlin

Private Wealth Advisor
CPFA

Alden Hagardorn

Private Wealth Advisor
AAMS®, CDFA

Brad Borden

Private Wealth Advisor
CFP®

Daniel Abraham

Private Wealth Advisor
CFP®

Steven Jacobson

Private Wealth Advisor

Andrea Romero

Private Wealth Advisor

Jaron Miller

Private Client Associate
CPFA

Manolo Baca

Investment Analyst

Brittany K. Hritz

Relationship Manager

Robin Hymel

Private Client Associate

Jason Duplantis

Private Client Associate

Kathy M. Dufrene

Private Client Associate

Khyrstyne Quigley

Director of Client Relations

Wyatt Mumfrey

Private Wealth Associate

Faubourg Market Commentary

Learn from our insights and expertise.

Contact US

Don't hesitate to get in touch with us.
We would love the opportunity to become your trusted advisor.