You may have noticed things look a little different around here — and there’s a good reason for that. We’re celebrating our 10th anniversary this year, and we decided to commemorate this milestone with a new website that better captures who we are and all the ways we serve our clients. Our look may be new, but our commitment remains the same. Whether you’re a new client or you’ve been with us from the beginning, we thought we’d take this opportunity to reintroduce ourselves.  

Who We Are

The name “Faubourg” comes from the Old French word for “neighborhood.” We chose it because community is deeply important to us. Our advisors have roots in the Gulf Coast, with many of them going back generations. That’s why we like to say the people we serve are more than just our clients; they’re our neighbors, too. Trust is one of the most important things in the financial industry, and it’s not always easy to find. As fiduciaries, we are duty-bound to work on behalf of your financial best interests. There are no quotas or commissions here — just independent, transparent, sophisticated financial advice.  

Our Services

Wealth management isn’t supposed to feel impossibly complicated. We create long-term partnerships with our clients built on trust, empowering them to feel clarity and confidence about their goals and financial future. Here are the ways we can work with you:

1. Financial planning: We look at the full scope of your financial picture, integrating retirement planning, estate strategies, tax efficiency, life insurance, and long-term care into one cohesive plan.  We take a comprehensive approach to your finances, simplifying your wealth strategy into one custom plan. We work to ensure every dollar works harder for you—through seamless coordination across your entire financial landscape.
2. Investment management:  Our team of advisors provides truly independent financial guidance, free from any conflicts. As fiduciaries, your financial success is our purpose. Our investment management approach includes custom portfolios designed around your goals, 401(k) rollovers, inheritance investment strategies, tax-loss harvesting, collateralized lending, and more.
3. Employer-sponsored retirement plans: We work as plan advisors to both retirement plan sponsors and participants, including plan design, ongoing plan management, and employee education.

 

Why We Do What We Do

The clients we serve may be at different points in their lives, but what we provide them is the same: trusted guidance from a team of advisors who are committed for the long term. Whether you’re a young professional with debt and still learning how to save effectively, a family with young children who are saving for education and retirement, a business owner trying to navigate family succession, a retiree seeking peace of mind that your savings are enough, or a woman handling finances for the first time after a divorce, we are here for you. You deserve the peace of mind that comes with knowing you have a plan working for you that will last generations. Your future. Our purpose. That isn’t just a tagline — it’s the promise that guides everything we do.  

10 Years of Faubourg

We started Faubourg a decade ago with a focus on community, helping our friends and neighbors build wealth so they could live their lives with the freedom they deserve and pursue their passions. As we enter our next chapter and continue to grow, we remain dedicated to strengthening the meaningful relationships we’ve built. We hope you’ll take a look around our new website to learn more about our mission and the ways Faubourg can help you attain the financial future you’ve always dreamed of. It’s been an honor to serve all of you for the past 10 years. We can’t wait to continue to grow with you and steward your wealth for many years to come.