About

We’re small, independent, and approachable.  

Pontchartrain is a boutique financial firm in Slidell, LA. Our team consists of five financial advisors and three support staff. Together, we have 70 years of collective experience, and some of us have been working together for 22 years.

 Since our beginnings, we’ve been serving southeastern Louisiana, and even though we have clients throughout the country, community remains a core component of what we do. We work hard to lift up our neighbors and work toward prosperity not just for our clients, but also for the community surrounding us.

 We view your money not as a gateway to profits for us, but as a tool that helps you build the life you want. Through education, consultation, and expert analysis, we give you what you need in seeking to use that tool effectively.  


Community

We love our community and work hard to build it up. From our first office in a renovated historic building in Old Towne to the many events we host in Slidell, we walk the talk. Giving back is an important part of who we are.

Core values

We believe in helping you make smart decisions about your money through planning, work, and challenging conventional wisdom. These values are central to our service.

Services

Financial planning can encompass many aspects of our clients' financial lives.. Everyone’s needs are unique, and chances are our services can meet yours.