Serving South Louisianaand the Gulf Coast.
Our Larose office extends Barfield's multi-family office approach to clients across South Louisiana, including the energy corridor and Gulf Coast communities.
Wealth strategy for a region that doesn't fit a template.
South Louisiana presents unique wealth management challenges and opportunities — energy industry income, mineral rights, estate planning in a community property state, and the complexities of family-owned businesses.
Our Larose office brings the same integrated wealth strategy — combining CPA and CFP® expertise — to clients navigating these specific circumstances.
Who We Serve in Larose
- Energy industry professionals and executives
- Business owners in South Louisiana
- Families with mineral rights and royalty income
- Multi-generational family wealth
Larose, Louisiana
- Larose, LouisianaBy appointment
- 662.236.6454
- Book a Louisiana appointment
We serve clients across South Louisiana and the Gulf Coast, including Houma, Thibodaux, New Orleans, and Lafayette communities.
Three considerations a generalist will miss.
Louisiana law — civil code in origin, not common law — affects nearly every dimension of financial planning. We work with clients (and their Louisiana counsel) accordingly.
Louisiana's community-property regime changes how we approach beneficiary designations, estate planning, and asset titling.
Louisiana succession is its own discipline. We coordinate with Louisiana counsel on usufructs, forced heirship, and donations.
Income from mineral interests requires tax-aware planning, depletion treatment, and careful cash-flow modeling.
Schedule a call with our Larose team.
A 30-minute intro call is the fastest way to see if we're the right fit. We meet clients across South Louisiana and the Gulf Coast — in person or by video.