Your wealth and legacy Preserve it for generations to come

James R. "Rick" Frayard, CRPS®

Managing Director - Wealth Management
Financial Advisor
Senior Portfolio Manager
Senior Managed Accounts Consultant (SMAC)

Visit Exit Planning and Wealth Consulting Group

phone

337-593-3600



Connect with me on LinkedIn


address

Energy Centre
1100 Poydras Street
Suite 900
New Orleans, LA 70163



With today's retirement plan landscape marked by ongoing change, it all adds up to a greater focus on fiduciary responsibility and new management challenges for plan sponsors.

I take a collaborative approach to helping you address these challenges. And, working together, I can chart a path to help you manage plan complexity. I am on the front lines of the new retirement, and I stand ready to help you and your participants meet the challenges of today's world.


Rick Frayard has been recognized as an industry leader

  • Forbes Best-In-State Wealth Advisors, 2018, 2019
  • Barron's Top 1,200 Financial Advisors, 2016, 2017, 2018, 2019, 2020
  • Financial Times Top 400 Financial Advisers, 2017, 2018, 2019



Insights

Art Cashin on the markets

Art Cashin on the markets

Top of the Morning Podcasts

Top of the Morning daily podcasts