Upperline Financial Planning

Business Type: Financial Services
Member Type: The Placemaker

Upperline Financial Planning

3000 St. Charles Avenue
#411
New Orleans, LA 70115

Phone: 504-610-5833

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Upperline Financial Planning is a Fee-Only Financial Planning Firm based in New Orleans. We specialize in working with Young Professionals, Entrepreneurs, and Baby Boomers in helping them craft a financial plan that matches their vision of the future. We are truly independent, and only paid by our clients with no commissions from insurance or investment products. Our unique business model allows us to work with a broad range of clients. Visit our website and learn more about how we help you move past your bottom line, to your Upperline.

Business Hours:
9am – 5pm M/F
By Appointment after hours or weekends.

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Membership Types

  • The Placemaker
  • The Entrepreneur
  • The Start-Up
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