Founded in 1982 by Bill Peters, Peters Wealth Advisors, LLC is Baton Rouge’s oldest independent financial planning firm. The firm has grown into a complete wealth management firm, managing nearly $185 million in assets. This innovative group of professionals is recognized throughout the community for their integrity, planning, and investment expertise. 

The Peters team works with each client to assist in defining their financial goals. This is more than just fact finding. It is about developing a personal relationship with clients and assisting in achieving their investment objectives. This includes portfolios that reduce risk while maintaining desired spending requirements.