"Planning Today For The Life You'll Live Tomorrow "
Ferro Financial, LLC was started in 2006 by Shelley M. Ferro. The firm is headquartered in Metairie, LA, a suburb of New Orleans, LA.
The firm was started on the principle of employing a strategic approach to delivering financial planning and investment advisory services. In addition to delivering objective advice, that advice should be delivered by a credentialed advisor operating in a fiduciary capacity.
Credentials are important because it indicates a level of education, experience, and training that the advisor has undergone. After working for Wall Street Firms, Ms. Ferro saw first hand the problems of delivering commissioned financial products by "advisors" that lacked proper financial training, education, and credentialing and she set forth to start a firm that was different.
A fiduciary responsibility indicates the the firm has a responsibility to put the client's interest first. "Fee-based" and commissioned advisors are not held to this standard. "Fee-only" advisors are. Ferro Financial, LLC is a fee-only firm.
Ferro Financial, LLC began it's operations with financial planning, and investment advisory services. In 2009 the firm began offering tax preparation services to those clients that had a relationship with the firm.
In 2011 Ferro Financial, LLC was approved to offer the investment products of Dimensional Fund Advisors. Dimensional Funds only allows approved firms to bring their investment philosophy and low cost securities to investors. Our investment philosophy is grounded in research out of the University of Chicago, and the Nobel prize winning work of Dr. Harry Markowitz,
As the firm continues to grow, we will always stay true to our philosophy. Offer objective financial planning and investment advisory services, deliver those services by qualified, credentialed advisors, and always act as a fiduciary committed to acting in the best interest of our clients by offering independent, strategic advice.