Objective financial advice based solely on the goals, needs, and risk tolerance of our clients.

Call to Schedule Your Introductory Call 504-324-9217

Welcome to Ferro Financial

Who We Are

Ferro Financial, LLC is a fee-only Registered Investment Advisory Firm that upholds a fiduciary responsibility to its clients.  We provide professional investment management services, holistic financial planning, and financial coaching to our clients in the Greater New Orleans and Baton Rouge area. We are an independent firm that is privately owned and as one of the most tenured NAPFA members in the area our clients benefit from our experience.

How We Work

As a FEE-ONLY firm, we are only compensated by our clients.  We do not receive commission from third parties, nor do we sell any investment or insurance products. We work solely for our clients to plan and manage their wealth while guiding them toward creating a lifestyle that is meaningful. 

Our Clients

We work with women and couples interested in delegating investment

management and financial planning services so they are free to live

their life to the fullest. Many of our clients are Baby Boomers

and Generation X employed in the Private sector or Medical field.

Professional Designations & Affiliations

Investment Management

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Retirement Services

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Financial Review

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Financial Coaching

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Our clients ask one thing of us and that is to stay true to them. This is something we remember every day.

Shelley M. FerroCFP®, EA, CMC®