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Fletcher Financial Group

EST. AUM
$133,000,000

CONTACTS

CLIENT ACCOUNTS
713

Firm Details

Metro area Baton Rouge
CRD Number 152609
Website fletcherfinancialgroup.net
Client types

Overview

Fletcher Financial Group is a state-registered investment advisory firm based in West Monroe, Louisiana, focused on delivering retirement-centric financial planning and wealth management services to individuals and families. The firm emphasizes a structured, goal-oriented approach through its proprietary “Life and Beyond Plan,” which integrates investment management with planning around income needs, tax efficiency, and risk mitigation. Its investment approach is not product-driven but instead centers on aligning assets, income targets, and long-term retirement objectives, helping clients understand how their investments, fees, and taxes impact long-term outcomes. The firm operates with a fiduciary mindset, aiming to provide transparent, client-first recommendations while helping clients achieve financial independence and confidence in retirement.

Platform Details

Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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