Aucoin Wealth Management | Financial Advisors in Baton Rouge, LA

    about us

    PARTNER WITH US

    With two decades of wealth management experience, we are dedicated to you and committed to your customized financial plan. Explore and see how Aucoin Wealth Management can partner with you.

    EXPERIENCE

    Experience you can value

    DEDICATION

    Dedicated to you

    COMMITMENT

    Commitment to your customized plan

    who we serve

    We Value Our Relationship with You

    We want to be your one choice for comprehensive wealth management solutions. We will create a partnership that you can trust.
    You can rely on our Experience Dedication and Commitment to you and your financial goals.

    Retirement at Aucoin

    Planning Your Retirement

    Retirement at Aucoin

    Keeping You Retired

    Retirement at Aucoin

    Protection Along the Way

    our services

    Partner with a Professional; Build Trust and Confidence with Experience.

    No matter what your level of wealth, working with your wealth management advisor can help you pursue your goals. Together, we go through a comprehensive process for managing your financial life and creating a long-term plan customized to your needs. The process starts by examining the wealth management universe. Our process helps find where in that space are you, as we discover your vision of where you want to be.

    Areas to discover in your financial world:

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    Accumulation

    How to target asset growth

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    Retirement Planning

    How to target distribution of your assets in a tax-advantaged way

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    Risk Management

    How to protect your assets

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    Insurance Planning

    How to protect you, your family, and all your assets

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    Estate Planning

    How to preserve your assets

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    Business Planning

    How to grow and manage your business

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    Taxation

    How to minimize your tax burden

     

    Create a comprehensive plan

    By exploring each module in detail, we will determine which ones require our immediate attention and which ones are more long-term in nature. From our findings, together we assemble an implementation plan.

    Support your financial goals

    Working together with our team at Aucoin Wealth Management we can simplify the complexities of your financial life by allowing you to focus on managing your wealth in a systematic way for the long term.

    Who We Are

    Meet Our Team

    With 30+ years of financial experience, you can trust our comprehensive process to help you reach your financial goals. We are dedicated to helping you achieve your financial dreams. We take a value-added approach by leveraging our networks of dedicated and experienced professionals. We can offer customized solutions in all areas of wealth management.

    Troy Aucoin photo

    Troy J. Aucoin, AAMS®

    Wealth Advisor

    [email protected]

     

    Sharon DeMarte photo

    Sharon DeMarte

    Wealth Advisor Assistant

    [email protected]

     

    photo placeholder for Elizabeth Aucoin

    Elizabeth Aucoin

    Wealth Advisor Assistant

    [email protected]

     

    Troy J. Aucoin, AAMS®

    Troy has helped clients navigate many different cycles in our economy throughout his 20-year financial career. He is truly honored to be part of the wealth management industry. Troy’s father has been in banking for 40 years and his mother a teacher for 35. These family examples have added to his experience.

    Troy is a Louisiana native with roots along Bayou Lafourche in Donaldsonville, Louisiana. Troy resides with his wife, Elizabeth, and two daughters, Ella and Emerson, in Baton Rouge. He enjoys cooking Cajun and Italian foods, traveling, woodworking, and spending time with family and friends.

    Troy is committed to helping clients achieve their financial goals as well as teaching long-lasting financial decisions. Experience goes a long way in today’s financial world for both the advisor and client. Trust and confidence are earned and they're core values of Aucoin Wealth Management.

    Sharon DeMarte

    Sharon is from Arkansas where she started her career in investment’s in 1980. She moved to Baton Rouge, LA in 2006 and resumed her career in investment’s and started working with Troy in 2008. Sharon loves the beach, her dog & her Arkansas Razorback’s & New Orleans Saints football. These LSU Tigers keep trying to convert her but she is a true Razorback. Sharon has 2 daughters & 2 granddaughters that live in Arkansas. 

    Advisor's Name, CFP, CPA 3

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    contact us

    Let’s Explore Your Financial World

    We look forward to partnering with you. Let's start today!

    9026 Jefferson Highway
    Suite 401
    Baton Rouge, LA  70809

    (225) 465-0500

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